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6 Value Picks for Investors: Strategists
12 May 2011 EDT - CNBC.com

There are several firms that offer value to investors' portfolios, said Sandy Lincoln, chief investment strategist at M&I Investment Management, and Mark Travis, CEO of Intrepid Capital Funds.

Lincoln Likes:

Cloud Peak Energy

Jarden —“It’s getting double-digit, mid-teens earnings growth for this year,” Lincoln told CNBC.

“They distribute Mr. Coffee and Crock Pot, and this is a company that’s got a good story going on—and all wrapped in a P/E multiple of about 10 or 11 times earnings for next year’s earnings, so we think this is a good entry point.”

Travis Likes:

Tellabs —“We’re buying the company a little below tangible book value…We think the stock’s worth about $7," Travis said of the firm.

Tekelec —“About half the market cap is in cash and the share’s at book value—They’re worth closer to $12.”

Scholastic

Tecmo Koei Holdings (not traded in U.S.)

______________________________ Scorecard—What They Said:

  • Lincoln's Previous Appearance on CNBC (Apr. 1, 2011)
  • Travis' Previous Appearance on CNBC (Apr. 12, 2011)
  • ______________________________ More Market Intelligence:

  • Still a Good Time for Equities—Buy These: Pros
  • Firms That Will Likely Hike Dividends: Pros
  • Our Six Best ETF Picks: Pros
  • ______________________________ CNBC Data Pages:

  • Dow 30 Stocks—In Real Time
  • Oil, Gold, Natural Gas Prices Now
  • Where's the US Dollar Today?
  • ______________________________CNBC Slideshows—FYI:

  • Houses for Sale Under 55k
  • ______________________________

    ______________________________ Disclosures:

    Lincoln does not personally own CLD or JAH.

    Lincoln owns CLD & JAH within M&I Wealth Management and/or Marshall Funds.

    Travis owns shares of TLB, SCHL and Tecmo via ownership of the Intrepid Capital Funds.

    ______________________________

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