At last year’s Delivering Alpha he tipped equities as the “best house in the financial neighborhood.”
At this year’s Delivering Alpha he tipped equities as the “best house in the financial neighborhood.”
But in case you thought Leon Cooperman of hedge fund Omega Advisors had mixed up his notes and given last year’s Best Ideas presentation this year, we’ve got his top ten stock picks for 2012’s Delivering Alpha conference.
| Leon Cooperman’s Top Stock Picks | |||||||
| COMPANY | 07/12/12 PRICE | 2012 EPS | 2012 PE | 2013 EPS | 2013 PE | DIV. YIELD | GROWTH RATE 3 TO 5 YEARS |
| AIA Group Ltd | 3.47 | 0.29 | 12.10 | 0.34 | 10.2 | 1.6% | 15.0% |
| Capital One Financial Corp | 53.36 | 6.50 | 8.2 | 7.30 | 7.30 | 0.4% | 7% |
| Express Scripts Holding Co | 55.79 | 3.70 | 15.1 | 4.74 | 11.8 | 0.0% | 20.0% |
| Gannett Co | 14.24 | 2.19 | 6.5 | 2.41 | 5.9 | 5.6% | 6.0% |
| Halliburton Co | 28.41 | 3.30 | 8.6 | 3.95 | 7.2 | 1.3% | 12.0% |
| Kinder Morgan Inc | 33.34 | 1.14 | 29.2 | 1.42 | 23.5 | 3.8% | 15.0% |
| Metlife Inc | 29.89 | 5.2 | 5.7 | 5.75 | 5.2 | 2.5% | 11.0% |
| Qualcomm Inc | 53.73 | 4.11 | 13.1 | 5.22 | 10.3 | 1.9% | 17.0% |
| Watson Pharmaceuticals Inc | 75.17 | 5.80 | 13.0 | 8.60 | 8.7 | 0.0% | 16.0% |
| Western Union Co | 16.47 | 1.76 | 9.4 | 2.02 | 8.2 | 2.4% | 13.0% |
