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4 Tradable Takeaways from Davos: Anthony Scaramucci
27 Jan 2012 EST - CNBC.com
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Top hedge fund manager Anthony Scaramucci has been on the ground at the World Economic Forum in Davos. And after talking with some of the most influential people in the world, he put four stocks on his radar.The first two are Bank of America and Citigroup .Scaramucci tells us the sentiment in Davos is that the US Federal Reserve has done a fantastic job navigating the recent financial crisis. And that widely held belief should help the ECB stem the woes of Europe.

“All of that should benefit Bank of America and Citi,” he says. As you might remember, on Wednesday January 25th Scaramucci also recommended long positions in these two banks as plays on a housing recovery .“Household formation is much larger than people expected and home construction is down – that augers for a bottom,” he said at the time.The other two stocks he likes are Becton Dickinson and Allscripts .As campaign finance chair for Mitt Romney, Scaramucci says the chatter at Davos suggests Gov. Romney will win the nomination and the White House.

Of course Scaramucci is bias on that issue – we know that.

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