Turkey's economic and currency woes rattled global markets, but not to the point where it made sense to buy U.S. stocks. 

That's the assessment from Mariann Montagne, a portfolio manager at Gradient Investments. 

The S&P 500 wrapped up Friday's trading session down 0.7% to 2,833. That's still only 40 points away from the index's January 2018 highs.

Montagne likes high dividend yielding industrials stocks like Cummins (CMI - Get Report) , especially during times of political uncertainty in the market. 

TheStreet's Jim Cramer highlights dozens of stocks that can be bought amid the Turkey volatility in his Real Money column on Monday, such as TJX (TJX - Get Report) , Ross Stores (ROST - Get Report) , Burlington Stores (BURL - Get Report) , Dollar General (DG - Get Report) , Urban Outfitters (URBN - Get Report) and Five Below (FIVE - Get Report) .