Twice a week, on Tuesdays and Fridays, our investment segment on CNBC’s Kudlow and Company, will feature the “Kudlow Stock Club” selection of various investment ideas. No, they are not my stock picks; these recommendations come from our four and five star Morningstar rated portfolio managers’”an elite club of investors with excellent track records down through the years.

Here are the picks from Friday night’s program:

David Sowerby, portfolio manager at Loomis Sayles & Company ‘” (Mr. Sowerby is up 6 percent YTD, S&P up 3