Skip to main content

Market Overview

Mark Travis & Eric Marshall Share Their Stock Picks For 2015


Speaking on CNBC's Street Signs, Mark Travis of Intrepid Capital Funds shared three mid-cap stocks that he would buy in 2015. He likes Oaktree Capital Group LLC (NYSE: OAK), a very successful distressed debt buyer. The stock pays a nice dividend and it should trade in its $60s.

Travis also likes Leucadia National Corp. (NYSE: LUK), which is trading at $22.42 and can be bought at its book value. The stock should be trading in high $20s, thinks Travis.

His third pick is The Western Union Company (NYSE: WU). Travis sees this company as an ideal takeover candidate. He is hoping that the takeover happens early in the year.

Eric Marshall of Hodges Small Cap Fund likes ViewPoint Financial Group (NASDAQ: VPFG), which is about to complete a very important merger that should double its size and allow it to grow much faster. He thinks it has a good valuation and it could be one of the best performers in 2015.

Lithia Motors Inc (NYSE: LAD) should be a good buy in 2015, according to Marshall. He thinks that the valuation and the business of this stock should build momentum in 2015.

Marshall believes that it is the right time to buy the trucking companies, which have lagged the transports over the last few years. He likes Swift Transportation Co (NYSE: SWFT) because it is seeing pricing power for the first time since 2004. Marshall is expecting to see an increase in margins in this business and he likes the valuation of the company.


Related Articles (LUK + OAK)

View Comments and Join the Discussion!

Posted-In: CNBC Eric Marshall Hodges Small Cap Fund Intrepid Capital Funds Mark TravisLong Ideas Media Trading Ideas