CNBC Stock Blog

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

Andrew Fisher
WATCH LIVE

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
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Diversity is Key

Disclosures:

No disclosure information was available for Lewis or his company.

Disclaimer