In a recession you don't want to buy or average down in a stock just because you think it's cheap. You want to buy a company because you think its fundamentals are improving.

I think you always want to keep a focus on investing in companies that are increasing their competitive advantages in tough times. You want to stay focused on companies that are healthy and increasing their lead on the competition. If you do that, you'll emerge stronger from the recession. You don't want to just load up on shaky companies.