Monday morning, we’ll have some uncommon sense insight and advice in an interview with a long-time money manager who was holding 22% cash before this panic-driven drop.

“The fox is in the hen house — it’s better to be the fox. Selling during a panic is a bad idea and eating chickens is a good idea.” John O’Connell, Chairman & CEO, Davis Rea.

Today’s Capital Ideas Digest, look for the email alert at 7 pm eastern time, features research on 15 high conviction stocks at compelling prices.

Amid volatile markets are strong companies trading at attractive prices worth considering. Tomorrow’s Digest has 15 high conviction stocks at compelling prices.

Look out for next Tuesday’s Capital Ideas Digest for 15 high conviction stocks at compelling prices to take advantage of this volatile market.

Well, at least nothing happened while we were away. Next week in the Digest, we’ll look at research on high conviction stocks to weather volatile times.

Please note the Digest will not be published March 3 and will return March 10. And the Morning Note will not be published from Feb. 27-March 4, and will return March 5.