"Fast Money" guest Gary Kaminsky, the former managing director at Neuberger Berman, offered a few pointers on how to pick good investment opportunities out of the junk of a list of the worst-performing stocks in the S&P 500. Two of his favorites? Vulcan Materials (VMC) and SunTrust (STI), two housing-market-related companies with big exposure to downtrodden Florida. Despite that seemingly frightening fact, Kaminsky said that tax-loss selling by mutual funds have pushed these two stocks lower than their relatively strong fundamentals should have allowed. He expects Vulcan and SunTrust to be outperformers from October through the end of the year.

"Fast Money" guest Gary Kaminsky, the former managing director at Neuberger Berman, offered a few pointers on how to pick good investment opportunities out of the junk of a list of the worst-performing stocks in the S&P 500. Two of his favorites? Vulcan Materials (VMC) and SunTrust (STI), two housing-market-related companies with big exposure to downtrodden Florida. Despite that seemingly frightening fact, Kaminsky said that tax-loss selling by mutual funds have pushed these two stocks lower than their relatively strong fundamentals should have allowed. He expects Vulcan and SunTrust to be outperformers from October through the end of the year.