Richard Bernstien

Quality companies is very important when the Fed is tightening. Defensive pick. Dividend yield of almost 5.3%. Some dividend growth.

Quality companies is very important when the Fed is tightening. Defensive pick. Over 4% dividend yield. Expects energy prices to remain high.

Quality companies is very important when the Fed is tightening. Defensive pick. Under appreciated. when the economy slows, we still have to eat.

Health care looks very attractive.

Will really benefit if oil prices come down.

Yields about 5.3%. Has a dividend growth rate of about 5%.

With the feds tightening and profit growths slowing, the market is going ahead for higher quality stocks. A well-run company and is not expensive.

With the feds tightening and profit growths slowing, the market is going ahead for higher quality stocks. Still fan of long-term energy but it's time to look at the better companies.

With the feds tightening and profit growths slowing, the market is going ahead for higher quality stocks. Has severely lagged the rest of the technology sector. Very strong balance sheet.

Very high-quality stock.

A turnaround situation.

Good play for the dollar (US). Consumer staples stocks have been among the best performers when the profit cycle decelerates. Most under weighted sector by most mutual funds despite they are the best-performing sector when profits decelerate.

A secure, stable, dividend paying utility.

Not optimistic on the consumer, but if you want to play this sector, this is one that will play very attractively.