Well-know value investor and hedge fund manager Scott Black
of Delphi Asset Management was at Barron's 2012 Art of Successful Investing Conference and discusses his top picks in the energy and health care sectors. He also discusses his top picks in the technology sector: He said "avoid PC stocks."
-- Hist top pick in the energy sector: Bonanza Creek Energy (BCEI
-- His top pick in the health care sector: Medical Property Trust (MPW
-- His top pick in technology: Qualcomm (QCOM
Credit and source: Barron's
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