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Bargain Values

Tuesday, 12 Jun 2012 | 6:21 PM ET
Fast Money Portfolio
Fast Money Portfolio

Looking for stocks that are too cheap?

Charlie Bobrinskoy, Ariel Focus Fund Co-Portfolio Manager says 3 stocks belong on your radar.

Morgan Stanley

Bobrinskoy thinks this bank is cheap, plain and simple. “It’s trading at 50% of tangible book,” he says. “JPMorgan is still the prettiest girl on the Street but using the same metric it’s much more expensive.”

Microsoft

Because there are so many sexy stocks in tech, Bobrinskoy feels Microsoft gets passed over unfairly. “Windows 8 is going to be big – it’s going to be a unifying software – at 10 times earnings it’s a great buy.”

Walgreen

Bobrinskoy likes the way Walgreen runs its business and believes it may be in the sweet spot. “It’s cheap and a high class retailer – and they benefit from the generic wave.”

Fast Money Portfolio: Long-Term Investing Amid Volatility
Charlie Bobrinskoy, Ariel Investments vice chairman, explains why he believes "JPMorgan is still the strongest bank," and shares his top value picks right now.

Posted by CNBC's Lee Brodie



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Trader disclosure: On June 12, 2012 , the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Keith McCullough is long NFLX; Steve Grasso is long ASTM; Steve Grasso is long BA; Steve Grasso is long D; Steve Grasso is long FRO; Steve Grasso is long LNG; Steve Grasso is long MHY; Steve Grasso is long MO; Steve Grasso is long PFE; Steve Grasso is long S; Steve Grasso is long VLO; Steve Grasso is long XLU; Tim Seymour is long INTC; Tim Seymour is long AAPL; Tim Seymour is long BAC; Karen Finerman is long AAPL; Karen Finerman is long BAC; Karen Finerman is long JPM; Karen Finerman is long NFLX puts; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long RIMM calls; Karen Finerman is short SPY; Karen Finerman is short MDX; Josh Brown is long AAPL; Josh Brown is long GDX; Josh Brown is long GLD; Josh Brown is long XLU; Josh Brown is long JPM; Josh Brown is long WMT; Josh Brown is long TGT; Josh Brown is long COP; Scott Nations is long JPM; Scott Nations is long BAC; Scott Nations is long C; Scott Nations is long SPY

For Hunter Keay
Nothing to Disclose

For Charlie Bobrinskoy
Charlie Bobrinskoy is long C
Charlie Bobrinskoy is long MS
Charlie Bobrinskoy is long JPM

CNBC.com with wires.

  Price   Change %Change
MS
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MSFT
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WAG
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