On a day like today, when the Dow tumbles more than 1000 points (3.12%), Nasdaq drops 5%, the S&P500 losing 3.56% making the worst single-day sell-off since 2020, we find the need to provide investors with our thoughts on the market in general and portfolio stocks in particular.

At a glance, we believe if you haven't sold at the highs, you shouldn't sell here. Markets bottom when sentiment is extremely negative, which a 10-decline to 1-advance day like today is a great indicator. The S&P oscillator that we usually keep an eye on is at oversold indicator, not indicating that it will bottom tomorrow, but that historically, selling at this level is a mistake. On days like today, hedgefund managers like Jim Cramer would have you buy whatever you see around you.

With that said, it depends on which stock you own. That's why we should cover each stock through a rapid-fire fashion.

1. Apple (AAPL) — Continues to hold. Most recent quarter was a beat on the top and bottom line. Slowdown in China is expected, shouldn't be a surprise.

2. Advanced Micro Devices (AMD) — What a phenomenal quarter the company recently reported! Frustrating to see the stock fell so much this year, but the company is doing so well that it's a screaming buy at this level.

3. Boeing (BA) —  We don't want to buy any Boeing as much as the stock has lost almost half of its price within the past year. The company is currently just so poorly run now,  that our capital is better off being put somewhere else. However, if a change of CEO comes to play, we would like to nibble on some shares.

4. Costco (COST) — Costco has become the Apple of retailers, meaning its so stable and so loved. Historically, buying at the 200-day Moving Average has been a winner. However, the stock trades at a relatively expensive forward earnings multiple (40x vs the S&P500's 18x), so don't go all-in.

5. Salesforce (CRM) — We only have a very small position in this name, and we have to admit currently we find no reason to buy this stock other than the fact that it has gotten cheaper than where we initially bought it. Very high forward P/E. 

6. Cisco Systems (CSCO) — A little concerned about how global business slowdown is impacting the company. But we like its valuation, dividend payout and the track record of CEO Chuck Robbins, so we’re willing to hold on a little longer.

7. Coterra Energy (CTRA) — we initiated this name last month. An energy and natural gas play. A buy if you haven't bought it yet.

8. Chevron (CVX) — Warren Buffett’s Berkshire Hathaway buying up Chevron shares was a great endorsement for a stock we own and like, too.

9. Danaher (DHR) — Had a great quarter. Don’t be deceived by this recent decline. We’ll keep adding to our position to increase its weighting in the portfolio.

10. Disney (DIS) — An iconic American entertainment brand whose stock price has de-risked all streaming-related business, yet the business is still humming.  

11. Devon Energy (DVN) — Energy play. Management remains tremendously disciplined with its strategy to return capital to shareholders. It benefits from oil prices remaining elevated. 

12. Ford Motor (F) — We have been continuously buying Ford. We sold in the mid twenties. Stock is trading below historical valuation multiple albeit the company being run completely differently and has so many exciting things waiting ahead.

13. Meta Platforms (FB) — Second-cheapest stock in the FAANG megacap complex which stands for Facebook, Amazon, Apple, Netflix and Google parent Alphabet. We’re believers in CEO Mark Zuckerberg overcoming near-term challenges.

14. Alphabet (GOOGL) — The cheapest stock in FAANG. While there was a slowdown in YouTube ad sales, we think it was an all-around strong first quarter.

15. Halliburton (HAL) — An oil service play, a bet that oil drilling activity will pick up if crude prices continue to be elevated.

16. Eli Lilly (LLY) — Our favorite drug stock. It has the best pipeline, including its experimental weight loss and Alzheimer’s drugs which has beaten Biogen out of competition. Buy if you don't own any.

17. Morgan Stanley (MS) — Solid financial performance, dividend yield and buyback program. Buy.

18. Microsoft (MSFT) — Had a fabulous quarter, but is likely to struggle until we get relief from the 10-year Treasury yield. Buy.

19. Procter & Gamble (PG) — The market has to pick a side. If they fear recession than this has to work. If they overlook recession than this won't work, but the rest of the portfolio will. It just can't be both.

20. Wells Fargo (WFC) — Stock has come down big enough since we last sold it after a disappointing quarter. Everyone knows this one will earn huge when interest rates go up. Well, interest rates have moved up and will pick up pace soon. What are you waiting for?