'A Good-News Economy' Ahead: Pro By: CNBC.com News June 27, 2013 at 13:41 PM EDT It's time to count on earnings growth in cyclical names, Invesco Senior Portfolio Manager Ron Sloan says. Read More >> Related Stocks: Air Products & Chemicals Analog Devices General Electric INVESCO Ltd Macy's Parker-Hannifin TE Connectivity UnitedHealth Group