Dow Chemical—"We think they are way undervalued in the market," Spika told CNBC.
Dell—The shares are "trading at historically low valuations and are very heavily leveraged to the corporate PC refresh cycle," he said.
Teck Resources—"If you want to have a play on the U.S. dollar potentially weakening, but you don’t want to be jumping into the speculative market of gold and silver, Teck makes a lot of sense as it deals with a lot of industrial metals, as well as copper—and the valuation looks attractive," explained Anderson.
Cardinal Health—"They’re in the distribution business," he said of the firm. "If you look at the demographics, the baby boomers are going to need some of these things and somebody’s going to be able to deliver the products. They’re also looking to develop into China."
Scorecard—What They Said:
- Anderson's Previous Appearance on CNBC (Feb. 10, 2011)
- Spika's Previous Appearance on CNBC (Aug. 6, 2010)
More Market Intelligence:
CNBC Data Pages:
Anderson’s family and firm own shares of TCK, CAH and C.
Spika owns shares of DELL, DOW, ITT and CVS in WHG’s portfolios.