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David Winters on His Favorite Stocks and the Euro Crisis

David Winters talks with CNBC's Amanda Drury and Brian Sullivan about how to navigate choppy markets. They also discussed portfolio holdings Richemont, Nestle (NSRGY), and Jardine Matheson.

Top ten holdings below:

Ticker Company Industry Shares Value ($1000) % Weighting as of

2011-06-30 Share # Change

from Last Period Trade Impact to Portfolio (%)

Holding History

CNQ Canadian Natural Resources Ltd. Oil & Gas Producers 2,237,334 93,790 16.9409% +3.11% +0.51% History

BEN Franklin Resources Inc. Financial Services 500,444 65,703 11.8677% -1.52% -0.16% History

BRK.B Berkshire Hathaway B Insurance 811,223 62,781 11.3399% +1.05% +0.12% History

RAI Reynolds American Inc. Personal & Household Goods 1,224,280 45,360 8.1932% -2.14% -0.16% History

PM Philip Morris International Personal & Household Goods 689,372 45,295 8.1814% 0 0 History

CTO ConsolidatedTomoka Land Financial Services 1,543,075 44,132 7.9714% 0 0 History

MA MasterCard Cl A Financial Services 145,698 43,905 7.9304% +348.3% +6.16% History

GD General Dynamics Corp. Industrial Goods & Services 365,831 27,262 4.9242% 0 0 History

KO CocaCola Co. Food & Beverage 340,912 22,940 4.1436% -5.25% -0.21% History

GOOG Google Inc. Software & Computer Services 37,000 18,736 3.3842% +393.33% +2.7% History

Looking at the European markets and why we see repercussions in the U.S. based on what happens there. Also, where the big money is going, with David Winters, Wintergreen Advisers, and Komal Sri Kumar, TCW.

About the author:

Jacob Wolinsky
My investment ideas have been inspired by many of value investors including Benjamin Graham, Charles Royce, John Neff, Joel Greenblatt, Peter Lynch, Seth Klarman,Martin Whitman and Bruce Greenwald. .I live with my wife and daughter in Monsey, NY. I can be contacted jacobwolinsky(AT)gmail.com and my blog is www.valuewalk.com

Visit Jacob Wolinsky's Website


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