At CNBC and Institutional Investor's Delivering Alpha conference today, Glenview Capital's Larry Robbins highlighted his six best ideas.
His stock picks were: Thermo Fisher Scientific (TMO) which has been his largest holding, Monsanto (MON) which he previously pitched here, as well as HCA (HCA), Hertz (HTZ), National Oilwell Varco (NOV) and Flextronics (FLEX), a position he added to in May.
He likes that all of these can raise money on the cheap and then buyback shares. So basically, his favorite investment idea is a theme of companies levering up.
Also, today we highlighted that Robbins has been buying Carter's (CRI) shares recently too.
Wednesday, July 16, 2014
Larry Robbins' 6 Best Ideas at Delivering Alpha Conference
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