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John Faucher says there's still room for a portfolio to grow in beverages and personal care.
The JPMorgan senior analyst favors companies with significant international exposure -- but he has his reservations about bottlers.
"The highly-profitable convenience- and gas-store volume -- those 20-ounce bottles you see out there -- those are down, because people are spending more money on gas," he told CNBC.
Recommendations:
So what names does he like?
"Right now, we still think some of the bigger, multinational names that are still putting up teens earnings growth -- a Colgate [CL
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], a Pepsi [PEP
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], a Coke (Coca-Cola) [KO
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] -- the valuations, again, are at 15- to 20-year lows right now, solid dividend yields, good visibility...volatility surrounding some emerging markets, but at these prices, we think it's more than priced in," he said.
Disclosures:
Colgate-Palmolive, Pepsi-Cola, and Coca-Cola are investment banking clients of Faucher's firm.
-- Brooke Sopelsa contributed to this article.
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