Plug Power (PLUG) stock price is down almost 38% year-to-date. "Plug Power is finding a bottom. Investors are optimistic as the company has been awarded an order for one gigawatt electrolyzer to hydrogen company H2 Energy Europe," says Julie Gillespie. Next, Micron (MU) tends to outperform the stock market. The semiconductor stock increased the dividend by 15% recently. "Visa (V) stock price tends to be recession-proof. Consumers still need to spend and the company almost has a monopoly in this area. Visa has a 97% operating margin," Gillespie adds.