Mark Hogan - Business Courier of Cincinnati:

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Hogan and his cohorts at are finding most of theire opportunities in international stocksand U.S. stocks with a lot of overseas operations. "Our economy is definitely and there are some troubled Hogan said. So he's looking to companies that gain from the fast growth in India andSouth America. The credi t crunch and housing market problemz that havestricken U.S. markets have been sourcexs of concern, Hogan said. "We don't thinmk it's over yet," he said. "It'll probably be six to nine months befores real estatebottoms out." Still, he'sa finding some financial stocks worth a such as (HIG).
Despite the pitfalls that the market faces, Hogan isn't too down on its Even though earningsare slowing, he still expects high single-digit growth. And stocki valuations are as lowas they've been in 10 Consumer staples is an area he favors. Beer and wine maker tops that list, as does (UN), whichu has a batch of food and personaplcare brands. In health care, he expects (ZMH), a makerr of artificial joints, to post growth of 12 percentr to15 percent. Closer to home, Hogan favors locao media company E.W. Scripps It's about to split its Internet and cablwe TV network businesses off from itsnewspapetr unit.
"We think it has tremendous futurse potentialfor growth," he said. Hoganm joined RiverPoint in 1999 and has been in the businessx for22 years.