Sanofi

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First up is French drug maker Sanofi ( SNY). While shares of Sanofi have gotten knocked around by the recent drama in the EU, this stock is still faring well against the S&P 500 this year -- the stock is up close to 18% since the first trading day in January. Now, with analyst sentiment on the upswing, we're betting on shares.

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Sanofi is one of the big pharma names with the lease exposure to the U.S. Only around 30% of the firm's sales are generated stateside, with another 30% earned in the EU. That diversified income statement is a good thing for SNY shareholders because it reduces the potential for regulatory headwinds that could impact sales of SNY's drug portfolio. Hefty exposure to emerging markets also bodes very well for Sanofi shareholders, given the pace that developing countries are consuming new drug treatments.

While competition is tough in the pharma business, Sanofi has done an enviable job of focusing more on unique drugs that have more defensible moats. The firm's acquisition of Genzyme was pricey, but it adds some attractive biopharmaceutical names to SNY's pipeline. That also helps to offset the patent expiration cliff that many of Sanofi's peers are facing right now.

A 3.92% dividend yield sweetens the pot for investors looking for a mix of value and income right now.

Sanofi also shows up on a recent list of 9 Stocks to Buy for a European Recovery.

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