CNBC Stock Blog
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- UAE Central Bank Stands by Banks Amid Dubai Crisis
- UAE Markets Seen Limit Down on Monday Open
- Banks With The Biggest Exposure to The UAE
- Dubai's Debt Woes Signal New Era for Creditors
- US Treasury Wants Banks to Do More to Ease Mortgages
- Tiger Woods Accepts Full Blame for Car Crash
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Fed Audit Would Hurt Economic Prospects: Bernanke
- Big US Banks May Be Forced to Raise Capital: Bove
RSS FEED
Text Size 
CNBC News Associate
While some strategists anticipate the beginning of a market correction, Mark Travis, CEO of Intrepid Capital Funds, said there are still opportunities in this environment. But investors may have to “dig harder” than this time last year.
“I’m interested in absolute return,” Travis told CNBC.
“With the rapid rise in prices since the March lows, a lot of securities have reached our private market value. So I’ve probably been a net liquidator over the course of the third quarter.”
Travis said there are still names that offer attractive value, from small companies to larger ones. (Scroll down to see his stock picks.)
Additionally, Travis said the markets will likely move higher based on skepticism amongst investors.
CNBC Data Pages:
“We had a great opportunity last fall in the stock and the bond markets and we took advantage of it. And that’s what we’re reaping the benefit of today."
"But I think it’s materially harder to find attractive valuations right now,” he added.
Travis Likes:
Prestige Brands [PBH
Loading...
()
]
C.R. Bard [BCR
Loading...
()
]
Travelers [TRV
Loading...
()
]
More Market Intelligence:
- Charts: Stocks to Push Higher after Dip
- Cramer's 5 Breakout Bank Stocks
- Market Has 'Quite a Bit' of Upside: Stock Picker
______________________________
CNBC Slideshows:
______________________________
______________________________
Disclosures:
Travis has investment banking clients who own shares of PBH, BCR and TRV.
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes