NEW YORK (TheStreet) -- Which stocks should you be buying now?

Danton Goei, portfolio manager for the Davis Global Fund, said start withUnited Technologies . Its shares have fallen 18% this year partly due to global weakness in its Otis Elevator subsidiary, and the market has been overstating the impact of Otis on its parent company.

"In China [Otis has] about 15% of their profits coming from over there that are being impacted by the slowdown in growth, but long term it's a great business," said Goei. "UTX has only about 7% of their profits coming from China."

The Davis Global Fund is up 2.2% for the year to date, according to fund-tracker Morningstar.

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Goei is also bullish on Encana (ECA) - Get Report , which is down over 39% for the year to date. The oil driller has been plagued by low energy prices and recently announced it is selling assets in Colorado to shore up its balance sheet. In Goei's view, the price of the commodity has likely bottomed out and the company's CEO Doug Suttles is a great allocator of capital.

"Great properties, very low cost producers, decades worth of production and a very low multiple so we think it is very attractive," said Goei.

Goei is positive on Liberty Global (LBTYK) - Get Report , which has seen its shares fall nearly 12% so far this year despite the telecom giant's popularity among the hedge fund crowd. Liberty Global owns cable systems across Europe mainly in the U.K., Germany, Holland and Belgium. The company is trading at 14 times 2016 free cash flow and he expects free cash flow to grow in the "mid-teens which is attractive."

Finally, Goei is a fan of Chinese auto rental company CAR Inc. The company is headquartered in Beijing, listed in Hong Kong and sports a $4 billion market capitalization. He said the company is attractive because it is growing its car fleet, has Hertz (HTZ) - Get Report as a backer and is trading at a very low multiple.

"Hertz is an investor in the company. They used to be a competitor, but they figured 'if you can't beat them, join them,'" said Goei.