Bill Stone: 'Less bad' is good enough for now, but not for long

Bill Stone of Stone Investment Partners says that as the economy starts to crank up again, the market is likely to respond positively, even as investors know that the growth numbers will look good only because they're being compared against economic stoppage. Eventually, however, Stone says the market will want to see good numbers; because those numbers could be elusive, he says investors will want to maintain a balanced, diversified strategy while they see how any recovery unfolds. Also on the show, Trip Miller of Gullane Capital Partners talks value investing in the Market Call, John Kosar of Asbury Research gives his technical outlook, and Andrew Kerai of RiverNorth Capital Management discusses why he thinks the credit market offers a uniquely good opportunity now.