All in a matter of weeks we have gone from "the sky is falling" to dropping gas prices. People weren't happy before and they are not happy now. Is change and misery the only constants left in the world? Not from where I am sitting.

This shareholder friendly company is exposed to housing but has durability and a consistent dividend. It is a good contrarian investment before the housing industry picks up again.

Brandywine manager, Paul Ehrlichman is placing his bets on the US and Thailand. Thailand interests Ehrlichman because companies there have "excellent balance sheets", "dividend yields of 5 to 7%" and are trading at 5 to 10x multiples. Read about his top picks by clicking on FULL STORY.