Charlie Bobrinskoy of Ariel Investments, value investing firm headed by well known value investor John Rogers was on CNBC to discuss his top value picks. Charlie is vice chariman, director of research and co-portfolio manager of Ariel Focus Fund.
His top picks are: Morgan Stanley (MS), Microsoft (MSFT), Walgreens (WAG), and JP Morgan (JPM) is also cheap but not as cheap as Morgan Stanley. But he believes that Jamie Dimon is the best bank CEO out there and that makes its stock very attractive after the recent drop.
Here is the video:
About the author:
I am an individual investor with deep interest in the field of value investing. My ideas and thinking is inspired by highly respected value investors like Ben Graham, Warren Buffett, Walter Schloss, Bill Ruane and Tweedy Browne
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