NEW YORK (

TheStreet

) -- Mark Oelschlager, manager of the

Pin Oak Aggressive Stock Fund

(POGSX) - Get Report

, says technology stocks are the most attractive investments as economic growth returns, and consumer staples are among the worst.

The fund has soared 48% this year, about three times the rate of the

S&P 500 Index

, and an annual average of 2.4% over three years.

Welcome to TheStreet.com's Fund Manager Five Spot, where America's top mutual fund managers give their best stock picks in five fast and furious questions.

Are you bullish or bearish?

Oelschlager:

While there are some troubling political trends, and the recent spike in general bullishness is always a danger sign for the short run, we are relatively bullish. Corporate profits have held up remarkably well through the economic downturn, and with the significant cuts companies have made, prospects for profit growth look good as GDP expansion resumes.

What is your top stock pick?

Oelschlager:

Garmin

(GRMN) - Get Report

is attractive here. It's a leader in the personal-navigation device market, which has seen growth slow during the recession -- and the stock reflects that. Looking past this weakness, you have a company that consistently generates high returns on capital, trading at a low valuation, in a business with secular growth. And the Street hates it, which is good.

What is your best sleeper stock?

Oelschlager:

Keep an eye on

Ticketmaster

( TKTM). Earlier this year management agreed to sell the company at too low a price to

Live Nation

(LYV) - Get Report

. The stock is trading basically in line with the takeout terms, so if the deal goes through, you break even from here, depending on what Live Nation's stock does. But if the deal isn't approved, which is a real possibility, you own shares in the gorilla of the ticket-selling business when it's trading at four times free cash flow.

What is your favorite sector?

Oelschlager:

It's not as attractive as it was nine months ago, but tech remains appealing. I think everyone would agree that technology is only going to continue to play a bigger role in our lives, and on the whole the companies that benefit from that trend managed their businesses wisely through the last expansion and the recent slowdown. This positions them to prosper when demand reaccelerates.

What sector or stock would you avoid?

Oelschlager:

Consumer staples. It's funny, a couple years ago when the economy was at its peak and the stocks were at a discount to the market, nobody wanted to own them. Now they trade at a premium and everyone loves them because, of course, investors are worried about the economy. The sector's popularity, though it has declined a bit since early this year, reflects skepticism about the economy -- something we think is misplaced.

Before joining TheStreet.com, Gregg Greenberg was a writer and segment producer for CNBC's Closing Bell. He previously worked at FleetBoston and Lehman Brothers in their Private Client Services divisions, covering high net-worth individuals and midsize hedge funds. Greenberg attended New York University's School of Business and Economic Reporting. He also has an M.B.A. from Cornell University's Johnson School of Business, and a B.A. in history from Amherst College.