Gilead shares have had a tremendous run this year, but the valuation remains cheap considering its sales potential in the area of Hepatitis C, said Connor Browne, portfolio manager for the Thornburg Value Fund. Browne added that Gilead's management team is talented and has a strong track record of making smart decisions. He is also bullish on Phibro Animal Health, saying the company is growing faster than fellow animal vaccine provider Zoetis. Finally, Browne is positive on Netflix, saying the recent selloff in the shares provides a solid entry point in a company that is growing internationally and reinvesting for growth.
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