The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

The bearish commentator John Mauldin analyzed some market data recently, and his takeaways were depressing for investors. John and David are not market timers, but they do believe in adjusting their thinking along the way. And right now, all signs indicate that it's time to focus on quality. John and David have been doing just that by picking up shares in companies like ExxonMobil and Intel. Both companies are extremely attractive and generate lots of cash flow. For those investors looking for just a bit more potential upside, then MAKO Surgical might be worth a look.

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David Meier owns shares of Apple. John Reeves owns shares of Apple and Google. The Motley Fool owns shares of Apple, Google, Intel, MAKO Surgical, and ExxonMobil. Motley Fool newsletter services recommend Apple, Google, Intel, and MAKO Surgical. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.