Editor's note: As part of our partnership with Nightly Business Report, TheStreet's Gregg Greenberg will appear on NBR Monday (watch video and read transcript here) to highlight contrarian stock plays that asset managers are making now.
Finally, Snead likes Bank of America ( BAC) as indirect play on a housing recovery. 10 Consumer Stocks for the Stay-at-Home Investor "We couldn't get too bullish on a particular homebuilder, so we had to use indirect plays on housing and one of them is to own the banks that own a lot of the houses themselves. Like it or not, Bank of America sure owns a lot of houses," says Snead. "And we like it." >>To see these stocks in action, visit the 4 Value Stocks for the Contrarian Investor portfolio on Stockpickr.