7/21/2014 Lee Cooperman' s Favorite Stock Picks at Delivering Alpha Conference ~ market folly

http://www.marketfolly.com/2014/07/lee-coopermans-favorite-stock-picks-at.html 1/4
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About/Contact New Hedge Fund Wisdom Issue Just Released
Wednesday, July 16, 2014
Lee Cooperman's Favorite Stock Picks at
Delivering Alpha Conference
At CNBC and Institutional Investor's Delivering Alpha conference today, Omega Advisors' Lee
Cooperman shared his favorite stock picks.
He likes Actavis (ACT), a tax inversion play, Citigroup (C), a good buy he says because the
economy is healing with loan demand and one that could narrow the discount to book value
over time, as well as Gaming and Leisure Properties (GLPI) and Nordic American Offshore
(NAO).
Other plays he likes include: QEP Resources (QEP), Supervalu (SVU), Louis XIII (577 HK), and
Monitise (MONI.LN), the mobile payments play he's pitched before.
Lastly, he also mentioned Thermo Fisher Scientific (TMO), KKR (KKR) and Sandridge Energy
(SD).
Cooperman also noted that the last time the Fed raised rates was in 2006 and around 25% of
fund managers weren't really around to experience that.
He also joked that the last time he was bearish was during his Bar Mitzvah.
One quote that stood out from him was that, "if you buy something that's out of favor,
things seem to happen to make you right."
Lee Cooperman will be presenting new investment ideas at the upcoming Value Investing
Congress in a few months and readers can receive a discount to the event by registering
here and using discount code: MARKETFOLLY
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Posted by market folly at 12:12 PM
Labels: ACT, c, delivering alpha, GLPI, hedge fund portfolios, KKR, leon cooperman, NAO,
omega advisors, QEP, sd, SVU, tmo

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7/21/2014 Lee Cooperman' s Favorite Stock Picks at Delivering Alpha Conference ~ market folly
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