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Alex Gavrish This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Wall Street Back To Basics."

Delivering Alpha Conference Recent Delivering Alpha conference attracted many prominent names in the investment management industry. List of speaker included such high-profile fund managers as Nelson Peltz, John Paulson, Carl Icahn, Bill Ackman, Ken Griffin, and many others. Among them was another well known, but less media-covered person. It was Leon Cooperman, founder of the hedge fund firm Omega Advisors. He shared with guests his investment ideas, and we believe one can extract some valuable insights from his presentation.

Leon Cooperman's Stock Picks First, while Carl Icahn with Bill Ackman were bragging about Herbalife stuff and other speakers presented only a few of individual names, Leon Cooperman gave a whole list of 12 stock picks. Last year, he gave 10 companies, which returned about 19% on average over the next 12 months. The 2013 list included Express Scripts, Qualcomm, Thermo Fisher Scientific, Qualicorp, Sandridge Energy, Arbor Realty Trust, Atlas Resource Partners, Chimera Investment Corp, THL Credit, and KKR Financial Holdings. The 10 stock picks the fund manager pitched in 2012 also performed well and returned 36% on average over the next 12 months.

Second, and a more interesting aspect of stock picks was that Leon Cooperma......................

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