and, market strategist john canally says this is not a "set- and-forget stock market." he suggests investors try to be tactical. >> staples, utlities and tech-- and somewhat telecom-- would be our favorites, if you're going to stay in u.s. equities and if you believe that there's a double-dip coming. >> reporter: both colas and canally also say, against this economic backdrop, size matters. they believe large-cap stocks will outpace their smaller cousins. >> if the economy slows, you tend to want to be in bigger stocks, larger market caps, because those are the companies that have-- for example, tend to have better balance sheets. they have more cash on the books and less debt. >> if there is increased threat of a double-dip recession, funding for these small-cap companies is going to dry up, that makes it very difficult for them to grow their earnings and grow their business models. >> reporter: there's no question it's tougher to see big returns from stocks when the economy is struggling. but, experts say that doesn't mean investors should avoid equities entirely. aft