John Neff - one of my investing heroes - shared some picks with the CFA Society of Philadelphia today.  What I love most about Neff is how he always goes against the herd.  He picks totally different stocks and this year is no exception.  Unlike everyone else on the planet, for example, Neff doesn’t seem to believe in the housing bubble.  Thus he is recommending homebuilder D.R Horton (DHI).  His other picks are Huntsman Corp (HUN), YRC Worldwide (YRCW), and Citigroup (C).

http://www.philly.com/mld/philly/13558714.htm