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Manager: Global Reach Makes Stocks Attractive

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Strong brand presence and global reach are enough to make two very different companies attractive investments to at least one analyst.

Kim Caughey, vice president and senior equity analyst at Pittsburgh-based Fort Pitt Capital Management told CNBC she's keen on Joy Global and VF Corporation.

Joy Global, a manufacturer of machinery for the mining industry is already doing business in Russia and is ready to move into China and India.

"Commodities are hot, and getting them out of the ground is important," Caughey said. "[Joy Global has] a strong brand name in the industry, and they also have about 50 percent of their sales in non-North American markets."

Caughey also likes the global scope of VF, a clothing manufacturer whose non-North American market accounts for about 30 percent of sales.

"They have a strong brand presence," she said. "They own brand names like Lee and Wrangler on the lower end, and North Face and Seven For All Mankind on the upper end."

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Caughey said the stock has suffered recently "and that's why we're recommending it."

Caughey does not personally own either stock, but her fund owns both.