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Barron's interviews Omega Advisors' top money managers Lee Cooperman and Steven Einhorn, whose fund has returned 16% annually since 1991. They think the market's downside is limited, as perhaps is its upside, but that there is an abundance of quality stocks available now - on the cheap.

Filed under: Newsletters, SLM Corp (SLM), Stocks to Buy

"Since the market started its downturn early this year, I have avoided all financial stocks and resisted the temptation of value plays," says Dave Dyer.

In his Dave Dyer's Newsletter, he explains, "Well, it is now time to violate both of those prohibitions at once." Here, he looks at a new buy for SLM Corporation (NYSE: SLM), commonly known as Sallie Mae, the nation's largest provider of college loans and savings programs."

"Since the market started its downturn early this year, I have avoided all financial stocks and resisted the temptation of value plays," says Dave Dyer's Newsletter.

He adds "Well, it's now time to violate both prohibitions at once by buying SLM Corp. (NYSE: SLM), commonly known as Sallie Mae, the nation’s largest provider of college loans."

"There must be some financial areas that have predictable, growing demand, willing customers who actually have low default rates, and securitization processes that do not involve the type of financial
engineering that is only intended to hide risk.

In a recent edition of Value Investor Insight, Boykin Curry of Eagle Capital Management described why he sees unrecognized value in SLM Corporation (SLM).

Turning to a more controversial financial industry bet, describe your interest in Sallie Mae [SLM].