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Basic materials and the power to use them offer strong opportunities for investors, according to Kent Croft.
He's also enthusiastic about a familiar technology name.
His five-star Croft Value Fund is up an average of 12.37 percent per year over the last five years.
Recommendations:
His basic-materials theme focuses on timber.
"We think there's a number of stocks there -- Weyerhaeuser [WY
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], Plum Creek [PCL
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], Potlatch [PCH
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], where the...values of the timber assets are not being realized in the share price," he said. "These companies...look very cheap, especially on a long-term basis."
Croft also likes what he sees as the under-appreciated companies likely to be involved in the rehabilitation of the nation's electric grid.
Disclosures:
Disclosure information for Kent Croft was not immediately available.
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