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Bargain Values
12 Jun 2012 EDT - CNBC.com
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Looking for stocks that are too cheap?

Charlie Bobrinskoy, Ariel Focus Fund Co-Portfolio Manager says 3 stocks belong on your radar.Morgan Stanley Bobrinskoy thinks this bank is cheap, plain and simple. “It’s trading at 50% of tangible book,” he says. “JPMorgan is still the prettiest girl on the Street but using the same metric it’s much more expensive.”Microsoft Because there are so many sexy stocks in tech, Bobrinskoy feels Microsoft gets passed over unfairly. “Windows 8 is going to be big – it’s going to be a unifying software – at 10 times earnings it’s a great buy.”Walgreen Bobrinskoy likes the way Walgreen runs its business and believes it may be in the sweet spot. “It’s cheap and a high class retailer – and they benefit from the generic wave.”

Posted by CNBC's Lee Brodie

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