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Analyst Watch: Portfolio Tips for Surviving Volatility
02 Jul 2010 EDT - CNBC.com
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Paul Schatz, president of Heritage Capital, says he thinks markets are moving toward a trading low in the short term that should result in a 5-10 percent summer rally.

"Anything I would buy would be for a trade into the summer and not an investment," he says.

He likes:

  • REITS
  • Semis
  • Transports
  • High-yield bonds
  • Emerging markets
  • Indonesia
  • Thailand
  • See more of what these and other analysts and money managers have to say, and get the latest financial news. Watch Squawk on the Street every weekday morning starting at 9 a.m. ET.

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