3D Systems, Sanchez Energy Still Super Says Villere Fund Manager

Shares of 3D Systems will recover in 2015 as the company integrates its acquisitions and Wall Street better understands its corporate business, said Sandy Villere, Portfolio Manager for the Villere Equity Fund. Villere added that the company has seen increased competition, especially from HP, which has increased scrutiny on the stock. He said Sanchez Energy's stock has fallen along with other E&P companies, but Villere said the driller remains profitable, cash-rich and has been cutting Capex to maintain a strong balance sheet. Finally, he is positive on DST Systems, saying the financial services back-office provider is a stable business with strong cash flow.