Anheuser-Busch InBev may be under-performing the S&P 500 over the past year, but that won't last long because the beer giant has tremendous market share and margins in the countries in which it operates, says Michael Clarfeld, portfolio manager for the ClearBridge Equity Income Fund. Clarfeld is also bullish on UTX because of the recurring revenue in its elevator and jet engine businesses. Finally, he likes Oracle because of its high margins and recurring maintenance revenue.

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