NEW YORK (CNN/Money) -
With the markets in limbo before a looming interest rate hike, two money managers appeared on CNNfn to suggest some stocks in the retail, chip and tech sectors.
Kevin Divney, money manager with Putnam Investments, sees continuing growth in small engine maker Briggs & Straton.
"They make small, internal combustion engines between 1 and 25 horsepower. I mean, it's part of that whole housing cycle theme that we've seen here," he said. "They are growing at a rate that you wouldn't expect for a company like this. And so it's something we're very positive on."
Divney's other pick is Aeropostale.
"This is a specialty retailer focused on the teen market. You always have some risk when you're betting on any kind of teen fashion," he noted. "But Aeropostale seems to be growing at a nice clip here with a footprint that's established but still gives them quite a bit to grow with that concept."
| Kevin Divney's picks
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Funds under Divney's management own stakes in the companies mentioned.
Shares of Briggs & Straton (BGG: up $0.82 to $75.80, Research, Estimates) are in a 52-week range of $44.98 to $75.71.
Aeropostale (ARO: up $0.06 to $26.56, Research, Estimates) shares have been between $12.75 and $26.50 in the last year.
Mary Lisanti, president of AH Lisanti Asset Management, likes Children's Place for another play in the retail sector.
"There's only a couple of retailers in the children's space," she said. "This is a very value-priced retailer with a strong earnings turnaround. And I think it will work for the next couple of years."
Lisanti's second pick is Silicon Storage Technology.
| Mary Lisanti's picks
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| Silicon Storage Tech. (SSTI)
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"They're in cell phones. They're in data storage. They're in all sorts of things. But the key is, they're gaining market share," she noted. "They make the product in China, so they get a very low cost of product. And it really is a play on, again, just make it better, faster, cheaper with some proprietary technology."
Infospace rounds out Lisanti's picks.
"You have a Web site, how do you get more people to your site? How do you get them to do a transaction? And that's what Infospace helps you with," she said. "And a very strong 40, 50 percent profit growth. Great free cash flow growth. And I think it will turn out to be just sort-of a core business services story."
Funds under Lisanti's management own stakes in the companies mentioned.
Shares of Children's Place (PLCE: down $0.06 to $23.91, Research, Estimates) are in a 52-week range of $13.70 to $32.85.
Silicon Storage Technology (SSTI: down $0.07 to $13.07, Research, Estimates) shares have been between $3.48 and $17.31.
Infospace (INSP: down $0.57 to $37.09, Research, Estimates) shares are in a 52-week range of $12.81 to $45.85.
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