These stocks could benefit from a weaker dollar, portfolio manager says

have the highest exposure to international markets at more than 40% of total revenue.

JC O'Hara, chief market technician at MKM Partners, says that dynamic is already showing up in the stocks' performances. "When you get down to the individual stocks, you want to find those companies who derive a good portion of revenue from overseas," O'Hara told CNBC's" on Wednesday. "Off the March low, we [saw] a basket of S&P 500 stocks with above average revenue from international markets outperform. That basket returned 61%. Now that compares to the S&P, which over that same time period was up 53%."Stocks with a small portion of revenue derived from outside the U.S.

"The moral of the story is, you want to go hunting in a weak dollar environment for those companies that have good foreign earnings," he added. Chad Morganlander, portfolio manager at Washington Crossing Advisors, is looking for opportunity in the industrials space. The

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