John Rogers of Ariel Investments Has Some Stock Picks for Us

Mar 15, 2013

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, Financial) - Thinks the CEO is an extraordinary operator

- Gannett (GCI, Financial) - Less than 10 times earnings with non-core assets that could be sold

- KKR (KKR, Financial) and Blackstone (BX, Financial) - Top private equity managers and will benefit from additional asset flows in the future

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