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.