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Quick Take: Citrix, Visa Have Room to Run

NEW YORK ( TheStreet) -- With equities having a strong 2013, Margaret Vitrano, portfolio manager of the ClearBridge Large Cap Growth Fund, tells TheStreet's Gregg Greenberg what stocks she still likes.

Anheuser Busch (BUD) is up roughly 14% year to date, and Vitrano said steady beer volumes and strong management continue to lead to the way for the stock price.

Investors continue to be pleased by the way the company overdelivers, and its innovation is leading to pricing power, she said.

Vitrano continues to like Citrix Systems (CTXS - Get Report), even though it's up 15% in the past month and trades with a price-to-earnings ratio of 21, based on forward earnings estimates. The company is at the forefront of a very large trend in mobile and still has plenty of upside, she said.

Vitrano said she wouldn't be surprised if Visa (V - Get Report) was still part of her fund's holdings five years from now. She said it's one of the best secular stories in the financial sector. The trend from cash to cashless transactions is very powerful and will continue to tilt in Visa's favor.

Finally, Vitrano also likes Yum! Brands (YUM), despite the recent food safety woes in China. She said the problems have likely passed and that there are plenty of underpenetrated areas left to tackle, including Asia, India and Africa.

-- Written by Bret Kenwell in Petoskey, Mich.

Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

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