The selloff in LKQ Corp. last month after a downgrade and news of a Chrysler lawsuit provided a perfect entry point to buy shares of the auto-parts maker, says Lamar Villere, portfolio manager for the Villere Equity Fund. In his view, it¿s a best-in-class company with great management that was unfairly punished. Villere is also a fan of B/E Aerospace which he says will rebound nicely after disappointing Wall Street with its first quarter guidance. Finally, he says a dividend will only slow down Howard Hughes Corp.'s real estate growth and momentum.
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