Leon Cooperman on CNBC Talking his Portfolio

Leon Cooperman of Omega Advisors was on CNBC earlier today talking up his portfolio and sharing his thoughts on the market. He likes AIG which he thinks can rally 25%, Citi and JPM at 10x look attractive, Sallie Mae, Sandridge Etc. Overall it was his typical talk but interesting to hear. Nothing earth shattering. Enjoy:

Jamie Dinan of York Capital on CNBC

Jamie Dinan was on CNBC today talking about how he thinks American Airlines is going to be worth $60 which is 10x their forward EPS estimate of $6. He also thinks Mens Warehouse is an interesting company with the Jos. A. Banks merger.

Reuters Summit: Jim Chanos

Jim Chanos recently spoke at the Reuters Investment Summit. Today he sat down for an interview to discuss his current short positions. He is short coal miners as an extension of his short on China and is also short Exxon which he views as more of a value trap than a value play. Enjoy:

Tom Steyer on Bloomberg Titan's at the Table

Tom Steyer the founder of Farallon Capital was recently the focus of Bloomberg's Titans at the Table. In the episode they talk about his background, investing style, and recent environmental activism. Enjoy:

Bruce Berkowitz on Bloomberg Talking About Fannie Mae and Freddie Mac

Bruce Berkowitz was on Bloomberg TV earlier today talking about his opinions on Fannie and Freddie. He is currently pursuing a lawsuit to remind the government that both Fannie & Freddie are still owned by all shareholders and not just the government. He won the ability to do some federal discovery to find out some more information on the companies and understand whether or not they will be privatized or taken over completely by the government. This is a fairly big position of Fairholme and is also a "hot" name with other hedge funds. Bill Ackman's Pershing Square has acquired substantial amounts of common stock in both Fannie & Freddie and thinks it can return 10x. Other hedge funds have also started to circle the names.

Corvex Capital - Change at CWH

Keith Meister's Corvex Capital is out with their latest presentation at CommonWealth REIT (CWH). They think the NAV today is $35 versus a recent price of $27. They continue to fight to unlock value. The presentation is worth flipping through. Enjoy:

Corvex Capital - The Case for Change now at CWH

Jeff Gundlach on CNBC

Jeff Gundlach of DoubleLine capital was on CNBC today sharing his thoughts on the market. He isn't interested in Puerto Rican Bonds, thinks long-term rates will go to 2.5%, still thinks Apple is a buy, and thinks Chipotle is a short. Enjoy.