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5 Stocks That Could Outperform Even in a Pullback

February 1, 2026
in Trade Tube
Reading Time: 1 min read
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Kenny Polcari, Chief Market Strategist, SlateStone Wealth shares his top 5 stock picks for 2026 that could hold up even if the market gets choppy.

00:00 – Introduction & 5 Stock Picks
00:00:53 – Mag Seven: Stock Pickers?
00:01:21 – Microsoft: Top Pick?
00:01:26 – Merck: Healthcare Value
00:02:01 – Honeywell: Too Late to Buy?
00:02:33 – Procter & Gamble: Strategy
00:03:57 – Defensive Stocks in Pullback
00:04:38 – Pullback Drivers
00:06:13 – Stock Pickers Market
00:06:24 – Dow vs S&P
00:07:08 – Market Outlook
00:08:09 – Expected Returns 2026
00:08:42 – Tech Gains: Expense or Add?
00:09:04 – Closing

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