Stocks have been on the rise, but value can still be found in U.S. companies that are tapping the growth in emerging markets, Sean Kraus, senior vice president and chief investment officer of CitizensTrust, told CNBC Thursday.
"The U.S. economy is muddling through, but if you look at the emerging markets — that's fairly strong," Kraus said, pointing to value in U.S. exporters.
"U.S. companies selling abroad have strong business models ... and are seeing a lot of sales growth."
Kraus still considers the equity markets cheap, "especially when compared to bonds and other investments."
Stocks Kraus likes:
United Parcel Service
CNBC Data Pages:
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Disclosure information was not available for Kraus or his company.