"My stock advice is that 4Q should be very good as non-election 4Q years have been excellent for the S&P 500," says Dave Gilreath. He believes that commodity prices will take care of themselves. Also, he thinks that even though wages are rising, it is not at the rate expected given unfilled jobs. Then, Gilreath provides his stock picks: Paychex (PAYX) and Stryker (SYK).
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