Leon Cooperman of Omega Advisors recently gave a presentation at the delivering Alpha conference. As part of this he went on CNBC to discuss a couple investment ideas. He is still fairly bullish on the long-term prospects of the U.S. economy (provided you make some assumptions about events that are likely to happen: 1. The US is not like Japan and we will have a growing economy, 2. The ECB will step up for European financial institutions, 3. The President softens his anti-wealth, anti-business stance, and 4. Stability in the Middle East). He also talks about some stock ideas like Apple (AAPL), Sallie Mae (SLM), KKR Financial (KFN), and Boston Scientific (BSX).
Enjoy:
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