Consumer And Semiconductor Stock Picks: MU, INTC, AMD, URBN

I still like the semiconductors even though they are hitting all-time highs, says Kim Forrest of Bokeh Capital Partners. She thinks there will be more demand next year versus this year. She likes Micron (MU) and Intel (INTC). Advanced Micro Devices (AMD) has a great product lineup, she adds. She also likes Urban Outfitters (URBN).