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Barry Ritholtz, who manages around 100 million dollars, talks about investing:

We are now running about 70% cash, which is inordinately high, but some of the names we’re watching, and have owned in the past, are NuVasive (NASDAQ:NUVA), a medical-device company, Stanley Works (NYSE:SWK), a great infrastructure story, LG Display (NYSE:LPL) and Luminex (NASDAQ:LMNX). Industries we like are infrastructure, defense, biotech and medical devices.

It's good to see a Wall Street insider mentioning specific company names as opportunities for investment. As for me, I do believe the market will go up, but the question is whether Obama's swearing-in in late January 2009 will represent a firm baseline, or a temporary peak for the stock market.

Source: Barry Ritholtz's Picks