Liz Ann Sonders

3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. There will be more volatility with the fluctuation in commodity price. This is a safer way to play energy.

3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. They make measuring instruments for biotech, medical labs, pharmaceuticals, etc. Have just launched an explosive and narcotic detection device for use in airports.

3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories.They do global conferencing equipment for small to mid size companies. Very, very cheap.

Producers on the energy side look pretty interesting. A great steel value play.

Much more attention is being paid globally to supply chain management. Very well run.

Great asset manager and great cash flow.

Not very well known. Might be starting to roll out their new marketing spokesman Bill Ransit of Apprentice fame. A takeover candidate.

Still a fan of energy. May be able to get this a little bit cheaper.

A great play on defense. Just had a big commercial satellite order. Military side should continue strong.

The drought in telecom spending is coming to an end. Great earnings track record.

A play on profit growth that's happening with energy companies. Dividend.

Better to buy high-end retailers rather than low end. Has geographic power.

A very strong earnings story. Will probably get rid of some pieces of their business to get a cleaner operation.

More on the cyclical side. Great pricing story. Have cleaned up their balance sheet. Great cash flow.

Great dividend yield. Stock has not moved consistently with the commodity price.