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How does an investor get on the fast track in a slowing economy? Eric Schoenstein of Jensen Investment Management has a couple of suggestions.
His four-star Jensen Portfolio is up an average of 7 percent per year over the last five years.
Recommendations:
His first pick is medical device maker Stryker [SYK
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"It has very good sustainable competitive advantages that will allow it to grow into the future at very robust growth rates," he told CNBC.
"One of the things that sets a company like Stryker apart from many other so-called 'quality growth companies' is their ability to...perform in a number of different environments."
Schoenstein also likes Pepsi-Cola [PEP
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"We like Pepsi because of its diversity across products," he said.
"You've got both beverages and snacks, and...that ability to go to the retailers and go to the marketplace with a broad portfolio of products -- 18 megabrands with over a billion dollars in sales -- really gives them an extra step up."
Disclosure:
Schoenstein owns Stryker and Pepsi-Cola through his fund and also owns Stryker personally.
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