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.

Bruce Berkowitz on Defense and Health Care Investments
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