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[video] QuickTake: Bargains for Buyers: Mylan and Mondelez

NEW YORK ( TheStreet) -- While some investors are claiming that the stock market is approaching bubble territory, Russell Croft, manager of the Croft Value Fund, tells TheStreet's Gregg Greenberg that that's not the case.

While equities have had a solid run in 2013, he said that valuations are fair, especially considering the earnings growth.

Mylan (MYL - Get Report) was one of his favorite picks, because of the solid earnings growth and free cash flow. He added that the company is leading the move in lower-priced healthcare with its generic drug line.

Mondelez International (MDLZ - Get Report) was another pick, despite the noise from a few big name investors. Croft said he likes its core business.

The snack business continues to grow at 5% to 7% annually, which is good for food. He added that improving margins should drive the long-term growth for the company and its earnings.

Croft said National Fuel Gas (NFG) and Plum Creek Timber (PCL) were two other top picks.

The former has smooth and consistent earnings while the latter has exposure to the housing market and is the second largest timber owner in the U.S.

And despite being a REIT, Plum Creek Timber seems to be in good shape. Croft noted the recent bullish comments from management and the company's first dividend raise since 2007.

-- Written by Bret Kenwell in Petoskey, Mich.

Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

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