What is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25) Show Notes: Navigating Market Turbulence: 6 Top Stocks For Balancing Stability And Growth Alpha Picks Quant Growth &amp; Income Portfolio Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income

Investing Experts

You know him, you love him, you respect his picks. It's Steven Cress. Welcome back to Investing Experts. Always great to talk to you. Always great to be here. It is always great to be here. And it's nice to talk to you because I feel like investors need some clarity once again in terms of how to navigate this market. We were discussing before we hit record, it's a risk on market, it's a risk off market, it is constantly changing, the market is up, it's hitting record highs, it's down.

Why is it down? Why is it up? Why isn't it, you know, piggybacking off of this headline? Why is it piggybacking off of this headline? So how would you clarify, how would you encourage investors to think about investing looking at this market right now? Balance and diversification. Keep investing. You never know when the market's going to be up or down.

It has definitely been a very strange year. You know, here we are in August and the market, the S&P 500 is touching all time highs. But in a way you almost would not know, especially if you are overweight technology. There have been so many episodes of risk on, risk off as you've mentioned this year, it's kind of hard to tell where to be.

So at one point in the year, technology was outperforming all sectors. At another point in the year, energy was outperforming all sectors. You know, at another point in the year, you could see there was a clustering of like healthcare and consumer staples and utilities. And then it goes back to AI stocks. The AI trade and risk went off the table pretty much starting in the beginning of June.

Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.