Great Investors Best Ideas 2014 conference. More Detailed Notes Coming. Sign up for our free newsletter to make sure you catch them. See our notes from last year here.
T. Boone Pickens: + on MRO & CLNE (again)
Bill Ackman: + on FNMA & FMCC
Michael Price: 2 ideas (1 old, 1 new): new idea: + on FMC. Old idea: + on DLB
Bill Miller: Buy the homebuilders: likes the sector in general: mentions: KBH, LEN & PHM. Also really likes XON: Interexon.
Ray Nixon: + on 4Q tax loss candidates: MAT
Paul Isaac: + on Credit Agricole Regional Banks & Japanese General Trading Companies.
Tom Russo: + on Cie Financiere Richemont SA
Richard Perry: likes the idea of containerboard sponsored MLPs, + on tax loss candidates: AIG & ALLY
David Einhorn: + on MU & AAPL, also really likes the Greek banks