Meena Krishnamsetty

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• Billionaire Paul Singer’s Elliott Management Bought These Stocks

  By Meena Krishnamsetty - May 24, 2013 | Tickers: BRCD, CPWR, HES, VMED

  Elliott Management, a hedge fund managed by billionaire Paul Singer since its founding in 1977, has filed its 13F for the first quarter of 2013 (see the filing on the SEC's website). These filings disclose hedge funds' or other major investors' long equity positions as of the end of a quarter; there are a few different ways for investors to use this information.

  For one, we have found that more »

• Billionaire Ken Griffin’s Citadel Has Been Buying These Stocks

  By Meena Krishnamsetty - May 24, 2013 | Tickers: EOG, MCD, PG, DIS

  We track quarterly 13F filings from hundreds of hedge funds and other notable investors 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). We also like to take a brief look at what a number of top managers including billionaire Ken Griffin more »

• PointState Get’s The Point: 5 Stocks With Good Growth Drivers Beyond 2013

  By Meena Krishnamsetty - May 24, 2013 | Tickers: ADT, CBS, LNG, HFC, NWSA

  PointState Capital, managed by Sean Cullinan, is among the 500-plus mega-funds that we track at Insider Monkey, and with six former Duquesne Capital portfolio managers, this is really the new Duquesne minus Stan Druckenmiller. Seeing as the fund has recently filed its first-quarter 13F with the SEC, we’re going to take a look at some of the top stocks it was positioning itself in for the start of Q2 more »

• What Is This Value Investor Buying?

  By Meena Krishnamsetty - May 24, 2013 | Tickers: BAM, DVN, FCE-A, KEY, BK

  Martin Whitman, a value investor, founded Third Avenue Management in 1990. Third Avenue currently has over $10 billion worth of assets under management.

  By doing fundamental research on companies, the fund attempts to find stocks that are “safe,” i.e. understandable businesses with stable financials that also sell at a discount to their intrinsic value.

  The fund recently filed its first quarter 13F with the SEC, describing some of its more »

• A West Coast Hedge Fund Is Bullish On These 5 Stocks

  By Meena Krishnamsetty - May 24, 2013 | Tickers: ADBE, ATHN, PANW, PCLN, WYNN

  Criterion Capital Management is a San Francisco-based investment adviser specializing in global technology, media and telecommunications. The fund is managed by Chris Lord, David Riley and Tomoko Fortune, and recently filed its latest 13F with the SEC, describing some of its main investments during 2013’s first quarter.

  The tippy top

  The largest equity position in Criterion’s 13F was networking and communications company Palo Alto Networks (NYSE: PANW). During more »

• Cupps Capital Is Going Big In Chi-Town

  By Meena Krishnamsetty - May 24, 2013 | Tickers: FNGN, N, TSLA, URI, VECO

  Cupps Capital Management is a Chicago-based investment management firm serving institutional investors through separately managed accounts since 2000. Mr. Drew Cupps is President and Chief Investment Officer of the firm, and has built a fund with over $951 million in assets under management.

  A top trio

  NetSuite (NYSE: N) is at the first spot with 481,063 shares during the quarter, 66,215 shares less compared to December 2012. Despite more »

• Hedge Fund Giovine Capital Loves These Stocks--Should You?

  By Meena Krishnamsetty - May 24, 2013 | Tickers: APC, ENR, HES, HD, MOS

  Giovine Capital Group, founded by Thomas A. Giovine in 1998, has a sizable equity portfolio. Institutional investors have to comply with SEC requirements, which include filing a 13F form every quarter. A quick look at the top five equity positions of Giovine may be a good starting point for individual research. Our research has shown that individual investors can outperform the market by as much as 18 percentage points per more »

• 5 Small-Cap Growth-Oriented Dividend Stocks

  By Meena Krishnamsetty - May 23, 2013 | Tickers: COR, INGR, HWCC, MPW, WDR

  So far this year, value stocks have been leading the market’s rally—some in this market-beating strategy—while growth stocks have lagged somewhat behind. However, based on five-year total returns, growth stocks have outperformed value stocks. Moreover, over the past 12 months, some individual growth stocks outpaced value stocks by a significant margin.

  Growth stocks have a potential to outperform as they are expected to produce revenue and earnings more »

• 5 Stocks Boosting Dividends by 20% or More

  By Meena Krishnamsetty - May 23, 2013 | Tickers: ARG, UFS, IVZ, LAZ, RGR

  According to S&P Dow Jones Indices data, some 935 companies boosted their dividend payouts in the first four months of 2013, 32% more than in the same quarter a year earlier. The tally for the first four months of this year was also the highest in at least a decade. This is a result of strong corporate cash flow generation that is allowing companies to return increasing amounts of more »

• Billionaire Dan Loeb’s New Stock Picks

  By Meena Krishnamsetty - May 23, 2013 | Tickers: APC, BEAV, TMO, TIF, VMED

  Several weeks after the end of each quarter, hedge funds and other notable investors submit their 13F filings to the SEC, disclosing to the public many of their long equity positions in U.S. stocks as of the end of the quarter. We track these filings in our database, allowing us to use the included information to develop investing strategies; we have found, for example, that the most popular small more »

• Billionaire Steve Cohen’s Top Stock Picks

  By Meena Krishnamsetty - May 23, 2013 | Tickers: AMZN, EQT, MU, SU, V

  In mid May, billionaire Steve Cohen’s SAC Capital Advisors filed its 13F with the SEC, disclosing many of its long equity positions as of the end of March; see the filing on the SEC's website. Even though the information in these filings is a bit old, there are still multiple ways for investors to use it.

  We have found that the most popular small cap stocks among hedge more »

• Billionaire T. Boone Pickens’s Top Q1 Stock Picks

  By Meena Krishnamsetty - May 23, 2013 | Tickers: APA, DVN, GDP, OXY, PXD

  After becoming a billionaire through his success in the oilfields, T. Boone Pickens has moved into finance with his own hedge fund BP Capital (which manages a sizable portion of his own wealth). The fund, which concentrates on energy related investments, recently filed its 13F with the SEC, disclosing many of its long equity positions as of the end of March; see the full filing on the SEC's website more »

• Billionaire Leon Cooperman’s Dividend Stock Picks

  By Meena Krishnamsetty - May 23, 2013 | Tickers: APL, CIM, KMI, KFN, LINE

  Omega Advisors was founded by Leon Cooperman in 1991 after he had headed Goldman Sachs Asset Management, with Cooperman becoming a billionaire on the strength of the fund’s performance. The fund recently filed its 13F with the SEC, disclosing many of its long equity positions as of March (we track these filings from hundreds of hedge funds as part of our work developing investment strategies; we have found, for more »

• Warren Buffett’s Cheap Stock Picks

  By Meena Krishnamsetty - May 23, 2013 | Tickers: COP, GM, PSX, USB, WFC

  Several weeks after the end of each quarter, hedge funds and other major investors such as Warren Buffett’s Berkshire Hathaway file 13Fs with the SEC, disclosing many of their long equity positions as of the end of that quarter; check out Berkshire's most recent 13F on the SEC's website. Our database tracks hundreds of 13F filings, with us using the included information to develop investing strategies (for more »

• What Are Insiders Buying These Days?

  By Meena Krishnamsetty - May 23, 2013 | Tickers: BBT, BSX, IBKC, X, WSR

  Studies show that stocks bought by insiders narrowly outperform the market (read our analysis of studies on insider trading) with our explanation for this finding being that company insiders have to be more confident than usual to buy the stock rather than diversify their wealth. Because the effect is not enormously large, as well as because of the fact that there are too many insider purchases for an investor to more »

• 5 Stalwarts Loved by Advanced Investment Partners

  By Meena Krishnamsetty - May 23, 2013 | Tickers: AAPL, GE, HD, PFE, TWX

  Advanced Investment Partners is an investment management firm focused on active U.S. equity strategies, featuring a comprehensive investment procedure with consistent risk management. Douglas William Case, along with his partners, founded Advanced Investment Partners in 1996. Since then, Case has served as the hedge fund’s president, CIO and manager. He uses an elaborate system of quantitative analyses and benchmarks to track the success of the fund. Mr. Case more »

• Hedge Fund Gruss Asset Management’s 5 Largest Equity Holdings: A Q1 Recap

  By Meena Krishnamsetty - May 23, 2013 | Tickers: BP, CBS, FMCN, GD, LMCA

  Gruss Asset Management is a financial investment advisory firm headquartered in New York with an estimated $2.4 billion of assets under management. It is managed by Howard Guberman. The fund recently filed its 13F with the SEC, describing some of its main investments during 2013’s first quarter. A quick look at the top five equity positions of this new hedge fund might be a good starting point for more »

• 5 Dividend Stocks With Recent Insider Buying

  By Meena Krishnamsetty - May 23, 2013 | Tickers: DPS, HBAN, MYE, PBI, BA

  Generally, insiders buy stock in their own company when they feel confident about the company’s market prospects and outlook. Sometimes insiders buy stock in their own companies so as to show commitment to working to enhance shareholder value over time. Historically, stocks bought by insiders have tended to outperform broad benchmarks over time.

  The following represents a selection of five dividend-paying stocks with yields above 2.0% that have more »

• Billionaire Bill Ackman’s First-Quarter Trades

  By Meena Krishnamsetty - May 23, 2013 | Tickers: GGP, MATX, MDLZ, PG

  Bill Ackman, the billionaire manager of Pershing Square, has been in the news quite a bit in the last several months thanks to his public statements about his large short position in Herbalife. In December he accused the company of being a pyramid scheme; fellow billionaire and longtime Ackman rival Carl Icahn (see Icahn's stock picks) began buying the stock after it fell in price, and slugged it out more »

• Aptly-Named Contrarius Investment Making Some Contrarian Moves

  By Meena Krishnamsetty - May 23, 2013 | Tickers: AAPL, GCI, GOOG, NVDA, NYT

  As hedge funds’ Q1 13F filings continue to flutter in, we have a unique opportunity to get a hand-on look at each of these major players’ best equity picks. See the original 13F of Contrarius Investment, the fund we'll be focusing on, here.

  The top dog

  Apple (NASDAQ: AAPL) has kept its number one spot in the fund’s top five equity holdings, and actually saw the size of more »

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