Meeks: Apple, BorgWarner to ride out correction

Delta Air Lines airplanes at Ronald Reagan National Airport in Washington last July.
Andrew Harrer | Bloomberg | Getty Images
Delta Air Lines airplanes at Ronald Reagan National Airport in Washington last July.

Paul Meeks, member of the "Squawk Box" Platinum Portfolio, is confident that the U.S. stock market is strong, making any dips—and even a possible correction—good buy opportunities for Apple, BorgWarner and other companies with resilient growth stories.

The director of institutional investing at Saturna Capital believes that U.S. equities continue to be "the best global asset class."

"I do not think that fixed income is investible here almost anywhere in the world," Meeks said, citing slowness and structural issues in major emerging markets and weakness in Europe and Japan.

Here are his top picks: