An investment strategy in a single word? Edward Lewis of Atlantic Equities thinks the word is "diversity."
"I wouldn't be putting (my money) in one sector," Lewis told CNBC. "My concern is that visibility is very tough."
Some stocks make his list because they're likely to show price improvement the soonest; others, because although it's going to be a long road back, they pay generous, reliable dividends.
(See Part 2 for four more Lewis picks: Tech, Financial and more)
In that second category are General Electric and Bank of America.
Across other sectors, Lewis has some strong candidates.
"I think the ag(riculture) space is interesting," he said. "We saw some good results out of Monsanto. I think the long-term, secular themes behind ag are very much here to stay."
In the media sector, Lewis likes Time Warner.
"Time Warner's in the process of spinning off its cable business, so it will probably get around a $10 billion dividend, once that's completed," he said.
Walgreen stands out among retailers.
"Walgreen is in the early stages of a recovery, high quality company," he said. "It's got 6,500 stores all across the U.S., and what they're trying to do is slow down on the expansion and say, 'We've got a really good store base; let's just make more of what we've got."