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Tilson: Playing Defense with Blue Chips

T2 Partners' founder and Tilson Focus manager Whitney Tilson says he is repositioning to more conservative names.

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Ryan Leggio: On a risk-adjusted basis, what does look the most attractive to you right now?

Whitney Tilson: Well, generally speaking, we've gone from playing offense six months ago, deliberately investing in the most out-of-favor sectors--cyclical companies with too much debt, things that had exposure to the financial sector--because they were so cheap.

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Ryan Leggio does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.