Talk of a potential quantitative easing by the Federal Reserve after it concludes its two-day meeting has lifted markets this week.

The Dow Jones Industrial Average reached its highest level in a month on Tuesday. Most of the stocks in the portfolios of the best stock pickers all rose in tandem, but a few haven't yet surpassed the investors' original purchase prices. Some standout bargain candidates are Marvell Tech Group (MRVL), a David Einhorn holding, and Research In Motion (RIMM), which Prem Watsa has invested in.

David Einhorn, founder of Greenlight Capital, initially invested in Marvell Tech Group, a semiconductor company, in the third quarter of 2011. He bought 16,640,000 shares at an average price of $14. Then he added more shares in the next two quarters and by March 31, 2012, owned a total of 18,372,247, making the holding 5.2% of his portfolio and his fifth-largest.

Marvell temporarily went above Einhorn's highest average purchase price of $15.63 in the first quarter, but dropped to open Wednesday at $12.08 per share.

Einhorn is particularly interested in the tech sector recently. Apple Inc. (AAPL) and Seagate Technologies (STX), a hard disk drive company, are his top two holdings, and Dell (DELL) is his tenth largest.

The price of Marvell continued to slip when the company announced its financial results. In the three months ended April 28, 2012, Marvell's net revenue dipped 7% from the prior-year quarter as storage sales had not recovered from floods in Thailand in October 2011, which affected most of the industry.

There was improvement though, as revenue increased sequentially, aided by demand for its products in the TD phone market in China. By the second half of the year, the company expects storage end-market revenues to recover to pre-flood levels.

"Our results in the first quarter were better than anticipated driven in part by our TD smartphone products, which grew about 25% sequentially and increased deployment of our 500 gigabyte per platter mobile storage solutions to all the hard disk drive manufacturers," said Dr. Sehat Sutardja, Marvell's chairman and CEO, in a statement.

To drive future growth, the company has a pipeline of products for solid-state drive controllers, digital entertainment, cloud computing and smart energy.

Marvell's balance sheet shows $2.6 billion in cash, $162 million in long-term liabilities and no long-term debt. It has produced positive free cash flow for the last 10 years and initiated its first quarterly dividend of 6 cents in May, 2012.

Prem Watsa, famed investor at Fairfax Financial Holdings (FAIRX), ventured into the troubled cell phone maker Research In Motion in the third quarter of 2010, when the stock traded at an average price of $50 a share. Since then, he has amassed 26,050,200 shares as the stock has plunged to an average of $15 a share in the first quarter of 2012.

There has been little relief for RIMM shares as the stock continued its long decline by sliding another 26% year to date. At $10.28 on Wednesday, investors can purchase this stock for 60% less than the average price Watsa paid for it.

Watsa typically looks for companies he believes are set to perform well over the long term. RIMM is his top holding, followed by Johnson & Johnson (JNJ) and Level 3 Communications (LVLT), whose stock at one point plunged to $1 around 2008, though, similar to RIMM so far, it avoided bankruptcy.

RIM, the maker of the once-popular BlackBerry smartphone device, saw its revenue drop from $20 billion to $18.4 billion from 2011 to 2012, after nine straight quarters of astronomical growth. Competition in the smartphone and tablet market has moved at a quicker pace than RIM's innovation, leaving it struggling to recapture handset market share, which dropped from 42% in December 2009 to 12.3% in March 2012, according to comScore.

Watsa, RIM's third-largest investor, joined the board in January 2012 in an effort to stanch the bloodletting, but he has said that a turnaround would occur on a long-term timetable.

"Is it going to turn around in three months, six months, nine months? No. But if you're looking four, five years -- we make investments over four, five years. Here's a company with $2.1 billion of cash and no debt," Watsa said at Fairfax's annual meeting in April, according to Bloomberg.

Though the future is uncertain, the company is still far from bankrupt. It announced in May that it is will increase its cash position from $2.1 billion in the first quarter, and that its subscriber base grew in the quarter to approximately 78 million. The growth was mainly in international markets, helping offset the more challenging market in the U.S.

Research In Motion also aims to release its new BlackBerry 10 operating system in the latter half of 2012, with updates that will make it more competitive with other devices. Two of the new device's standout features will be an adaptive touch-screen keyboard and a camera that captures multiple frames nearly instantaneously for easier editing, though it will also have a version with a standard keyboard for those who use BlackBerry because they do not want to switch to the virtual keyboard of Apple and Android.

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