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Stock Picks for the Second Quarter

Mark Travis, CEO of Intrepid Capital Funds, offered his outlook for second-quarter investing.

“I think the heavy hand of government has created some volatility — [and] that’s created an awful good opportunity to acquire financial assets, Travis told CNBC.

“I think there’s some attractive businesses at very attractive prices that we are happy to acquire, and hopefully, we can survive whatever the administration wants to enact,” he added.

Recommendations:

Travis’ top picks include Heineken, Tidewater and Newmont Mining stand out.

  • Learn more: Watch the full Travis interview

Disclosures:

Disclosure information was not available for Travis or his company.

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