NEW YORK (TheStreet) -- With so much uncertainty in the stock market, it's nice to have a relatively stable area where investors can take long-term cover.Lately, it's been dividend stocks. Now, we're told that run is over. I don't buy it. It's rarely, if ever, a bad time to make regular purchases of dividend payers, particularly in growth stocks. In fact, most investors should probably use the strategy as a major portfolio foundation. That said, speaking directly to sectors, there's probably not a space with better visibility and relative certainty than media. There are incredible existing and potential synergies between big media and empire building, particularly in sports programming and franchises. I have hammered it pretty hard: Buy big media stocks because/if they:
- Control key 'appointment viewing'-type content, such as live sports programming; Have a clear path to grow revenue by expanding that empire.