Meena Krishnamsetty

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  • An Insider Has Been Buying Shares of This Materials Company

    By Meena Krishnamsetty - August 2, 2013 | Tickers: FCX, NEM, SCCO

    According to a Form 4 filed with the SEC, two limited partnerships connected to Freeport-McMoRan Copper & Gold (NYSE: FCX) Board member James Flores together purchased over 500,000 shares of stock in late July at prices of about $28.65 per share. Studies show that stocks bought by insiders tend to narrowly outperform the market on average (read our analysis of studies on insider transactions), and this makes some amount more »

  • Activist Barry Rosenstein’s Cheap Stock Picks

    By Meena Krishnamsetty - August 2, 2013 | Tickers: AET, AGU, BIG

    JANA Partners, managed by Barry Rosenstein, is a value and activist hedge fund. It is one of the hundreds of hedge funds which Insider Monkey tracks in our database of quarterly 13F filings, a database we use to develop investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year more »

  • Is This Troubled Department Store a Good Investment?

    By Meena Krishnamsetty - August 2, 2013 | Tickers: JCP, KSS, M

    J.C. Penney (NYSE: JCP) has been in a period of decline over the past several years, as department stores in general have been forced to contend with competition from Internet retailers such as Amazon as well as discount retailers including Target and Wal-Mart. Its stock price is down 46% in the last year. Even billionaire Bill Ackman’s involvement as an activist, helping name Ron Johnson to be J more »

  • Billionaire John Paulson’s Long-Term Stock Picks

    By Meena Krishnamsetty - August 2, 2013 | Tickers: BAC, MGM, MYL

    Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire John Paulson’s Paulson & Co. We’ve found in our work researching investment strategies that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy), and it can be useful to track hedge fund activity over time as well.

    For more »

  • Is This Cruise Line Company’s Nightmare Over?

    By Meena Krishnamsetty - August 2, 2013 | Tickers: CCL, NCLH, RCL

    Three trusts which operate for the benefit of family members of Royal Caribbean (NYSE: RCL) purchased a total of nearly 27,000 shares of stock on July 29 at an average price of $36.82 per share, according to a filing with the SEC. Insider Monkey tracks insider purchases because, in theory, they should signal at least some degree of confidence in the company; otherwise, it would be rational for more »

  • Billionaire Ray Dalio’s Long-Term Stock Picks

    By Meena Krishnamsetty - August 1, 2013 | Tickers: MSFT, ORCL, DIS

    Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Ray Dalio’s huge hedge fund Bridgewater Associates.

    We’ve found that the information in these filings can be useful in developing investment strategies; for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). We can also go more »

  • Bain Capital’s Hedge Fund Bet On These Stocks

    By Meena Krishnamsetty - August 1, 2013 | Tickers: MON, PPG, ULTA

    In late July, Brookside Capital, which serves as a long/short equity hedge fund within the larger Bain Capital asset management organization, filed its 13F for the second quarter of 2013 with the SEC. This filing discloses many of the fund’s long equity positions in U.S. stocks as of the end of June.

    Insider Monkey tracks 13Fs, both as part of our work researching investment strategies (for example more »

  • What are Hedge Funds Buying These Days?

    By Meena Krishnamsetty - August 1, 2013 | Tickers: BANC, IL, NAV

    After a hedge fund or other major investor acquires more than 5% of a company’s outstanding shares or makes major changes to its position, it files a 13D or 13G with the SEC.

    While keeping track of these filings doesn’t provide as comprehensive information as the quarterly 13Fs Insider Monkey uses to help us develop investing strategies (for example, we have discovered that the most popular small cap more »

  • An Insider at This Mattress Company Tucked in 10,000 Shares of Stock

    By Meena Krishnamsetty - August 1, 2013 | Tickers: MFRM, SCSS, TPX

    According to a Form 4 filed with the SEC, Michael Harrison, a member of the Board of Directors at Select Comfort (NASDAQ: SCSS), directly acquired 10,000 shares of the company’s stock recently at an average price of $22.73 per share. When restricted stock is included, Harrison now owns just over 14,000 shares of the $1.3 billion market cap mattress company, so this purchase was a more »

  • Is This Networking Company a Good Stock to Buy?

    By Meena Krishnamsetty - August 1, 2013 | Tickers: ALU, CSCO, JNPR

    Cisco (NASDAQ: CSCO) has been doing well so far in its fiscal year (the third quarter of which ended in April 2013.) In its most recent 10-Q, the company reported that revenue had risen 5% in fiscal Q3 versus a year earlier, in line with the improvements in Cisco’s top line from the first half of the FY. Pretax margins have stayed more or less constant, resulting in similar more »

  • Billionaire Stephen Mandel’s Long-Term Plays Might Surprise You

    By Meena Krishnamsetty - August 1, 2013 | Tickers: DG, RL, PCLN

    We at Insider Monkey track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our work researching investment strategies. We have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year—discover how this strategy works more »

  • Recent Insider Buys Include This Large Cap Internet Stock

    By Meena Krishnamsetty - July 30, 2013 | Tickers: EBAY, IR, NBR

    According to Insider Monkey’s analysis of studies on the subject, stocks bought by insiders tend to slightly outperform the market on average. While it’s impossible for investors to imitate each one of the hundreds to thousands of insider purchases which take place each year, we think that reviewing insider purchases can work similarly to a stock screen in providing a list of names which investors can research further more »

  • Tiger Global Management’s Long Term Stock Picks

    By Meena Krishnamsetty - July 30, 2013 | Tickers: BIDU, PCLN, V

    In May, Tiger Cub hedge fund Tiger Global Management (Tiger Cub funds are those founded by former employees of billionaire Julian Robertson’s Tiger Management) filed its 13F for the first quarter of 2013. At Insider Monkey, we track these filings as part of our work researching investment strategies (for example, we have found that the most popular small cap stocks among hedge funds generate an average excess return of more »

  • Is This Retailer a Smart Way to Play the Housing Recovery?

    By Meena Krishnamsetty - July 30, 2013 | Tickers: HD, LOW, LL

    Home Depot (NYSE: HD) has been a popular pick among many investors looking for a large-cap stock with exposure to the boom in construction and housing sales (as sellers, house flippers, or buyers touch up housing properties before or after a transaction). In the last year Home Depot’s stock is up close to 60%, more than doubling the return of the S&P 500. However, this increase in the more »

  • Billionaire Leon Cooperman Still Likes This Energy Stock

    By Meena Krishnamsetty - July 30, 2013 | Tickers: CHK, DVN, SD

    At the Delivering Alpha conference on July 17, billionaire Leon Cooperman of Omega Advisors listed SandRidge Energy (NYSE: SD) as a potential turnaround and one of his top picks. At Insider Monkey, we track quarterly 13F filings from Omega and hundreds of other hedge funds as part of our work researching investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an more »

  • Is This Oilfield Services Company a Good Stock to Buy?

    By Meena Krishnamsetty - July 30, 2013 | Tickers: HAL, SLB, WFT

    Schlumberger (NYSE: SLB), the largest publicly traded U.S. oilfield services company by market capitalization (at $110 billion), recently reported its results for the second quarter of 2013. The company saw an 8% increase in revenue versus a year earlier, which was in line with the growth of its business from Q1. It recorded a significant gain on the formation of a joint venture specializing in subsea oil and gas more »

  • Billionaire T. Boone Pickens’ Long-Term Stock Picks

    By Meena Krishnamsetty - July 30, 2013 | Tickers: APA, DVN, OXY

    In May, billionaire T. Boone Pickens’ BP Capital filed its 13F for the first quarter of 2013 with the SEC, disclosing many of its long equity positions as of the end of March. Obviously the information in this filing is somewhat old by now, but at Insider Monkey, we track quarterly 13F filings from hundreds of hedge funds, including BP, as part of our work researching investment strategies (for example more »

  • An Insider at This Drilling Company Added 11,000 Shares

    By Meena Krishnamsetty - July 30, 2013 | Tickers: HP, NBR, PTEN

    A Form 4 filed with the SEC has disclosed that Howard Wolf, a member of the Board of Directors at Nabors Industries (NYSE: NBR), directly purchased 11,000 shares of stock on July 25 at an average price of about $14.90 per share. Nabors is a $4.4 billion market cap contract driller, primarily operating in onshore North America, with some international and offshore activity as well.

    Studies generally more »

  • Billionaire Stephen Mandel’s Small-cap Stock Picks

    By Meena Krishnamsetty - July 30, 2013 | Tickers: CFX, SEMG, WBC

    Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Stephen Mandel’s Lone Pine Capital. It's found that 13Fs can be useful in developing investment strategies; for example, the most popular small-cap stocks among hedge funds earn an average excess return of 18 percentage points per year. In addition, while we don’t recommend blindly imitating hedge fund managers, their picks can serve as initial more »

  • Should You Imitate the Insider Purchase at This Grocery Store?

    By Meena Krishnamsetty - July 30, 2013 | Tickers: SWY, SVU, KR

    Safeway (NYSE: SWY) senior vice president David Bond purchased 5,000 shares of the company’s stock on July 22, according to a Form 4 filed with the SEC. The filing now places Bond’s direct holdings of the grocery store at about 31,000 shares, in addition to about 5,500 shares in his 401k.

    According to Insider Monkey’s analysis, stocks bought by insiders tend to narrowly outperform more »

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