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Post Strategy: Value Investor Bullish on Anadarko & IBM

After appearing on "The Strategy Session" on Friday, one of the world's foremost large-cap investors continued the discussion off-camera with David Faber and Gary Kaminsky.

Check out the web extra of Marvin Schwartz, managing director and senior portfolio manager of Neuberger Berman.

Watch the video to find out why Schwartz is bullish on Anadarko Petroleum

and IBM .

Plus check out why he said stocks are underpriced.

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Watch CNBC's "The Strategy Session" weekdays at Noon ET.