Blue skies are ahead for shares of JPMorgan now that the bank has put a series of regulatory fines and bad headlines behind it, said Ron Weiner, CEO of RDM Financial Group. Weiner said the bank trades at a cheap multiple and has been unfairly beaten down despite its strong balance sheet. Weiner is bullish on natural gas transportation player Markwest because of the company's hefty dividend and the explosion of energy production in America. Finally, he is positive on shares of LinkedIn because the social media company's stock has been beaten down this year, creating an attractive entry point.

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