- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- HP Comes in As Expected; Is It Time to Buy?
- Wave of Debt Payments Facing US Government
- Paul: Audit the Fed
- Prepare For Large Decline In Stocks, Next Year?
- Hewlett-Packard Profit Rises, Matches Guidance
- Holiday Travel Outlook
- The Social Media Gaming Threat
- Why Amazon Rules Retail
- Suze Orman's Warning Signs of a Bad Financial Advisor
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- HP's Mark Hurd
- HP Comes in As Expected; Is It Time to Buy?
- 9 Stocks That Play Rising Water Costs: Strategists
- Weis' Deal Likely Won't Change Big Money Contracts
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Nov. 23: Unusual Volume Leaders
- Help Wanted—Please Run $4 Billion University
- Apple Comes to AT&T's Rescue
- More Consumers Giving 'Black Friday' the Cold Shoulder
- Prepare For Large Decline In Stocks, Next Year?
- Tuesday's Heavy Dose of Data to Dictate 'Risk' Behavior
- Hewlett-Packard Earnings Rise, Match Guidance
- HP Comes in As Expected; Is It Time to Buy?
- Cramer: What Monday’s Housing Number Really Means
- Why the Dollar Will Likely Stay Weak for Some Time
- Bear, Lehman Execs Weren't Wiped Out by Crisis: Study
- How Real Estate Investors Skew Housing's Reality
RSS FEED
CNBC Stock Blog
Five-star portfolio manager William Fries says you can make money in this global slowdown -- with the right "approach to value."
Fries is co-portfolio manager of the Thornburg International Value Fund [TGVAX
Loading...
()
], which is down 14 percent year-to-date -- but up nearly 140 percent over the last five years.
"There are a lot of slowdowns on the periphery of Europe," concedes Fries.
But he told CNBC that there are good Continental buys to be found, by seeking "consistent earners" that fit Thornburg's "approach to value": diversification across three types of stocks.
Recommendations:
Fries likes:
- SAP [SAP
Loading...
()
] in Germany
- Telefonica [TEF
Loading...
()
] in Spain
- and back in North America, Canadian Natural Resources [CNQ
Loading...
()
]
Disclosures:
Disclosure information was not immediately available for Fries or for his fund.








