Despite concerns about slowing growth, Heartland Financial Chief Investment Officer Nancy Tengler tells CNBC's "Power Lunch" on Friday the U.S. is still the best house to invest in a bad neighborhood. "Global economies are what could be characterized as fragile," Tengler said.
In this environment, Tengler is overweight health care. "We understand the political risk. This is valuation and top line growth driven despite the political rhetoric," Tengler said.
Abbott Labs, Amgen, Medtronic, Microsoft and Apple are higher during trading, while Cisco is lower.