What is your top "beneath the radar" stock pick? Angerame: Covanta is a leading waste-to-energy company. Covanta contracts with municipalities to accept its garbage, burn it and make electricity. We think waste-to-energy will also be part of the solution, because of its more carbon-friendly electricity production. We also believe that Covanta may be a beneficiary of the renewable energy legislation in Congress right now. What is your favorite sector? Angerame: We tend not to take huge sector bets, and thankfully we are finding attractively valued stocks in several sectors including technology, industrials, energy and health care. Now is not the time to be throwing darts, however. We believe stock picking is essential, especially after the rally off the March 9 lows. What sector or stock would you avoid? Angerame: We are having a hard time finding attractively priced consumer-staples stocks right now. It appears that many equity investors have positioned themselves very conservatively, which has created demand for "safe" consumer-staples stocks. We are finding more attractively priced stocks outside the staples sector. -- Reported by Gregg Greenberg in New York. Feedback can be sent to email@example.com.