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Jim Awad thinks an investor should build a stock portfolio with BRICs. The biggest opportunities for growth can be found in the so-called BRIC countries -- Brazil, Russia, India, and China -- but it's not necessary to leave home to get into that market.
"The secular growth in the BRIC countries, particularly...China and India, (is) very powerful," the chairman of WP Stewart Asset Management told CNBC.
"The fact that U.S. multinational corporations are uniquely positioned to benefit from that, and because of the problems in the U.S. market, multinational growth companies are particularly cheap and attractive."
Recommendations:
"At this price, with this dividend yield, General Electric [GE
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] works," Awad said. "I think United Technologies [UTX
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] works, Automatic Data Processing [ADP
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] works; a company which we recently bought, Fastenal [FAST
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], which distributes everything to everybody...works; I think General Motors [GM
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]...they still have to work their way through problems, but I think there's tremendous opportunities in companies leveraged to the overseas growth."
Disclosures:
General Electric is the parent company of CNBC and CNBC.com.
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