Why Crossmark's Fernandez Likes Caterpillar, Cigna

The video discusses the importance of being selective in market investments, emphasizing staying in the market despite volatility. It highlights the need to focus on quality factors, such as strong balance sheets and good cash flows, and suggests diversifying portfolios with both cyclical and defensive stocks. The discussion includes market trends, underperformance of certain sectors, and the importance of specific stock selections like Cat, Coke, Pepsi, and Cigna.

Why do the speakers suggest staying in the market despite volatility?

• Because high beta stocks are outperforming.

• Because defensive strategies are leading the way.

• Because the market is at an all-time high.

• Because clients should always exit during volatility.

What is indicated by the Russell 3000's multi-year lows?

• A strong market leadership.

• An increase in high beta stock performance.

• A decrease in market volatility.

• A need to focus on quality factors.

What should investors focus on according to the speakers?

• Only cyclical stocks.

• Companies with strong balance sheets and good cash flows.

• Only defensive stocks.

• High beta stocks with low cash flows.

Which companies were mentioned as part of the investment strategy?

• Tesla and Amazon.

• Netflix and Google.

• Apple and Microsoft.

• Cat, Coke, Pepsi, and Cigna.

What is the speakers' view on market timing?

• It is a straightforward strategy.

• It is a tricky game due to expected volatility.

• It guarantees high returns.

• It should be avoided at all costs.