Building a Portfolio With Pulte (!)
So does he think that the housing sector is finally at the bottom?

"Close enough that the market has discounted it in the price of these beaten-up, subprime-toxic, cyclical stocks, and that makes a small entry into Pulte the right call," he said.

And where among the spotty tech companies would he put an investor's money?

"Two tech companies I like, very different companies," he said. "Broadridge (Financial Solutions), which is a higher-quality, less-sexy tech name; they do securities processing; (and) Apple, a much better-known name."

He concedes "some concern over the September revenue and margin guidance, but over the years, you've learned with Apple that when it has a bit of a setback, it's a good time to be wading in."

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Disclosure information for David Sowerby was not immediately available.

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