http://seekingalpha.com/article/60656-recession-stock-picks-from-morgan-stanley-s-douglas-cohen

Recession Stock Picks From Morgan Stanley's Douglas Cohen

posted on: January 18, 2008 | about stocks: AIG / BAC / BDX / BHI / CAM / COP / DVN / GE / MO / PEP / PRU / SII / SLB / SU / UTX / WFT

On January 8, 2008, Forbes Investor Advisory Institute hosted a Financial Round Table discussion among several leading investment authorities. From the Roundtable, hosted by Wally Forbes, here's an excerpt from Douglas Cohen, Managing Director, Morgan Stanley: