EMC has underperformed the S&P 500 and the rest of the tech sector in the past year, but the storage giant's business is still thriving, says Marian Kessler, portfolio manager for the Becker Value Equity Fund. Kessler also says the turmoil in the middle east could be an incremental positive for National-Oilwell Varco, nevertheless, she believes the oil equipment company remains a strong value even if the conflagration does not push prices substantially higher. Finally, Kessler praises Morgan Stanley for its ability to remake itself from a volatile trading institution into a stable wealth management company.

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