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Stock Picker: Buy This Diversified Portfolio (Pt. 2)

Andrew Fisher
Wednesday, 14 Jan 2009 | 10:59 AM ET

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.

Recommendations:

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

(See Part 1 for five more Lewis picks: Financial, Agriculture and more)

Diversity is Key
Diversity in sectors is the best way to invest, Edward Lewis from Atlantic Equities said Wednesday. He sees signs of recovery in Monsanto and Walgreen. His US stock picks include Amphenol, Time Warner, Monsanto, Chubb, Aon, and Sysco.

Disclosures:

No disclosure information was available for Lewis or his company.

Disclaimer

  Price   Change %Change
1600
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APH
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CB
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SYY
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GE
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WAG
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