Ken Heebner, whose CGM Focus fund stumbled last year but remains at the top of its category in terms of 5-year and 10-year returns, tells CNBC that he thinks things are looking up for the economy — and, believe it or not, Ford Motor Co. “I think there’s a bigger turn in the economy coming than people are looking at,” Heebner says, citing manufacturing, inventory, and consumption data. Bob Doll, global chief investment officer of equities at Blackrock, says he also sees positives, and is in particular high on high-quality U.S. growth stocks like Lockheed Martin, Verizon, and Philip Morris.

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