Stocks are still cheap despite "bubble" talk, especially Mondelez, Mylan, NFG and Plum Creek, says Russell Croft of the Croft Value Fund.
Some fund managers think these stocks will soar as demand grows.
Russell Croft, portfolio manager for the Croft Value Fund, names his favorite stocks including Norfolk Southern, Merck and Southwestern Energy.
These names look well-positioned to stay alive through the wait for a resurgence in natural gas prices.
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