Bloomberg had an interview with Whitney Tilson on June 21 2007. Tilson talks about recent market, Tyco, Wal-Mart and McDonald's.
I highlight some points below :
- Avoid Leverage
- Risks in CDO market could curb the buyout boom.
- Buy Extreme-High-Quality Businesses
- Opportunity in mega-caps (Same view with Bill Miller in recent Kiplinger's interview)
- Mega-caps don't have any "buyout premium".
- His Picks
- Tyco (NYSE:TYC)
- He thinks Tyco is worth $40 a share.
- Shares of Tyco's spin-off units will start trading on July 2. (Geoff Gannon had a good post about this - Tyco Split Set for End of June.)
- Wal-Mart (NYSE:WMT) could be double next few years.
- You may see more details about Wal-Mart in his recent post at Seeking Alpha - Wal-Mart's Mistakes Are Fixable - This Stock's Cheap.
- McDonald's (NYSE:MCD)
Here is video link or you can watch video directly below.
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