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Stock Picks: Diapers & Tissues Nothin' to Sneeze At

Consumer staples and energy are on Ralph Shive's stock-shopping list.

His five-star First Source Monogram Fund is up an average of 13.72 percent per year over the last five years.

Recommendations:

Kimberly Clark tops his picks.

"In the consumer space, we prefer consumer non-discretionary," he told CNBC. "You can't live without diapers and Kleenex, and that's what Kimberly Clark does."

He's not worried about a possible rebound in oil prices.

"They can pass the costs along, I believe, because they're non-discretionary items," he said.

His energy play is Williams Companies.

"We're constructive on energy over the long term," he said. "Williams has come off pretty sharply in this energy correction; we think it's a relatively stable company within that space, and they have pipelines, which is a nice steady business."

Disclosures:

Disclosure information for Ralph Shive was not immediately available.

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