Meena Krishnamsetty
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A Few Things About Apple’s e-Book Trial You May Have Missed
By Meena Krishnamsetty - June 13, 2013 | Tickers: AMZN, AAPL, NWSA
Apple (NASDAQ: AAPL) doesn't become the largest and most valuable tech company in the world by having stupid people in charge. For those who might not think that Tim Cook is as clever, smart or shrewd as the late Steve Jobs, just might want to pay attention to the happenings in the company's e-book price-fixing trial against the U.S. Department of Justice, which is in its second more »
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What Does Billionaire Steve Cohen’s SAC See In This Energy Company?
By Meena Krishnamsetty - June 13, 2013 | Tickers: COG, CHK, EQT, OKE, SD
In May, billionaire Steve Cohen’s SAC Capital Advisors filed its 13F with the SEC, disclosing many of its long equity positions in U.S. stocks as of the end of Q1 2013. Even though the information in 13Fs is a bit old by the time it is released, we think there are still a few ways to make use of it. For one, we’ve found that the most more »
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5 Diversified REITs With Monster Yields Over 9%
By Meena Krishnamsetty - June 12, 2013 | Tickers: MITT, MTGE, NLY, ARI, CMO
Real estate investment trusts are no strangers to paying high dividend yields, as their incorporation and tax structures entitle them to deduct dividends paid to owners, significantly dodging a large U.S. federal income tax bill every year. Investors looking for high yields shouldn’t turn a blind eye to this industry, and gems with yields north of 9% can be found with a little digging.
We pay attention to more »
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Google Should Thank Apple For This 1 Unexpected Revenue Stream
By Meena Krishnamsetty - June 12, 2013 | Tickers: AAPL, GOOG
Google (NASDAQ: GOOG) and Apple (NASDAQ: AAPL) are having a well-documented feud - make that a "thermonuclear war" as the late Steve Jobs put it - that has been wide-ranging across a number of fronts. From patent-infringement suits (through proxies like Samsung for instance) to battles over apps that are or are not included on their respective Android and iOS platforms, things have really started to get ugly. And in some cases more »
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Billionaire Ray Dalio’s New Stock Picks
By Meena Krishnamsetty - June 12, 2013 | Tickers: BXP, CTL, EXPD, GE, DIS
Bridgewater Associates, managed by billionaire Ray Dalio, is one of the largest hedge funds in the world and in recent years has delivered above-average returns despite its massive size. We track Bridgewater’s quarterly 13F filings alongside those of hundreds of other hedge funds as part of our work developing investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds generate an average more »
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2 Apple Patents To Be Aware Of
By Meena Krishnamsetty - June 12, 2013 | Tickers: AAPL
Like Nokia (NOK)—learn more here—one of Apple (NASDAQ: AAPL)’s biggest strengths is its patent portfolio. Within the last two years, the IEEE has named Apple as the most patently robust in the world of consumer electronics, and in the past week, two more patents have been added to its hoard. Let’s take a look.
The first patent
The iWallet concept is one that excites many people more »
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2 Studies Apple Investors Should Be Aware Of
By Meena Krishnamsetty - June 12, 2013 | Tickers: AAPL, BBRY, GOOG
Between Apple (NASDAQ: AAPL)’s WWDC conference and its rumored involvement in the major NSA security scandal, there’s been no shortage of Cupertino-related news lately. A couple studies, though, have flown under the radar, and we at Insider Monkey thought it’d be best to bring them to the forefront of the discussion.
IDC, smartphones and value proposition
When it comes to keeping a beat on the smartphone market more »
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What Does Billionaire Andreas Halvorsen See In This Luxury Stock?
By Meena Krishnamsetty - June 12, 2013
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Andreas Halvorsen’s Viking Global. Even though the information in 13Fs is a bit old by the time it is released, we’ve actually found that the most popular small cap stocks among hedge funds- as determined by these filings- generate an average excess return of 18 percentage points per year more »
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Ken Heebner’s Cheap Stock Picks
By Meena Krishnamsetty - June 12, 2013 | Tickers: DHI, DFS, GS, RKT, TXT
Ken Heebner’s asset management firm Capital Growth Management is one of the hundreds of hedge funds and other notable investors we track in our database of quarterly 13F filings. We’ve found that 13Fs can be useful sources of investment information; the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year, and we think that other strategies are possible more »
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Rate Rebound Could Boost These 4 Life Insurance Players
By Meena Krishnamsetty - June 12, 2013 | Tickers: MET, PL, PRU, SYA
Life insurance companies are major government bond investors, as they channel policy premiums into Treasuries to generate profits. Low interest rates have weighed heavily on life insurers’ investment returns and profitability over the past few years. However, as the prospects for higher interest rates improve, so will the outlooks for higher investment returns and earnings of life insurers; discover another potential market-beating strategy here.
The details
Below is a closer more »
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What Does Billionaire John Paulson See in Family Dollar?
By Meena Krishnamsetty - June 12, 2013 | Tickers: DG, DLTR, FDO, TGT, WMT
Billionaire John Paulson was the highest paid hedge fund manager between 2007 and 2009. Unfortunately his performance took a hit in recent years and Paulson's popularity declined tremendously. Nevertheless, we at Insider Monkey believe investors can still uncover profitable investing ideas by going through his mandatory regulatory disclosures.
We track filings from funds such as Paulson’s as part of our work developing investment strategies (for example, we have more »
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Tiger Cub Philippe Laffont’s Top Stock Picks
By Meena Krishnamsetty - June 11, 2013 | Tickers: AAPL, CBS, EQIX, LBTYA, TWX
Philippe Laffont’s Coatue Management is one of our favorite hedge funds. Several weeks after the end of each fiscal quarter, hedge funds file 13Fs with the SEC to disclose many of their long equity positions from the end of that quarter. While this information is a bit old by the time it is released, we’ve actually found that the most popular small cap stocks among hedge funds earn more »
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An Insider Just Bought This High Dividend Stock
By Meena Krishnamsetty - June 11, 2013 | Tickers: CTL, FTR, PBI, RRD, XRX
Mark Wright, an executive vice president at Pitney Bowes (NYSE: PBI), a business mail services company, directly acquired 15,000 shares of stock on June 6th at an average price of $14.43 per share. We follow insider purchases because we think that insiders should purchase stock primarily when they are more confident than usual in the company’s prospects; at other times, it is rational for them to diversify more »
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4 Cheap Dividend Stocks for Income Investors
By Meena Krishnamsetty - June 11, 2013 | Tickers: HUN, SLM, WLP, WU
Several renowned investors have pursued a strategy of investing in stocks with low price-earnings multiples; here’s a look at one mind-blowing market-beating strategy if you’re bored. Stocks with low P-E ratios could be mispriced relative to their peers and could represent companies with low implied growth. However, some low P/E stocks represent good value plays that are subject to near-term adversity, which is negatively affecting their profitability more »
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Billionaire Steve Cohen’s SAC Has Been Buying This Advertising Stock
By Meena Krishnamsetty - June 11, 2013 | Tickers: CBS, CCO, LAMR, NCMI, VCI
A 13G filed with the SEC has disclosed that billionaire Steve Cohen’s SAC Capital Advisors owns 4.2 million shares of Lamar Advertising (NASDAQ: LAMR), giving the fund a 5.3% stake in the $4.1 billion market cap outdoor advertising company with a primary focus on billboard advertising. We track SAC’s quarterly 13F filings alongside those of hundreds of other hedge funds as part of our work more »
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Insider Trading Alert: This Company’s CFO Is Buying on Bad News
By Meena Krishnamsetty - June 11, 2013 | Tickers: EMC, INFA, IRM, NTAP
Iron Mountain (NYSE: IRM) plunged 16% on June 7th after the company filed an 8-K related to its discussions with the IRS. First, the records management and data protection services company’s request for a certain Private Letter Ruling (PLR) which would allow it to qualify for conversion to a real estate investment trust (namely, a ruling which would classify Iron Mountain’s racking structures as real estate) has been more »
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A Winning Combination: 5 High-Yield Stocks with Robust Dividend Growth
By Meena Krishnamsetty - June 11, 2013 | Tickers: BTI, BIP, LMT, OHI, TAL
Historical references show that stocks boasting a combination of high yield and robust dividend growth can outperform the overall market as well as their low yield and low dividend growth peers. These stocks generally reflect healthy earnings growth or cash flow generation that can support high yields and increasing dividend streams; discover another potential market-beating strategy here.
Below is a closer look at five dividend equities with dividend yields above more »
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Billionaire James Dinan’s New Stock Picks
By Meena Krishnamsetty - June 11, 2013 | Tickers: CBG, HIG, HES, NWSA, VMED
Several weeks after the end of each quarter, hedge funds such as billionaire James Dinan’s York Capital Management file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter. Even though the information in 13Fs may well be out of date by the time it is released, we’ve actually found that it can be used to develop investment strategies more »
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5 Potential Retirement Stocks for Income Investors
By Meena Krishnamsetty - June 11, 2013 | Tickers: CVX, CBU, JNJ, SCG, SYY
Passive investing in equities for retirement requires prudent, conservative allocation of resources into those equity securities that assure stable or consistently rising income streams with little volatility of price returns over time; discover one particular market-beating strategy here. Preferable are stocks of companies that have earnings power and consistency through all business cycles. Boring and defensive is what generally has been the norm among conservative retirement investments in stocks.
The more »
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4 Dividend Stocks That Could Double Payouts in 3 Years
By Meena Krishnamsetty - June 11, 2013 | Tickers: CSCO, HFC, POT, QCOM
Rising profitability and swelling cash flows have enabled an increasing number of companies to boost their dividends substantially. In an environment characterized by low yields and reduced opportunities for business growth, some companies have pursued shareholder value-boosting capital deployment policies, channeling more funds into dividends and share buybacks. Among companies with strong operational performance, there are some that could continue to boost dividends at above-average rates.
A select few
A more »