Ariel's John Rogers reveals his pandemic picks, including names he calls an 'extreme bargain' today

Adam Jeffery | CNBC

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Ariel Investments Chairman and Co-CEO John Rogers made big bets on a handful of stocks during the market rout in March that paid off in a big way. But Rogers told CNBC some of these names are still bargains.

"These companies were getting crushed during the height of the pandemic, people didn't believe in them, there was an opportunity to buy some extraordinary brands at bargain prices," Rogers said on CNBC's "Squawk Box."