Fund manager Scott Black, who is a member of the Barron's Roundtable, was interviewed at the Art of Investing Conference.
Black is bullish on Medical Properties Trust (MWP) a health care REIT with a 7% yield.
The company has a $1.5 billion market capitalization and develops and leases health-care facilities, mostly acute-care hospitals. MWP has 72 facilities, located primarily in in Texas, California and the New Jersey/Pennsylvania area.
Black noted that "operating earnings, or funds from operations, are growing by double digits, helped by bolt-on acquisitions."
Black is also bullish on EMC as he sees continued growth for data storage.
"We also own EMC the leader in large-scale data-storage systems and software. EMC, based in Hopkinton, Mass., is the largest owner of VMW a cloud-infrastructure company whose earnings are growing about 20% a year. Traditional storage arrays are growing by less. Blended, EMC's earnings are growing by 11%. EMC has close to $4 a share in excess cash. The stock trades for $25, or $21 net of cash. That's 10.5 times next year's estimated earnings of $2 a share."