On Monday morning, I was invited back on CNBC’s "Squawk Box" show to discuss what I consider to be the best sector heading into third-quarter earnings season. While the energy sector is expected to post stronger sales and earnings (due to better year-over-year comparisons), my favorite sector is technology, hands down.
In my appearance on Squawk Box, I explain why I consider technology stocks to have the biggest profit potential, while also being safer than other sectors. However, there are exceptions to every rule, so I reveal the one big tech stock that I’m avoiding right now. I also offer my general market predictions for earnings season, for the Presidential Election and for the rest of the year.
As always, I thoroughly enjoyed my time on Squawk Box, and we covered a lot of ground in just over five minutes. So if you didn’t catch me on Squawk Box yesterday, you can get caught up by visiting the CNBC website here, or by clicking on the player below.