Billionaire Glenn Dubin’s Long Term Stock Picks Include DISH Network Corp (DISH)

According to the 13F, Dubin had 1.4 million shares of Eaton Corporation, PLC Ordinary Shares (NYSE:ETN), the $32 billion market cap power systems and services company, in his portfolio at the end of April. The firm recorded double-digit growth rates on both top and bottom lines in the first quarter of 2013 versus a year earlier. While some further improvements are already incorporated into the current stock price (the trailing earnings multiple is 21), it might be worth looking into Eaton Corporation, PLC Ordinary Shares (NYSE:ETN) to see if it can continue to sustain high growth rates over the next several years.

Highbridge has been a long term owner of SEI Investments Company (NASDAQ:SEIC) per our database. SEI Investments Company (NASDAQ:SEIC) is a wealth management and investment advisory company with a market capitalization of $5.4 billion. As with some of these other picks from the fund’s portfolio, its financials show good growth rates of both revenue and net income over the last year. Again, the earnings multiples are fairly high- the trailing and forward P/Es are 24 and 19 respectively- so investors would have to determine if growth will be high enough going forward to make it undervalued at the current price.

These picks are generally dependent on increasing their earnings over the next several years rather than being cheap in value terms. Still, Hertz has been doing well and in that case analysts at least are forecasting impressive growth going forward; Cosan’s industry can be thought of as having good prospects and so long-term growth there is certainly believable. Investors interested in SEI’s or Eaton’s industry could certainly look into how much of those companies’ recent performance could be expected to continue.

Disclosure: I own no shares of any stocks mentioned in this article.