BOSTON (MarketWatch) -- Brian Barish, manager of the Cambiar Opportunity fund, says that the number of buying opportunities in the stock market has increased dramatically since January because "major volatility" creates chances to find value.
But in a radio interview with MarketWatch Senior Columnist Chuck Jaffe, Barish warned against being too optimistic about the values created by market dips.
Barish, whose fund /zigman2/quotes/209711246/realtime CAMOX +0.79% has outperformed the Standard & Poor's 500 index for all eight years of its existence, put a buy or a qualified-buy label on Ericsson Telephone /zigman2/quotes/208932705/composite ERIC +0.66% , Applied Materials /zigman2/quotes/209393259/composite AMAT -0.36% , Verizon /zigman2/quotes/204980236/composite VZ +0.67% and Marvell Technologies /zigman2/quotes/200053236/composite MRVL +0.55% . On the flip side, he suggested selling Ford Motor Corp. /zigman2/quotes/208911460/composite F +1.62% , Sprint Nextel /zigman2/quotes/208685669/composite S -0.70% , Alcatel Lucent and Pfizer /zigman2/quotes/202877789/composite PFE -0.43% .
In another interview, Robert Powell, editor of MarketWatch's Retirement Weekly newsletter, talked about how investors might want to consider unique, noncorrelated assets such as first deed trusts as possible holdings in an individual retirement account.
Jaffe's radio interviews feature reviews of stocks and mutual funds suggested by MarketWatch readers. To request a stock or mutual fund for review, send your name, hometown and the ticker symbols that interest you to Chuck Jaffe