Speaking at MoneyShow Las Vegas, Chad Morganlander, says we are cautious on the industrial sector, materials and oil. Shale producers are efficient at a lower cost, say $30 a barrel. China is going to affect the demand curve. We would look at financials, as deregulation takes place but you have to be cautious. Also healthcare, the cloud will subside. More spending dollars are going to go towards healthcare in the next five years. We do like large cap tech, but we do like the steady Eddie stocks like Cisco. In Consumer, I like Dr. Pepper.
TagsChad Morganlander Matt McCall MoneyShow.com Las Vegas MoneyShow Stifel Nicolaus & Co. Stifel Nicolaus & Co. Dr Pepper financials oil shale fracking China materials financial deregulation banking