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Legg Mason's Bill Miller Names Names (note he's beat the S&P 500 consistently for years)

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Want to know what Bill Miller, chairman, chief investment officer and portfolio manager at Legg Mason Capital Management, likes right now? Would it change anything if you knew he had managed to beat the S&P 500 for 15 years running with his fund? It should.

Miller's Recommendations:

IBM (NYSE: IBM)
JPMorgan Chase (NYSE: JPM)
Bank of America (NYSE: BAC)
General Electric (NYSE: GE)
Amazon.com (NASDAQ: AMZN)

And, he also added regional banks - as a group - to the list.

IBM, JPMorgan Chase, Bank of America, General Electric, and Amazon.com all represent companies with superior growth rates as well as superior valuations relative to growth.

Posted-In: 2010 outlook regional banks undervalued stocksLong Ideas Trading Ideas

 

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