El año pasado dio su TOP TEN y estos fueron los resultados:
Express Scripts (up 2.6%), Qualcomm (up 26%), Thermo Fisher Scientific (up 34%), Qualicorp (up 74%), Sandridge Energy (up 26%), Arbor Realty Trust (down 3%), Atlas Resource Partners(down 10%), Chimera Investment Corp (up 6%), THL Credit (down 12%), and KKR Financial Holdings (up 5%).On an equally weighted basis, his picks last year returned about 27%.
Este año este es su TOP:
Actavis (ACT), Citigroup (C), Thermo Fisher Scientific (TMO), Atlas Energy (ATLS), Gaming and Leisure Properties (GLPI), KKR & Co. LLP (KKR), Nordic American Offshore Ltd. (NAO), QEP Resources (QEP), Supervalu Inc. (SVU), Louis XIII Holdings (577 HK), Monitise PLC (MONIF), and Sandridge Energy Inc (SD).
fuente y fotos: business insider