Investing Experts Steven Cress picks Lockheed Martin + Sandisk for balance and diversification, growth and income
Aug 17, 2026
Steven Cress, a former hedge fund manager and Seeking Alpha analyst who runs model-driven portfolios, explains why balance and diversification matter now. He contrasts Lockheed Martin as an income-oriented pick with SanDisk as a cheap, high-growth data center play. He also describes systematic model rules, sell triggers, and portfolio oversight in short, practical terms.
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Barbell Diversification Works During Rotations
- Markets are rotating between risk-on and risk-off, so broad exposure reduces timing risk.
- Steven Cress recommends a barbell diversification combining income names and opportunistic growth to hedge geopolitical and inflation uncertainty.
Keep Investing And Use A Monthly Barbell
- Keep investing regularly and use a barbell: income stocks as the defensive side and select growth stocks opportunistically.
- Income names typically live in financials, healthcare, utilities, and REITs as Cress's hedge.
Lockheed Martin Offers Durable Income With Backlog
- Buy Lockheed Martin for income: forward yield ~2.3% and strong backlog due to depleted global stockpiles.
- Cress notes analysts are raising estimates and valuation sits in line with the industrial sector.