David Winters, whose fund is in the top 7% of funds in its class over the past five years, according to Morningstar, says “things will get better” in the U.S., and he’s finding several bargains in the stock market. “Selective stocks are very cheap,” Winters tells Bloomberg. He says that after a recent trip to Asia, he’s high on consumer stocks, and he also talks about a mining stock he’s particularly high on.