JP Morgan Private Bank’s Anastasia Amoroso said she was looking at the software side of tech stocks, where margins are high and offer secular growth. A lot of stocks in the iShares Expanded Tech Sector ETF (NYSE:IGM) are reasonably priced, Amoroso added.

Stephen Weiss of Short Hills Capital Partners said Cleveland-Cliffs Inc (NYSE:CLF) is “a great stock going forward,” as they supply the auto companies and have “tremendous pricing power.”

Sarat Sethi chose Walt Disney Co (NYSE:DIS), saying the stock has been flat for the year and represents upside, with Disney+ accelerating.

Jim Lebenthal of Cerity Partners named Boeing Co (NYSE:BA) as his pick.