The bear market plummeted again this week after another hot inflation report for August. The news brought the major averages down to their worst day since June 2020 on Tuesday and all All S&P 500 sectors – with the exception of utilities – are down more than 10% from their 52-week highs. Tuesday’s sell-off was brutal, but analysts warn that this is not the end of the road. More pain could come as recession fears grow and the Federal Reserve raises interest rates. This week’s inflation reading is another indicator that the central bank may hold onto its positive stance going forward. In this context, opportunities in the market look slim to many investors. But even in this uncertain state, there are some rare bright spots and names that stand. In a note to clients on Tuesday, BMO Capital Markets chief investment strategist Brian Belski said investors should focus on high-quality names and better dividend growth than sectors. defenses such as utilities and consumer staples during times of uncertainty. “Indeed, we want to focus on High Quality and Dividend Growth, which has historically recorded solid returns as volatility rises and increases, and has done a better job of providing a measure of protection against the price during a bear market, while also participating in price increases,” he wrote. “These types of names also provide favorable fundamental attributes that we consider crucial when it comes to consistency of long-term returns.” To find the so-called gates in this storm, CNBC Pro used FactSet data to sift through the stocks in the S&P 1500 Composite that had positive values for the year, paying dividends of 2% or more, and loved by analysts, with at least 70% saying buy them. Here are some rare stocks that have emerged: A wide range of utilities and energy companies that have performed better amid problems stemming from the crisis in Ukraine has taken a toll. That includes AES Corp and Baker Hughes. Of the names on the list, shares of Marathon Petroleum are up more than 50% this year — higher than any other company on display. A recent screen from CNBC Pro named energy stocks one of the winners of the latest earnings season based on its recent and future projected performance. VICI Properties boasts the highest dividend yield among stocks that meet the screen’s criteria. Shares of the real estate investment trust are up more than 10% this year. Several financial names including MetLife and real estate investment fund Agree Realty Corporation also made the list.