The selloff in Verizon (VZ) following its fourth-quarter earnings miss is the ideal opportunity for investors to scoop up the stock at a cheap price, said Larry Pitkowsky, portfolio manager for the GoodHaven Fund (GOODX) . The value investor is also bullish on shares of Leucadia National (LUK) and Barrick Gold (ABX) , up almost 80% in the past 12 months, even as gold itself has only returned 6%.