In uncertain times, it goes without saying that investors should stick with 'the known, and the true,' which is why I'm reiterating my Buy rating for Big Blue -- International Business Machines Corp. (NYSE: IBM), first recommended on February 18, 2009 at a price of $91.51. If you bought IBM in February, you're up about 35%. Just about everything is running in IBM's favor right now: look for a mid-single-digit revenue gain for IBM in FY2009 on stronger services division and software division revenue.

It goes without saying that you'd call this a selective market: Select the wrong stock, and there's a 30-40% haircut up ahead; select the correct stock, and you're positioned for the recovery with modest downside exposure. And with this in mind, 

