Fast-Track Stocks In a Slowing Economy

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 .

"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 , and prefers it to its giant arch-rival, Coca-Cola .

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• Learn more: Watch the entire interview (3 mins, 16 secs)

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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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