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Laura Paur

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  • Buy These 3 Leaders Before It Is Too Late

    By Laura Paur - March 3, 2013 | Tickers: EMC, FISV, GOOG

    Eminence’s investment philosophy is oriented around finding companies that meets “quality value” requirements. According to HedgeFundLetters, Eminence Capital actively searches for discounts that are created by: (1) A good business in an industry shunned by analysts for any reason, (2) A good company that has “tripped” by delivering disappointing short-term earnings or through other catalysts that have not impaired the company’s long-term value, and (3) A good company more »

  • Buy These 4 Stocks Before They Start Rising

    By Laura Paur - March 1, 2013 | Tickers: HIG, MET, RIG, WFT

    I like to analyze what prominent investors buy or sell in the last reported quarter. In this article I detail what Appaloosa Management bought in the past months. Appaloosa was founded by David Tepper, who made $4 billion in 2009 and currently ranks as the 258th richest person in the world. Tepper has earned an international reputation for producing some of the highest returns amongst fund managers on Wall Street more »

  • 3 Great Picks from Fir Tree Partners

    By Laura Paur - March 1, 2013 | Tickers: EQIX, GOOG, WMB

    In this article I analyze Fir Tree Partners portfolio. Fir Tree Partners is a New York City based privately owned investment hedge fund founded by Jeffrey Tannenbaum in 1994. The fund has been averaging a healthy return of 28% annually since its inception, beating the S&P 500 index by over 18%. Today, the firm manages over seven billion dollars on behalf of major endowments, foundations, pension funds (private and more »

  • 3 Undervalued Picks from Bruce Berkowitz

    By Laura Paur - March 1, 2013 | Tickers: AIG, BAC, JEF, LUK

    Bruce Berkowitz’s Fairholme Fund has an outstanding investment record, but a poor performance in 2011 placed him in the bottom 99% of funds. 2012 has been very strong for Berkowitz as the fund went almost directly to the top 1% as Fairholme’s top financial holdings rebounded sharply. This shows that things change very quickly in the stock market and it is important to have patience and confidence in more »

  • ESL Investments Best Picks

    By Laura Paur - February 28, 2013 | Tickers: COF, SWY

    ESL Investments is a $5.5 billion hedge fund started by Ed Lampert in 1988. According to Insider Monkey, he believes in concentrated value investing, which is basically aiming to buy assets for less than what they are worth and to sell them at or closer to what they are worth. Lampert makes concentrated bets and holds them for many years, similar to Warren Buffett. Lampert, who typically invests in more »

  • 3 Top Picks from Elliott Management

    By Laura Paur - February 27, 2013 | Tickers: BMC, IBM, NTAP, NWSA

    In this article I analyze Elliott Management’s holdings. Elliott takes a value oriented, activist approach to investment, meaning that the fund will take on significant, but minority, stakes in companies that are in distress or have not performed as well as their peers, and attempt to affect change within the company's management to deliver the greater shareholder value possible. Over the past 35 years Elliott has produced an more »

  • 3 Unique Companies at Undervalued Prices

    By Laura Paur - February 26, 2013 | Tickers: AAPL, EMC, MSFT

    I like to analyze what prominent investors buy or sell in the last reported quarter. In this article I detail what Appaloosa Management bought in the past months. Appaloosa was founded by David Tepper, who made $4 billion in 2009 and currently ranks as the 258th richest person in the world.

    It’s always interesting to peek into hedge fund managers’ trade book, getting a glimpse of the evolution of more »

  • Brave Warrior Investing: Are you Ready ?

    By Laura Paur - February 26, 2013 | Tickers: GOOG, ORCL, USB, VPRT

    I like to track prominent hedge fund holdings. Individual investors should study what top fundamental investors have been doing with their portfolios. These kind of hedge funds invest considerable time and resources analyzing stocks. I focus on institutional investors that hold concentrated positions and have a long-term, fundamental bias. In this article I analyze Glenn Greenberg’s Brave Warrior Capital holdings. Greenberg invests in companies with little competition, and places more »

  • 3 Strong Growth Plays You Should Check

    By Laura Paur - February 25, 2013 | Tickers: RLGY, SBH, WDAY

    As an individual investor, it's impossible to scour the entire investment universe for the best bargains. One way to uncover compelling investment ideas is to review the 13F filings required by institutional investment managers each quarter which highlights all the securities held under the SEC's jurisdiction. Each quarter I review the holdings of the Blue Ridge  to get a glimpse into the investment ideas of one of the more »

  • Growth at Attractive Prices: Follow Blue Ridge Picks

    By Laura Paur - February 25, 2013 | Tickers: DLTR, GILD, BSMX

    In this article I analyze John Griffin’s Blue Ridge Capital. Mr. Griffin’s investment method is long/short, with a long bias. The long positions are usually in large cap and high performance stocks, while the shorts tend to be in lesser known entities with fundamental problems. The fund’s investment decisions are based on bottom-up in-depth research of the fundamentals to determine the long term perspectives of each more »