She and Brunie both recommend big drug stocks like Sanofi-Aventis and GlaxoSmithKline, and she'd also buy just about anything in the Dow 30, including Citigroup, General Electric, and Exxon Mobil.
Sonders and fellow roundtable participant Charles Brunie both found huge significance in the ending of the Bank of Japan's policy of quantitative easing of interest rates, and concluded that it is producing an international monetary squeeze.