Great Balance Sheets & Pricing Power With J, MTZ, VMC

"The stock market today has been testing the resolve of the Federal Reserve over the last year. The old paradigm of them saving the economy and markets is now gone. Now, the Fed has to think more about the price stability mandate. I am not surprised that some of the comments during the FOMC minutes were hawkish. The employment levels are the disease in my mind with inflation. I think there will be a recession and the Fed wants that," says Bryant Vancronkhite. Then he provides his mid-cap stock picks: J, MTZ, VMC. We want to see strong balance sheets and great pricing power with these companies.