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Billionaire Icahn's Alpha Opportunities

|Includes: Dell Inc. (DELL-OLD), HLF, NFLX

Be sure to check out our detailed stock analysis (click here). Billionaire Carl Icahn was at CNBC's Delivering Alpha conference last week to tout his top ideas. Of course he had a few choice words about his latest activist campaign involving Dell (NASDAQ: DELL). But he also reiterated his buy theses on his other favorite stocks, including Netflix (NASDAQ: NFLX) and Herbalife (NYSE: HLF).

Icahn had this to say about the Dell saga: "I've been through a lot of these fights, but I've never seen anything like this." He doesn't care if founder Michael Dell ups his bid or not, he just wants to own the company. Icahn notes that he's made the most money from companies he's controlled.