Intrepid Fund Manager Gives Staples, Coach & Oaktree High Marks

Now watching

Next video starts in : 7 Play

Intrepid Fund Manager Gives Staples, Coach & Oaktree High Marks

Intrepid Fund Manager Gives Staples, Coach & Oaktree High Marks
Replay video
Up next

Tesla, 21st Century Fox Earnings: What to Watch on Wall Street May 6

Unlock your personal NFL Now stream by signing in to NFL.com

Intrepid Fund Manager Gives Staples, Coach & Oaktree High Marks

by TheStreet 2:53 mins

Intrepid Fund Manager Gives Staples, Coach & Oaktree High Marks

by TheStreet 2:53 mins

Coach may be having a difficult time domestically, but its international sales are strong and that should help turn around the stock, says Mark Travis, portfolio manager for the Intrepid Capital Fund. Travis says investors should also be patient with Staples, which he says has a strong internet presence, healthy dividend and unlevered balance sheet. Finally, he is bullish on Oaktree Capital because of the impressive management of well known distressed investor Howard Marks, not to mention the firm's stake in star bond fund manager Jeff Gundlach's DoubleLine Capital.

TheStreet

Market Movers

  1. 13:06

    Bulls' big push; Disney soars; Panera's pantry cleanse

  2. 1:49

    Disney does it again; Sprint subscribers grow; Tesla jumps on bullish target

  3. 2:26

    T-Mobile's new tactic to lure Verizon customers

  4. 2:36

    Panera Bread cleans out its pantry

  5. 3:28

    Disney's profit and revenue soar

  6. 14:14

    Investors focus on jobs/Fed; McDonald's turnaround plan; Tesla's used cars