Ignore the markets, look past the volatility and focus on the companies, says Gabelli Portfolio...

|By:, SA News Editor

Ignore the markets, look past the volatility and focus on the companies, says Gabelli Portfolio Manager Zahid Siddique. The fundamentals still matter, and there are a number of companies out there with good management teams, solid cash flows, a strong balance sheet and attractive valuations. His favorite picks: Thomas & Betts (TNB), Boeing (BA) and Tennant (TNC). (Video).