Tilson: Big Value in Big Caps

Whitney Tilson is finding some of the best opportunities in the market in some of the market’s largest companies.

“It’s one of the most attractive areas in the market,” he tells CNBC. “They’re incredible companies that are earning profits and trading at 10 to 12 times earnings with strong balance sheets and they’re returning cash to shareholders — they’re not exciting but if you’ve got a 5-10 year horizon and you want to earn better returns than Treasurys I think they’re the way to go.”

Tilson counts Berkshire Hathaway, Coca-Cola, and McDonald’s among his current big-cap favorites. He also offers his take on Netflix, and some tech plays that he’s high on.