Recent geopolitical tensions and election-related noise have resulted in market volatility beyond the control of investors. When investing in times like these, Kim Forrest, chief investment officer at Bokeh Capital Partners, follows a few principles to ensure portfolio success. In an interview with CNBC’s “The Exchange” on Monday, Forrest advised investors to look for companies that consistently outperform their peers. She also owns companies with strong balance sheets. Additionally, she said to look for companies that focus on product marketing or are customer-focused to ensure customer retention. Forrest said these factors combine to ensure the company can outperform its peers. “That’s what we’re looking for, not who’s going to be president and what we should invest in,” Forrest said in an interview. Stock Picks The investor provided the names of three companies she believed met her criteria: Exxon Mobil, artificial intelligence company Micron Technology and Urban Outfitters. ExxonMobil not only “pulls oil out of the ground,” but it also has a chemicals division and operates around the world. Forrest said this ensures product and geographic diversification. Regarding Micron Technology, Forrest said she is a “believer in artificial intelligence.” According to the investor, NAND flash memory produced by Micron is critical for providing the data needed to further develop artificial intelligence. As for Urban Outfitters, Forrest said that while its namesake brand is struggling, its other brands, Free People and Anthropologie, continue to gain strength. Forrest said Urban Outfitters’ recent appointment of a new president should translate into appeal to younger customers this season. “We think this company is a great seller that can do this over and over again,” Forrest said. The company has been in business for nearly 50 years and has a history of operating in diverse consumer and economic sectors. “This company knows that consumers will change, and they seem to be able to anticipate those changes and continue to provide services,” Forrest said.
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