Michael Sansoterra, a managing director at Silvant Capital Management and portfolio manager of the RidgeWorth Large Cap Growth fund (STCFX), is a bright and articulate guy who thinks the roughly 7% pullback in the S&P 500 is a buying opportunity. He has a list of stock picks from his favorite sectors right now: Tech, consumer discretionary and industrials.

Since this site is about making you money, I'm just going to run through Sansoterra's stock ideas one by one and tell you what I think. Manners are in the kiddie seat, my id's going to drive this one.

Buckle up and let's roll:

Baidu (BIDU): Sansoterra likes Baidu, the "Google of China," saying the company faces no competition due to the oppressive Chinese government.

The "Google of China" label is damning Baidu with faint praise. Baidu is better than Google (GOOG), and it's a monopoly. The downside is the fact that the Chinese government will pull a "reverse merger" with Baidu at the slightest provocation. The upside is Baidu won't come out with a product line of pure idiocy like Google's new "Chromebook" laptops which amount to an iPad with a lid. When I was in business school, Larry Ellison of Oracle (ORCL) gave an awesome speech on dumb computers operating off the Internet. That was 1997.

BorgWarner (BWA): Sansoterra likes this consumer discretionary company that makes pumps for cars because there's a secular trend of drivers looking for ways to get better mileage.

With oil prices falling and unemployment over 9%, you have to be a little bit high to think new car demand is poised to explode. Used cars? Maybe. New cars with turbo chargers? Not in my opinion. BorgWarner has an agriculture kicker, but I'd rather play Caterpillar (CAT) if I didn't think the cyclical names were poised to cycle lower.

"Unemployment is the biggest Achilles' heel to the bull case," says Michael Sansoterra, four-star portfolio manager overseeing the RidgeWorth Large Cap Growth Fund (STCFX). With jobless claims rising and the unemployment rate still above 9 percent, the idea of the meager economic recovery from the lows of the Great Recession is losing favor among market intelligentsia, even to believers like Sansoterra.

Away from a stubborn lack of job growth, the fund-runner sees the glass as half full. The end of quantitative easing is scary to some, but Sansoterra isn't worried about a double dip. In fact, he goes so far as opining that the expiration of QE2 is an unambiguously good thing. He says a "natural" growth rate of 2 percent to 3 percent may be seen as disappointing, but it beats the idea of QE3, and "the reality of injecting more liquidity will not fix hiring."

Put Sansoterra is in the rather sizable camp of folks largely unconcerned about the pullback in stocks that was so obvious, even my partner Nesto and I saw it coming. The roughly 7 percent move lower "is not completely unexpected...it's actually somewhat healthy for the market," Sansoterra says. It's a fair point that not even a trading guy such as myself could deny. Markets that don't correct are not to be trusted. While a summer stock slump is as unpleasant as it is predictable, it's nothing worth getting your undies in a bundle over... unless 1,250 breaks.