4 Value Stocks for the Contrarian Investor

10 Consumer Stocks for the Stay-at-Home Investor

"We couldn't get too bullish on a particular homebuilder, so we had to use indirect plays on housing and one of them is to own the banks that own a lot of the houses themselves. Like it or not, Bank of America sure owns a lot of houses," says Snead. "And we like it."

>>To see these stocks in action, visit the 4 Value Stocks for the Contrarian Investor portfolio on Stockpickr.