Dan Chung, Chief investment officer, Fred Alger Management:
"We like health care. We like consumer. But really we think there's a lot of opportunity in the market overall.
"In health care, we like a company called Alcon, the leading eye-care company in the world, it has a fantastic pipeline of eye-care drugs coming out. It's also a leader in eye surgical care, it's growing quite rapidly now, 20 percent.
"We also like HCA. For-profit hospitals are a great growth area for companies like HCA, and the demographics favor the sector.
"In consumer we like names like Michaels Stores and Procter & Gamble. Michaels is a very interesting little company, it is the leader in the arts & crafts segment. It's actually a relatively large market, $30 billion in sales. Michaels sells arts & crafts supplies for knitting, one of the fastest-growing hobbies in America. They're growing a nice little company about 20 percent a year."
HCA
Alcon
Procter & Gamble
Michael's Stores
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