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.
On his list are Amphenol, Chubb, Aon, and Sysco.