Despite the recent setback, Omnicom will eventually close its merger deal with Publicis sending the stock higher, says Eric Schoenstein, portfolio manager for the Jensen Quality Growth Fund. Schoenstein says the increase in tech-driven ad-buying will boost the combined company's profits. He is also bullish on Ecolab for its water treatment business in the face of Western droughts. Finally, Schoenstein likes Colgate-Palmolive's stock due to its steady, global profits in the face of the market's tech-related volatility.

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