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John Rogers of Ariel Investments Has Some Stock Picks for Us
Posted by: CanadianValue (IP Logged)
Date: March 15, 2013 03:16PM
When asked what investors need to be worrying about, Rogers suggests that trouble in the Middle East or a terrorist attack would be the top of his list of concerns.
His favorite stocks are:
- CBS (CBS) - Thinks the CEO is an extraordinary operator
- Gannett (GCI) - Less than 10 times earnings with non-core assets that could be sold
- KKR (KKR) and Blackstone (BX) - Top private equity managers and will benefit from additional asset flows in the future
Guru Discussed: John Rogers: Current Portfolio, Stock Picks
Stocks Discussed: CBS, GCI, KKR, BX,
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