CNBC Stock Blog

3 Stock Picks, 3 Investing Rules: Global Strategist

Where are the opportunities outside the United States and what is the best strategy for investors who want to put their money outside the country? David Winters, CEO of Wintergreen Advisers, shared his ideas.

4 Star Global Value Investing

“You want a business with good or improving economics, you want a management that is working with you as a shareholder, and then an attractive price,” Winters told CNBC.

“And even after the run-up, there are a lot of stocks that are cheap.”

Winters said U.S. investors should increase their exposure to markets outside the country.

“We have a mature economy with a lot of leverage and it’s going to take a lot of time to work its way through,” he said.


Winters Likes:

Goldman Sachs —"It’s becoming a global company and with their competitors going away, they have a phenomenal reach," he said of the firm.

Berkshire CIB


Winters’ Global Play:

Compagnie Financiere Richemont


Schindler Holding

Birchcliff Energy

  • Watch Winters' Previous Appearance on CNBC (Aug. 12, 2009)

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No immediate information was available for Winters or his firm.