cooperman, anthony. it's a stock that a lot of hedge funds have favored for its mobile play, it's tied to the apple ecosystem and many of the others as well. >> there's a new product cycle coming for a lot of these smartphones. particularly apple. they're going to play the earnings momentum on that stock. the one i like the most is express scripts. irregardless of who the next president is, they will do well with whatever the health care legislation turns out to be. so those are two really good high quality names. >> pete, what name among the many that mr. cooperman went through just a few minutes ago here at dliring alpha stands out to you the most? >> anthony talked about qualcomm. that one certainly sticks out. these technology names are always something you're interested to know where the big fellas are actually shifting their money around. i'd even stick with watson pharmaceutical. great company. one of those in the generic space. we talked about big pharma. this is one of those names you sometimes

if my conversation with cooperman are any gauge, he'll stick with the bullish tone but recommend going forward. >> shortly after ben bernanke speaks to congress, we'll have a debate whether he's doing the right thing amid this period of super low interest rates. and morgan stanley investment president greg fleming and marathon's bruce richards weighing in. there are split opinions but we may see sparks flying n. >> that sparks good debate as well. >> absolutely. i'm moderating a panel on commodities in the afternoon. >> a super bowl on crude who think it's going to 200 ukbucks barrel and others less bullish. >> this year's catch phrase is uncertainty. this year is definitely uncertainty. >> that's why it's so fascinating and fun to see somebody like cooperman, these are the five funds i like, put your money there and see how well it plays out. it did quite well in his case. >>> up next from snack food to cracker barrel to pizza after the break. >>> mattel shares hitting new highs today. they're doing it because barbie is doing a little downsizing. [ male announcer ] summer is here. and

leon cooperman sharing his best ideas and last year he said buy apple and it's up about 50% since he said that last september. let's take a listen to what he said today about apple computer. >> would you sell apple right here? >> no, no. i didn't recommend it. i generally don't recommend things going up 50% or 100%. lieic to find things down. i think apple's a su spesh company. several more years of superior growth ahead of them. no debt. sales less than 12 times earnings and realistically the growth will decelerate. >> looking pretty good there. apple down $1.38 on the otherwise positive day of equities. jim chanos sticking with the technology theme. he had some strong words to say of hewlett-packard. let's listen. >> how low can hp go, do you think? what kind of a move are you expecting? >> wait and see. i mean, if they're burning the amount of cash i think they will, it's going to get more and more problematic. you know the big product lines are pcs and printers and some software services but they're in declining businesses. >> and if we have an intraday of the stock, it is back u

for a moment i heard someone say to me oh, that cooperman is washed up. >> cooperman washington d.c. up? cooperman? how about his performance? how about the homework he does? he doesn't come up and say this is a ten bagger or this one is early -- or this one -- >> oh, was there someone else? >> bill ackerman yesterday did say that he believes that j.c. penney -- maybe 15 to 20 fold increase over time. >> how about 35 fold increase in keeping with the fact that they're a 31% turn. j.c. penney the gift that keeps on giving to target, walmart. many say the bank of america. the more i look at bb & t's number, bank of america the gift that's giving to regional banks. u.s. bancorp downgraded on valuation today. people are taking share for bank of america. i believe that seems to be the focus. people taking share from j.c. penney. so hey. you don't want someone -- one of the whales, sorry jp morgan to use that term. that is certainly in the past. when a whale is being swallowed by sharks it's tasty. >> yeah. j.c. penney yesterday during delivering alpha said they can make 15 to 20 times as

this year the picks leon cooperman giving just in. get your pens. to get your pens to write down these names. you got them. capital one financial. express scripts holding. ga net. halliburton. kinder morgan. metlife. qualcomm. watson farm. western union. a lot of names there. leon cooperman's best ideas. he also recommended a1a group, carl. a hong kong listed company. 1299.hk is the hang seng ticker. waiting on more best ideas from jim chanos and a couple of others. as soon as they do i will jump in and bring them to our viewers. we are delivering alpha today. >> talk about a hodgepodge of picks. i'm trying to look for themes. >> ganette had a bad day yesterday. >> a core holding for some big managers. they've stuck through it. even as we've seen newspapers endure some tough times. metlife, capital one, qualcomm. >> i don't see a trend, do you, carl? i'm trying to find a trend here. a couple health care related. express scripts, watson farm. couple financials. metlife. capital one. western union. not a real big sector bet trend. very stock specific.

so will leon cooperman of omega ve advisers who scored big on his bullish call.ent conversations can cooperman are any gauge, he'll stick with the bullish tone and provide new details on which equities he recommends now. shortly after bernanke speekdz to congress about the fed's plans, we'll have a debate on whether he's doing the right thing amid this period of super low interest rates. with morgan stanley investment greg fleming and bruce richards weighing in. split opinions i'm told so we may see a few sparks flying. back to you. >> for all the highlights from the second annual conference, head to our website, deliveringalpha.cnbc.com. >>> european stocks ahead of u.s. open. we're off the highs earlier on. there were some comments attributed to angela merkel suggesting the euro is going to have problems holding together. but there's some -- >> that will do it. >> there's a lot of politics involved because he's obviously trying to get -- she's sometimes trying to scare the them into action. >> ibex down 0.5%. it was in the positive territory not long ago. u.s.

nevertheless veteran investor and leon cooperman sees upside on equities as the economy struggle tolls rebound. speaking in new york, cooperman gave his view on what to buy and to avoid. >> stocks are cheap against inflation, cheep against their own history and against inflation rates and allowing for slower secular economic growth and allowing for higher interest rates teen me it's good to buy something that's discounting, less optimistic. u.s. government bonds are to be avoid, in my opinion, they are very unattractive asset class. buying u.s. government bonds is walking in front of the steam roller to buy a dime. not a very advisable policy. >> joining us for more is alan capper, head of credit strategy at lloyd's banking group. broadly speaking where do you see value at the moment? >> interesting point made earlier that stocks are cheap. the only trouble is value is not necessarily where products are cheap. value is where they are expensive. investment grade where it's expensive right now and i think it gets more expensive. >> you're not fighting these trends. you're sort of saying

o mega advisors lee cooperman took part of the panel with maria earlier today, here is a peak. >> stocks against inflation, they're own history, and interest rates. >> we have highlights from the discussions with some of the top minds coming up next and what they're doing to maximize returns. >> and u.s. bank corp blowing past for the 11th consecutive quarter. how he plans to keep that momentum coming, you don't want to miss it. like in a special ops mission? you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep, you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's empowering web-based trading platform. trade commission-free for 60 days, and we'll throw in up to $600 when you open an account. at liberty mutual, we know how much you count on your car, and how much the people in your life count on you. that's why we offer accident forgiveness, where your price won't increase due to your first accident. we also offer a has

of people to think differently aboutthe rolen th s enared i 2010, the legendary biographer martin cooperman developed a proposal and was given exclusive access and papers by his heirs and his estateand hireally amazing ogray he ruld we e thllo aungt. agr ie classic role. he is an amazing storyteller and he goes back to the beginning to his childhood and tal about the signal events of his life. they were also the signal eents andhto d awa mend well into the presence and interweaving history, the kind of nuance of the untold story of howard's life, and also how he developed as a historian how he came to havethis uniq perecti on e wr d kns ma no, it's been a best-selling book in the annie. attacks but are well into howard's later years and his audience grew and gew. there are peopledy s teaftisth i k s exciting, definite. >> another new book i wanted to ask you about, you have a the studs. book coming out. >> that is you know, studs. 's book waublhedw hre pr e ureappr or our 20th anniversary we edited and illustrated hard times, his great landmark oral history of the great depression and we il

>> i got this idea from leon cooperman from goldman sachs who was running research.y stocks that are back 5 to 8% on a pullback because of the market going down. not because of the fundamentals in the stock. remember, the stocks on the new high list are hard to come by. as long as they are going down not because of fundamentals of the company but because of the market you may have a good buy. some stocks pull back because they have brought up too much and those are interesting, too. remember, i really and truly want you to be sure the easy way is to be sure it's the market that brought it down, not the stock itself with a press release or analyst downgrade. here's one from txu99. are dividend stocks a crowded trade? all right. this drives me crazy. jeremy siegel, one of the greatest investors ever. professor at wharton. he's done a multiple year study about dividends and how they are responsible 40 to 50% of the stock's price. it's only people who trade ridiculously and high frequency. these are the people worried about this kind of nonsense, okay? they are the ones

this one is courtesy of leon cooperman. >> a little different.e delivering alpha conference. a hong kong based stock as the top for the year. here you go. i'll read you through the names or you can just look. capital one financial. express scripts. gannett. a tough day a couple of days. halliburton. kinder morgan. metlife. qualcomm, watson pharmaceuticals and western union. that's the best nine stock ideas. >> wrapped up in a blue box courtesy of taf thatny's. >> here's the first name. upgrading tiffany to a buy saying while the near term is quote shaky their long term franchise is solid. they think they command five bucks a share in earnings power down the road and investors willing to withstand near term volatility. >> what's that? 30% upside from here? >> yeah. >> i think leading the retail sector gains for tiffany. on the other hand -- >> you are there every day. >> huh? i wish. i wish. i wish. every single finger and toe. on the other hand, goldman downgrading another luxury retailer, saks. >> exactly. saks bound by the environment. they thi

>> if you look at halliburton, doc, lee cooperman made it one of his calls during cnbc's delivering alpha conference of last wednesday. >> stephanie talked about it at the top of the show. bakers hughes, strong option activity, good stock activity as well. stock was $2 lower earlier in the day and rebounded to positive territory against a horrible tape. so baker hughes would be my play of these two. not to fade leon, i'm not getting out of halliburton. but i really like baker >> coming up on "halftime," should you sell deckers ahead of its earnings on thursday? an analyst making a big call next. >>> plus our traders are fast but they're not always right. we're learning from their mistakes next. tdd# 1-800-345-2550 i'm constantly working my screens. tdd# 1-800-345-2550 checking the charts. tdd# 1-800-345-2550 looking for support, tdd# 1-800-345-2550 resistance, breakouts, tdd# 1-800-345-2550 a few other tricks that i'll keep to myself. tdd# 1-800-345-2550 that's how i trade. tdd# 1-800-345-2550 and i do it all with charles schwab, tdd# 1-800-345-2550 because their streetsmart edge platform

. >> halliburton in a gutsy call, lee cooperman in the delivering alpha conference saying this is them for halliburton. you may want to buy. it may be an interesting place. going through the release. not nearly as bad. i would say it's getting better and there's been a margin squeeze. that thing is going away. >> i have the ceo of eaton on. why are they buying cooper? getting diversified? big electrical in america. no one will care. people will say eaton is bad. that's the judgment, it's bad, and what i urge people to recognize, 4% yield, making a merger, doing a lot of things right. they actually did the number. yes, they lowered -- truck is a problem. people who sell caterpillar on this, sell corruption again. carl, can you very easily develop an end of the world thesis and sell everything and then you'll look back and say why did i tell someone to sell eaton at 4.5% yield when they went into treasuries and made nothing? i just urge people to be careful in being too negative. it has not been a great play to be too negative since the 2008/2009 bottom. >> we'll talk about that and som