Thanks to Steven for passing the article along.
• David Einhorn, the head of Greenlight Capital and best known for making profitable bets against Lehman Brothers before its bankruptcy last year, urged buying Vodafone Group PLC because, he said, none of the 40 analysts who cover the U.K. company realize the cash-flow potential of its stake in Verizon Wireless. Delta Lloyd, a Dutch life insurer, was his second pick.
• Richard Perry, who runs a $7-billion hedge fund and rarely speaks publicly, picked HeidelbergCement A.G. “The price of rock has never gone down,” he said. Mr. Perry also favors Humana Inc., calling the managed care company “a really attractive company at a ridiculously low multiple.”
• Lone Pine Capital’s Steve Mandel, whose fund owns shares in Chicago-area companies Baxter International Inc. and McDonald’s Corp., suggested buying the Monsanto Co. and Green Mountain Coffee Roasters Inc., both of which he believes are undervalued.
