Best Buy

Best Buy ( BBY) is the largest consumer electronics retailer in the U.S. There is no doubt that this company has some problems to contend with over the last year. After CEO Brian Dunn was found to have participated in inappropriate relationships with another employee, he resigned from his position, and a new CEO, George Mikan III (of the basketball Mikan family), was installed as interim CEO.

The company and industry is struggling with tight-fisted consumers, lack of new must-have products, declining video and music disc sales and cheap Internet rivals. The key for Best Buy will be to downsize its operations and become more competitive with the e-tailers, which is not a feat beyond possibility.

The stock is hated, and any turnaround could convert sellers to buyers.

Best Buy was also featured recently in " 5 Stocks Insiders Love Right Now."

Tech Data

Tech Data ( TECD) is a wholesale distributor of computer and technology products and peripherals. The company is expected to increase earnings by 115 in the current year and 7% next year. Sales are expected to decline this year, but that might be a result of strategic divestitures in South America.

The company has $400 million in cash net of long-term debt, which accounts for approximately 20% of the company's market capitalization. The company has very strong cash flow, which was applied to the repayment of debt and stock repurchases.

To see these stocks in action, visit the 7 Value Stocks portfolio.

-- Written by Scott Rothbort in Millburn, N.J.


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At the time of publication, Rothbort was short Facebook., although positions can change at any time.

Scott Rothbort has over 25 years of experience in the financial services industry. He is the Founder and President of LakeView Asset Management, a registered investment advisor specializing in customized separate account management for high net worth individuals. In addition, he is the founder of, an educational social networking site; and, publisher of The LakeView Restaurant & Food Chain Report. Rothbort is also a Term Professor of Finance at Seton Hall University's Stillman School of Business, where he teaches courses in finance and economics. He is the Chief Market Strategist for The Stillman School of Business and the co-supervisor of the Center for Securities Trading and Analysis.

Mr. Rothbort is a regular contributor to's RealMoney Silver website and has frequently appeared as a professional guest on Bloomberg Radio, Bloomberg Television, Fox Business Network, CNBC Television, TV and local television. As an expert in the field of derivatives and exchange-traded funds (ETFs), he frequently speaks at industry conferences. He is an ETF advisory board member for the Information Management Network, a global organizer of institutional finance and investment conferences. In addition, he is widely quoted in interviews in the printed press and on the internet.

Mr. Rothbort founded LakeView Asset Management in 2002. Prior to that, since 1991, he worked at Merrill Lynch, where he held a wide variety of senior-level management positions, including Business Director for the Global Equity Derivative Department, Global Director for Equity Swaps Trading and Risk Management, and Director for secured funding and collateral management for the Global Capital Markets Group and Corporate Treasury. Prior to working at Merrill Lynch, within the financial services industry, he worked for County Nat West Securities and Morgan Stanley, where he had international assignments in Tokyo, Hong Kong and London. He began his career working at Price Waterhouse from 1982 to 1984.

Mr. Rothbort received an M.B.A., majoring in Finance and International Business from the Stern School of Business, New York University, in 1992, and a B.Sc. in Economics, majoring in Accounting, from the Wharton School of Business, University of Pennsylvania, in 1982. He is also a graduate of the prestigious Stuyvesant High School in New York City. Mr. Rothbort is married to Layni Horowitz Rothbort, a real estate attorney, and together they have five children.

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