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.

How does the speaker describe the current state of the Russell 3000 breath line?

What does the speaker mean by being 'selective' in the market?