6 U.S.-Based Picks for the Global Economy

"The US slow down along with the lower dollar will take away some sales from ex-US companies with large markets in the US. For US based companies with markets outside the US, the low dollar represents an opportunity There is also a large and growing amount of worldwide trade that does not directly involve the US. For example imports from China to Europe increased from 75 billion Euros in 2000 to over 195 billion Euros in 2006."

"My long term investment preference is for smaller companies that have the opportunity for large future growth. I have been finding a number of great US based companies with market caps under $5 billion that have a large and growing proportion of revenues from outside the US. These companies are finding the markets, developing products and services for those markets, and they are navigating the regulatory and cultural issues to succeed outside the US. Here is a list of some of these dynamos:"