Media: Second Half Playbook

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I dropped in for an appearance late Friday afternoon on CNBC to talk about the causes of the big rally and my strategy for the second half of the year.

God, I’m so fat right now. I may have the publisher spring for a mountain bike or something.

 

 

Anyway, I mentioned a barbell approach – secular growers (non-cyclical names) on one side and high equity dividend plays on the other. 

I didn’t get to mention any names specifically but for secular growth I’m long stocks like Rackspace ($RAX) and Visa ($V).  For dividends I’ve been allocating toward a couple of equal-weighted high dividend index ETFs, one made up of S&P names and another with high-payers from the emerging markets.

 

 

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