Investors looking for a blend of red-hot winners and beaten-down cash cows have come to the right place.

With a little over two months left in the year and the major indexes hovering around all-time highs, many investors may be feeling uneasy about stock market valuations and how long the artificial intelligence (AI)-fueled rally can last. Whereas others may view AI as a game-changer that will boost productivity, earnings growth, and investment returns over the long run.

Regardless of where you stand, it's a mistake to overhaul your investment strategy based on emotion. A better approach is to be selective by targeting companies you believe are worth their valuation, even if there's an economic downturn, a slowdown in AI spending, or any other factor that could throw a wrench in near-t

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