John Paulson says he's betting on
), AngloGold Ashanti (AU
) and CVR Energy (CVI
). CZR should benefit as the hotel and gaming sector reaches "a fulcrum point where earnings are again starting to grow," he senses "opportunity" where AU shares have slipped 9% in three years as gold has climbed 69%, and he took advantage of Carl Icahn's "gift" to take a stake in CVI.