Eckhart's Peter Costa has three "G-rated" stock picks: giants in their sectors, each beginning with G.
First, let us point out that he is thinking long-term — a perspective that's very much in fashion among stock-market investors right now.
Recommendations:
His first pick is General Electric.
"Obviously, they're getting hit because there are certain things in their portfolio that aren't that profitable at the moment, but it's still a great company, with a broad mix," he told CNBC.
"They're well positioned for two years, three years, and four years down the road."
He also likes General Dynamics.
"General Dynamics, I absolutely love at this level," he said.