Is John Rogers (Trades, Portfolio) concerned about the Fed raising interest rates?
Not at all. Rogers says that if the Fed were to raise rates four or five times consecutively, then there may be issues. But as of now, it is a not a problem.
Rogers believes that energy stocks and oil prices are bottoming. He would not, however, bet directly on the commodity. Instead he would look to Bristow Group and U.S. Silica as plays on the industry.
