John Paulson Likes BAC, CMCSA And HeidelbergCement

John Paulson said on Tuesday that on the equity side he likes Bank of America (NYSE: BAC), Comcast (NASDAQ: CMCSA) and German HeidelbergCement. Bank of America (BAC) lost 0.13% today, while Comcast (CMCSA) added 1.04%.

CNBC's Guy Adami commented that Comcast (CMCSA) is an interesting company that should be watched closely. He thinks it is cheap but believes there is no reason to rush things.

Joe Terranova added that 46% of Paulson's portfolio was in gold in Q3, and that he can't wait to see what is his exposure in gold now.

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