CNBC’s Erin Burnett sits down with Dennis Wassung, portfolio manager at Cabot Money Management, on Market Check to discuss where he sees investment opportunities in the current economic environment. One of the keys to identifying investment opportunities, according to Wassung, is looking at themes, markets, and sectors that are driving growth and opportunity.
”One I would point to is in the energy space where you’ve got more of a contrarian viewpoint on the natural-gas related stocks. You’ve got an interesting entry point in these natural gas related stocks when you’re looking at a $4 natural gas price,” Wassung says of energy investment opportunities.
