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Unilever, Visa and NXP Semiconductors Are Superior Stocks, Says Mott Capital Manager

Unilever (UL) shares are up over 7% so far this year and the consumer staples giant will continue to perform well as it expands its reach in the emerging markets, said Michael Kramer, portfolio manager for the Mott Capital Management All Cap Growth portfolio on Covestor.

"About 60% of Unilever's revenue actually come from the emerging markets," said Kramer. "Americans take for granted going to the store and picking up simple items like soap and we make up a very small percentage of the world's population, so think about the growth opportunities Unilever can capture."

Kramer is also bullish on Acadia Pharmaceuticals (ACAD - Get...