When Bruce Berkowitz of The Fairholme Fund has something to say, investors are well served to listen carefully. I was particularly interested in his comments regarding health care given the reform proposals that are currently under discussion. Berkowitz makes a strong case regarding the prospects for continued prosperity among many existing players in the industry.
Berkowitz is also bullish on defense related investments. I found his views particularly interesting as a contrast to a recent article in Barrons regarding the sector.
The video is provided by Morningstar.
Disclosure: The author does not own shares in any of the companies mentioned in the interview.