The stock market today is selling off at the end of another volatile week. “You have to be picky and you need to own companies that are going to be part of the solution to the labor shortage and to persistent, sticky inflation,” says Nancy Tengler on stock picking in the current environment. "I believe that if we see a recession, it will be in 2023. The Federal Reserve policy mistake has already occurred and continues to occur," she adds. Tengler makes the case for stocks like Palo Alto Networks (PANW), Fortinet (FTNT) and ServiceNow (NOW).