With the major U.S. stock indices in a downward trend amid a number of economic uncertainties pressuring the global economy, investors are looking for safer bets with steady returns. Dan Kern says the market may lack decisive direction until we have answers to questions surrounding the path of the war in Ukraine, inflation and Federal Reserve policy; however, he likes three names that appear to be supported by long-term themes: Deere & CO (DE), Rockwell Automation (ROK) and Taiwan Semiconductor (TSM).