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Real Money’s Real Talk: Investing in a Reopening Economy

Three of Real Money’s columnists debate the merits of reopening stocks from Alcoa to Disney, and also give their thoughts about the market in the second half of 2021.
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As the reopening picks up steam, where should you invest your money? We had three of our Real Money columnists each put together a portfolio of their top picks as the economy heats up, and then got them together to discuss and debate their choices in a conversation led by their fellow columnist Bob Lang.

Thematic investor and co-manager of Trifecta Stocks and Stocks Under $10 Chris Versace favors consumer stocks like Coca Cola  (KO)  and Cedar Fair  (FUN) , while technical trader and managing director of Barchetta Capital Management Ed Ponsi supports a diverse portfolio of consumer, energy and financial stocks such as Choice Hotels  (CHH)  and Caterpillar  (CAT) . Meanwhile, fundamental investor and writer of Real Money’s popular Market Recon daily column Stephen “Sarge” Guilfoyle is a little less keen on consumer stocks, preferring materials and transportation names such as Freeport-McMoRan  (FCX)  and Union Pacific  (UNP)  that will do well in an environment of rising prices. Perhaps not surprisingly, all three picked entertainment giant  (DIS)  for their portfolios.

In addition to their top reopening picks, the group also talked about how inflation, interest rates and the Fed are affecting their view of the markets and specific stocks in the second half of the year. Watch these experienced traders and market watchers give their insightful comments that will help you understand where to invest now and why. 

Disney is a holding in Jim Cramer’s Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells DIS? Learn more now