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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