Browse by ▼

American International Group

  • BlueMountain Capital Is Bullish On These 5 Stocks

    By Meena Krishnamsetty - May 22, 2013 | Tickers: AIG, HBI, NRG, TARO, SSP

    The New York-based hedge fund BlueMountain Capital Management has recently disclosed its first quarter equity holdings in a 13F filing with the SEC, as is consistent with the rest of its peers. Using the original 13F, seen here, let’s take a look at BlueMountain’s top five stock picks heading into the second quarter.

    A top trio

    According to the 13F, American International Group (NYSE: AIG) is the largest more »

  • Klarman Adds to AIG, Drops Allied Nevada and Genworth

    By Salvatore "Sam" Mattera - May 22, 2013 | Tickers: ANV, AIG, GNW

    Seth Klarman is a legendary value investor. His fund, The Baupost Group, is one of the largest hedge funds in the world, with assets totaling nearly $30 billion.

    As of its 13F filing last week, the fund was fairly active in the first quarter, exiting some stakes while dramatically increasing others. As of the end of March, the fund held positions in more than 20 stocks.

    The most interesting of more »

  • Billionare Seth Klarman’s Top Stock Picks

    By Meena Krishnamsetty - May 22, 2013 | Tickers: AIG, BP, NWSA, ORCL, ROVI

    Seth Klarman, who manages the Baupost Group, is such a widely followed value investor that his book Margin of Safety, which was written in 1991 and details his thoughts on investing, has sold for $1,500. Baupost and hundreds of other hedge funds file 13F's each quarter with the SEC, disclosing many of their long equity positions as of the beginning of the previous quarter. We track these filings more »

  • One Mind-Blowing Revelation The Buffett Bulls Might’ve Missed

    By Meena Krishnamsetty - May 22, 2013 | Tickers: AIG, BRK-B, HIG, ALL, TRV

    Berkshire-Hathaway (NYSE: BRK-B) held its annual meeting a few weekends ago at the Century Link Center in Omaha; see Insider Monkey's recap from the meeting. An annual spring rite of passage for value investors, the meeting contained thousands of shareholders who flocked to the Midwest to pay homage to the Oracle of Omaha. During the course of the meeting, and in his annual shareholder letter, Buffett discussed future plans more »

  • 1 Multi-Billion Dollar Hedge Fund To Watch

    By Meena Krishnamsetty - May 22, 2013 | Tickers: AIG, BKW, DYN, MGM, STSA

    King Street Capital is one of the largest of the distressed-debt hedge funds we track at Insider Monkey. It primarily invests in equity, bonds, foreign exchange, warrants, and options. The fund was co-founded by Brian Higgins with O. Francis Biondi in 1995, and manages six accounts totalling an estimated $19.6 billion in assets under management.

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

  • Value Investor Seth Klarman's Shakeups

    By Marshall Hargrave - May 22, 2013 | Tickers: AIG, BP, DTV, ELN, ORCL

    Seth Klarman's Baupost Group, led by the famed value investor and author of Margin of Safety, recently revealed its public equity portfolio in its quarterly filing with the SEC. Klarman founded Baupost in 1983, and now has assets under management of nearly $30 billion. Outlined below are five takeaways from Baupost's portfolio, which include some interesting additions (check out Klarman's cheap stock picks).

    Baupost kept BP (NYSE: BPmore »)

  • 3 Financial Firms Gobbling up Shares

    By Jordan Wathen - May 21, 2013 | Tickers: AIG, DFS, CB

    This year, companies are gobbling up their own shares by the tens of billions of dollars. Repurchases can create tremendous value when they're properly timed. A company that purchases cheap stock reduces its share count and drives earnings per share growth. A combination of fewer shares and greater earnings is a double whammy for investors.

    Financial firms are part of the buyback spree. Here are three financial firms that more »

  • Billionaire Activist Loeb Adds To His Campaign

    By Marshall Hargrave - May 20, 2013 | Tickers: AIG, IP, TIF, VMED, YHOO

    Dan Loeb is the founder of the activist hedge fund, Third Point, with some $4 Billion in assets under management. Loeb is known in the financial world for writing public letters focused on disapproval of company performance and management's conduct. Loeb's recent activist campaign was waged on Sony earlier this month, but outlined below are Loeb's latest moves for Third Point per his quarterly filing with more »

  • Whitney Tilson's Favs

    By Marshall Hargrave - May 20, 2013 | Tickers: AIG, BRK-B, NFLX

    Whitney Tilson never misses a chance to give a shout out to the stocks he loves. He is a frequent guest on CNBC and appears at a number of conferences. He is also the co-founder of the bi-annual investment conference, Value Investing Congress. Naturally, Tilson spoke at the eighth annual Value Investing Congress this month, touting his top ideas that he holds in his Kase Capital hedge fund. Tilson split more »

  • The Right Way to Replicate Hedge Fund Holdings

    By Andrés Cardenal - May 16, 2013 | Tickers: ALFA, AIG, GURU, JCP | Editor's Choice

    Replicating the moves of the most famous and renowned hedge fund managers is certainly an interesting idea. After all, they are supposed to be the “smart money” and they should be able to make some really smart investing decisions to justify the hefty fees they charge to clients for their services.

    But investors need to be careful in their approach to this strategy, hedge funds holdings can be a fertile more »

  • A Newbie Picks ‘Em Like The Hedge Fund Pros

    By Meena Krishnamsetty - May 14, 2013 | Tickers: ADT, AIG, AAPL, HAL, QCOM

    Incline Global Management was founded by Jeff Lignelli after leaving Appaloosa Management in April 2012. The fund’s initial investor was none other than Appaloosa founder David Tepper, who provided an undisclosed sum to his former employee. With a diversified portfolio representing all the major sectors, including technology, financial and services, Incline’s equity portfolio is currently valued at over $88 million. Over 30% of the total shares in the more »

  • Why You Should Keep an Eye on This Hedge Fund's Holdings

    By Meena Krishnamsetty - May 14, 2013 | Tickers: AIG, AAPL, COF, LYB, URI

    According to its latest 13-F filling with the SEC, Castlerock Asset Management, run by Paul Tanico, has more than 50% of its 13F-attributable assets in basic materials and services stocks. Interestingly, only one of the top five stocks in the equity portfolio falls into this category. But one thing that is consistent with the investing strategy of Castlerock is to invest only in companies with a market cap of more more »

  • Why Whitney Tilson Thinks You Should Buy AIG, Berkshire Hathaway

    By Salvatore "Sam" Mattera - May 14, 2013 | Tickers: AIG, BRK-B, WFC

    In a previous piece, I covered two of Whitney Tilson’s recent picks from last week’s Value Investing Congress (Netflix and Spark Networks). Now, I’ll look at Tilson’s other two picks from that Congress -- AIG (NYSE: AIG) and Berkshire Hathaway (NYSE: BRK-B).

    Not your father’s AIG

    AIG was once a lumbering financial giant, a veritable black box of unknowable risks. In 2008, exposure to toxic credit more »

  • Should You Buy The Companies You Hate?

    By Christopher Drose - May 13, 2013 | Tickers: AIG, BAC, BP, C, CMCSA, GS, HAL, JPM, WFC

    I recently saw a list of the most hated companies in America. A couple of days later a saw a list of the new most popular stocks among hedge funds and AIG (NYSE: AIG) was also at the top of both of the lists. So I decided to look a little more into the most hated companies and how there stocks have performed this year and every stock is up more »

  • Buy AIG or Goldman Sachs Instead of Berkshire

    By Alexander Cho - May 13, 2013 | Tickers: AIG, BRK-A, GS

    AIG (NYSE: AIG) reported a phenomenally strong quarter. The great performance was driven by improving cost management along with the management team’s openness to other investment opportunities. The insurance giant is undervalued and may be able to generate substantial returns going forward.

    Earnings highlights

    AIG, an international insurance company, has reported a decline in earnings the past quarter. In the first quarter of 2012 the company was able to more »

  • Elite Akanthos Capital Fund Bullish On These 5 Stocks

    By Meena Krishnamsetty - May 10, 2013 | Tickers: AIG, CECO, PCLN, RSH, SNDK

    In the following 45 days after the end of the first quarter of the year, institutional investors that exercise investment discretion of over $100 million in capital are required to reveal their long equity positions through 13F SEC filings. One of this investors, Michael Kao, the manager of Akanthos Capital has filed recently his first quarter 13F disclosing his holdings at the end of March 31st.

    Taking a look at more »

  • Technology Stocks Versus Financial Stocks

    By Alexander Cho - May 7, 2013 | Tickers: AIG, AAPL, GS, JPM, MSFT

    When I think of comparing the tech sector to the financial sector it is laughable. It’s like the east versus the west. When you think of Wall Street banks you imagine skyscrapers with a bank logo slapped on top of it. Technology companies bring up images of University campuses with a Collegiate feeling to them. The culture of Wall Street and Silicon Valley are so different it’s more »

  • This Insurance Powerhouse Will Continue Outperforming

    By Andrés Cardenal - May 7, 2013 | Tickers: AIG, ALL, CB, TRV

    American International Group (NYSE: AIG) rose by nearly 5% on Friday after the company announced better than expected earnings figures on Thursday after the close. The stock is up by more than 20% in the last year, but make no mistake, there is still plenty of upside room in this recovering insurance giant.

    After the storm

    AIG made the worst possible kind of bet during the credit bubble; the company more »

  • From 80 Percent To Zero: Is RBS The Next AIG?

    By Alexander MacLennan - May 6, 2013 | Tickers: AIG, AIG-, RBS, RBS

    Followers of the markets over the past few years know the name American International Group (NYSE: AIG) all too well. For its investors, AIG was a painful blow to their portfolios and for taxpayers it showed how the largest financial institutions can demand public funds with the threat of destroying the economy otherwise. Fortunately for every taxpayer, AIG has been able to repay its government loans and even give the more »

  • 3 Stocks In The Insurance And Financial Sector

    By Victor Selva - May 2, 2013 | Tickers: AIG, HIG, MET

    After the last economic crisis, investors have found it hard to trust insurance companies. Some said they were too big to fail, while others, too big to ignore. Either way, we will look into some of the main firms in the industry, American Insurance Group (NYSE: AIG), MetLife (NYSE: MET), and Hartford (NYSE: HIG), and analyze the main pros and cons that they offer for investors.

    A stock in recovery more »

  • Page 1 of 12