Stick with stocks with healthy balance sheets, says portfolio manager

STORY: “There is a point in the future where you start to see, I think a a more growth-y type of market. When rates do get lower. But between now and then that could be 3 or 4 quarters. So we’re talking about 9 to 12 months time and staying invested os going to be a focus on quality. You want to look for companies that have good cash flow metrics, meaning they’re taking top line revenue and they’re being very productive with it and churning out organic growth. So they’re not financing that growth by borrowing money and then protecting their bottom line earnings per share,” says Mulberry.