FACTBOX: Stock picks from Sohn Investment conference
NEW YORK, May 22 (Reuters) - Hundreds of investors packed into the Time Warner Center in New York for the annual Ira W. Sohn Investment Research Conference on Wednesday to hear top money managers discuss their favorite stock picks.
Reporters were barred from disclosing details of the event until Thursday.
Here is a list of the investors and some of their choices:
*Bill Ackman, Pershing Square Capital: Wendy's International (WEN.N: Quote, Profile, Research, Stock Buzz), which has agreed to be bought by Nelson Peltz's Triarc Cos (TRY.N: Quote, Profile, Research, Stock Buzz), the Arby's restaurants owner. "We own all we can, a share less than the poison pill," said Ackman.
*Bill Miller, Legg Mason Capital Capital Management: buy AES Corp (AES.N: Quote, Profile, Research, Stock Buzz), Freddie Mac (FRE.N: Quote, Profile, Research, Stock Buzz) and Health Net (HNT.N: Quote, Profile, Research, Stock Buzz), which he hopes will merge with Aetna (AET.N: Quote, Profile, Research, Stock Buzz), which the fund also holds.
*David Einhorn, Greenlight Capital: sell Lehman Brothers (LEH.N: Quote, Profile, Research, Stock Buzz) short, because they haven't written down structured investments enough. see separate story [N22503654]
*Chris Hohn, Children's Investment Fund: support his firm's proxy battle at railroad company CSX Inc (CSX.N: Quote, Profile, Research, Stock Buzz).
*Richard Pzena, Pzena Investment Management: buy Citigroup Inc (C.N: Quote, Profile, Research, Stock Buzz). "This is classic value. There is lots of stress. When we come out of this, the upside is huge."
*Bill Browder, Hermitage Capital: buy Aldar Properties Co ALDR.AD, the largest Abu Dhabi real estate developer. "Abu Dhabi is the richest country in the world and this is the cheapest real estate company in the world." Continued...









