Summary Of Ira Sohn's San Francisco Conference Top Stock Picks By Portfolio Manager

Tyler Durden's picture

For anyone deluding themselves that alpha still exists apart from beta, and can be generated sans "expert networks", we bring you the top stock picks from the Ira Sohn's San Francisco conference hosted last night. We will bring more detail shortly.

  • Matthew Berler, Osterweis - Spirit Aerosystems (SPR)
  • Brian Zied,  Charter Bridge - Cabelas (CAB)
  • Joe Jolson, Harvest Opportunity Fund - Move (MOVE)
  • Mark Lambert - Ligand Pharmaceuticals  (LGND)
  • Jeff Ubben, Value Act - CB Richard Ellis CBG & Adobe (ADBE) 
  • Meridee Moore, Watershed - WR Grace (GRA)
  • Bob Peck, FPR Partners - Arch Capital (ACGL)
  • Scott Clark, Darlington Partners - Seaspan (SSW)
  • Jerome Simone,  Lonestar Capital - Surgutneftegas Pref (SNGSP RX) & Graphic Packaging Intl (GPK)
  • Bill Duhamel, Route One Investment Co -  Newscorp (NWS)
  • Arthur Young, Blum Capital - Advanced Auto Parts (AAP)