NEW YORK (TheStreet) -- Joy Global( JOYG), Cameron International (CAM) and Carbo Ceramics (CRR) - Get Report are the best bets in the natural-resources boom, says Peter Tuz, manager of the Chase Growth Fund (CHASX) - Get Report.

The $331 million mutual fund, which garners four of five stars from


(MORN) - Get Report

, has returned 16% over the past year, better than 56% of its Morningstar peers. During the past 10 years, the Chase Growth Fund has risen an average of 3.4% annually, better than 62% of its rivals.

Welcome to


Fund Manager Five Spot, where America's top mutual fund managers give their best stock picks and views on the market in a five-question format.

Shares of Joy Global have run up tremendously in the past year. How much further can they go?


The run-up is far from over. Joy Global can have 20% earnings growth between 2011 and 2012, driven by the capital expenditures of the world's leading mining companies like

BHP Billiton

(BHP) - Get Report


Freeport McMoRan

(FCX) - Get Report


Cameron provided the blowout preventer for the failed Macondo well in the Gulf of Mexico. Can the company now move forward?


They can and will move forward. Of all the big oil and gas exploration projects going forward, the great majority are in deepwater offshore in the U.S. and the Gulf of Mexico. They are also going to be offshore Brazil and West Africa, and those projects cannot be completed without the products that Cameron sells.

In natural gas, you like Carbo Ceramics. What role does the company play in tapping into natural gas and what's your outlook for the company?


We have a good outlook for Carbo Ceramics. The United States has turned into a big natural gas producer driven by these shale plays, the closest being the Marcellus Shale in Pennsylvania. Carbo Ceramics sells little ceramic beads that helps the natural gas flow out of wells more effectively.

Walgreen's (WAG) last quarterly earnings report was mixed. Do you still like the stock?


This is a transition year for Walgreen. They are repositioning some of the stores and getting ready for a huge wave of generic medicines because of drugs like Lipitor losing their patent protection next year. So they are getting ready for a big push forward next year, I believe.

You like dental supplier Henry Schein (HSIC) - Get Report. A lot of people put off their visits to the dentists during the downturn, so are they coming back now?


They are coming back. Dental supplies have proven to be recession-resistant, but not recession-proof. As the populace feels better about the economy, their business will pick up and it should be a good consistent grower.

-- Reported by Gregg Greenberg in New York.

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