Herbalife's (NYSE: HLF) stock tanked yesterday and closed with a decline of over 8% on a FTC action that wasn't even related to the company. At one point the stock was even down 11%. Although, I am not a direct participant in the Herbalife battle (I have no position in the stock), I believe that the yesterday's price movement is a clear indication that there won't more »
David Einhorn is one of the smartest hedge fund managers of current times. He is well known for his bearish presentation on Green Mountain Coffee Roaster at Value Investing Conference last year. He did similar damage to Chipotle Mexican Grill’s stock this year. With such big hits to his name, I find useful to track his latest buy sell activities for making investment decisions. In this article, I will more »
With the fiscal cliff approaching, I am looking for some defensive and deep value stocks to ride out the storm. Since Warren Buffett is one of the most revered value investors, I decided to start by scanning his top picks. I analyzed some of his top consumer holdings as they provide good yield and are relatively defensive with a proven track record of growth.
Forward PE more »
Warren Buffett is well known for his value buys. He buys companies which are trading at valuations significantly lower than their intrinsic values and holds them for long term. I discussed his new buys from the last quarter in a previous article. In addition to new buys, it is also interesting to have a look at other stocks where his investment firm Berkshire Hathaway significantly increased its holdings. In this more »
A lot of beaten down stocks in the tech sectors have seen renewed interest off late. Be it Web 2.0 companies like Facebook (NASDAQ: FB), Groupon (NASDAQ: GRPN) and Zynga (NASDAQ: ZNGA) or hardware companies like Research in Motion, Nokia and Dell. I have already covered Research in Motion and Nokia in a previous article. In this article I will be focusing on Web 2.0 companies: Facebook, Groupon more »
Warren Buffett is well known for his value buys. He buys companies which are trading at valuations significantly lower than their intrinsic values and holds them for long term. I scanned Berkshire Hathaway’s latest 13F filing for the stocks where Buffett recently initiated new positions. There were four new names in the list Media General (NYSE: MEG), Deere and Company (NYSE: DE), Wabco (NYSE: WBC) and Precision Castparts (NYSE: PCPmore »)
Appaloosa Management, L.P. is a long/short hedge fund founded by David A. Tepper in 1993. David Tepper is well known for his long bets on financial stocks at the bottom of the markets in 2009. He is again betting on financial stocks and I have discussed some of his new positions in financial stocks in a previous article. In addition, it is also interesting to look at some more »
Billionaire David Tepper is well known for his 2009 bet on the recovery in financial stocks. His fund made over $7 billion in profits by buying distressed financial stocks in February and March of that year. His recent 13F filing shows that he is initiating new position in the financial sector again. The following is a list of his three new positions in financials according to his latest 13F filing more »
Apple’s (NASDAQ: AAPL) stock price has corrected quite a bit from its highs in the recent months. The stock price declined to low $500 levels in mid-November after making a high of ~$700 in mid-September. Although the stock has recovered some of its lost ground, the jury is still out on whether it is just a dead cat bounce or a sustainable recovery and a trend change.
Meanwhile, Apple more »
Billionaire T Boone Pickens is a legendary Oil investor and entrepreneur. He founded Mesa Petroleum in 1956 which became one of the largest independent Oil companies by 1981 through mergers and acquisitions. Mesa Petroleum was finally sold to Parker & Parsley Petroleum in 1997 and T. Boone Pickens founded his hedge fund BP Capital Management LP in the same year to invest in Energy stocks. His background as an oil entrepreneur more »
Fisher Investments is a Woodside, California based investment advisory and hedge fund management firm founded by billionaire Ken Fisher. The firm recently filed its 13F form for the quarter ended September 30. The following is a list of its top three new buys from the last quarter:
Shares Bought Last Quarter
Petroleo Brasileiro Petrobras SA
Vodafone more »
Fisher Investments is a Woodside, California-based investment advisory and hedge fund management firm founded by billionaire Ken Fisher. The firm recently filed its 13F form for the quarter ended Sept. 30. I discussed the firm’s new buys in a previous article, but in addition to new buys, it is also interesting to have a look at the stocks in which Fisher Investment is increasing its positions. The following is more »
The Bill and Melinda Gates foundation is well known for its philanthropic activities in the field of poverty reduction and healthcare. The foundation has over $36 billion dollars in endowments, out of which ~$15 billion is invested in equities. The following is a list of its top equity holdings:
Berkshire Hathaway Inc.
The Coca-Cola Company
McDonald's Corporation more »
Yacktman Asset Management’s Donald Yacktman recently filed 13-F form for the quarter ended Sept. 30, 2012. The following is a list of his top buys from the last quarter.
Shares Bought Last Quarter
Shares Held- Sep. 30, 2012
Research In Motion Limited
The Coca-Cola Company
Cisco Systems, Inc.
6 more »
Aberdeen Asset Management is a UK based investment firm managing over $200 billion in assets. The company recently filed its 13F form with SEC. I scanned its top buys from the last quarter and the following three stocks look promising.
Xerox (NYSE: XRX)
Aberdeen Asset Management bought 21,839,037 shares of Xerox last quarter. Xerox is trading at a forward PE of 5.66. Its expected EPS for the more »
Acadian Asset Management is an investment advisory and hedge fund management firm with ~$12 billion invested in equities. The firm recently filed its 13F form with the SEC. Here’s a list of its top three buys from the last quarter:
Shares Bought Last Quarter
Shares Held - sep 30, 2012
The TJX Companies, Inc.
Grupo Televisa SAB
2 more »
V.F. Corporation (NYSE: VFC) recently reported better than expected 3Q results and raised its FY12 EPS guidance, while holding FY12 sales guidance. The EPS beat was primarily driven by a better gross margin, partially offset by lower sales. While business trends remain solid overall, the shares have seen a 4.4% downfall as decelerating top-line trends for The North Face and Europe likely led some investors to take profits more »
Shares of Lululemon Athletica (NASDAQ: LULU) have surged more than 57% this year, and the stock is currently trading at a forward P/E of 32.78. The unusually high P/E ratio of this company has scared away some investors. But does a high P/E ratio really mean a stock is overvalued? Not always.
Investors steering clear of high P/E ratios often end up missing out on more »
Over the last several months, there has been a lot of noise with respect to the energy drink category, both in terms of various investigations into whether or not these products are safe to consume and in terms of both slower growth and higher promotional spending in the U.S. energy drinks category. There have been letters sent to the FDA by two congressmen, and the New York State Attorney more »
ConAgra Foods (NYSE: CAG) recently reported a great quarter, with EPS of $0.44 exceeding consensus estimates of $0.36. The EPS beat was clean, with no meaningful assistance from taxes or interest expense. Sales growth was 6.7% as compared to the consensus estimates of 5.4% and the gross margins were impressive as well, at a pro forma 22.5% versus consensus’ 21.1%. Moreover, the management increased more »
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