TJX, O'Reilly Auto Drive Home Value Says Eaton Vance Fund Manager

Shares of TJX will continue to move higher because the retailer is growing its price-conscious customer base even as the economy recovers, said Bill Bell, portfolio manager for the Eaton Vance Atlanta Capital Select Equity Fund. Bell added that TJX sports a cheap valuation relative to its competitors. He said specialty insurer Markel is also inexpensive compared to its peers, as well as on a historical basis. Bell stated that Markel has been able to charge higher premiums for businesses that larger insurance companies tend to ignore. Finally, Bell said he was positive on shares of O'Reilly Automotive due to its strong management and the increasing age of cars on the road.