• Investing in Insurance Advisory Can Help Your Portfolio Improve

    By Madhukar Dubey - August 5, 2013 | Tickers: AON, MMC, WSH

    According to MarketLine, the global insurance sector is expected to grow at a CAGR of 7.8% from 2010-2015, which will drive the market value to $59.4 billion by 2015 compared to $40.8 billion in 2010. With the recovering U.S. economy, the growth of insurance brokers is expected to remain stable, reporting mid-single digit revenue growth, and improved margins, this year. Let’s see how these insurance more »

  • Value Investors First Pacific Advisors: What’s It Bullish On?

    By Meena Krishnamsetty - May 28, 2013 | Tickers: AON, COV, CVS

    Hedge funds are required to file 13F forms with the Securities and Exchange Commission after the end of each calendar quarter. One of the funds we track is First Pacific Advisors, managed by Robert Rodriguez and Steven Romick. We will review the five largest equity holdings of First Pacific, via its first quarter 13F. The original filing can be found here, and it’s important to note that piggybackers can more »

  • Don’t Imitate the Insider Purchase of This Financial Stock

    By Meena Krishnamsetty - March 29, 2013 | Tickers: ACN, AON, BAH, MMC, WSH

    Lloyd Yates, a member of Marsh & McLennan's (NYSE: MMC) Board of Directors, purchased 4,000 shares of the stock on March 22 at an average price of $37.32 per share, according to a filing with the SEC. Marsh & McLennan provides insurance and consulting services, and has a market capitalization of over $20 billion.

    We track insider purchases because it generally doesn’t make economic sense for insiders to more »

  • Why these Large-Cap Stocks Need to be Bought Right Now

    By Shweta Dubey - March 20, 2013 | Tickers: AGN, AME, AON

    As the market pushes towards new highs, it’s time to look for large-cap stocks with solid fundamentals. With a better established business presence, these companies are less prone to uncertainties. Though their business growth rate may not be too high, that is offset by their stability in profits. These stocks are beneficial for those investors who are unwilling to take high levels of risk, and also to those who more »

  • Can This Upstart Compete With the Benefits Giants?

    By Robert Hanley - March 14, 2013 | Tickers: AON, ADP, WAGE

    Companies both large and small continue to struggle with rising health care and compliance costs, which was only exacerbated by the passage of federal health care reform in 2010. In response, they have increasingly outsourced the design and administration of benefits packages to third parties, while encouraging their employees to use tax-advantaged spending accounts. The shift has benefited companies like WageWorks (NYSE: WAGE), a leading provider of consumer-directed benefit (CDB more »

  • High Margins and a Nice Cash Stockpile

    By Mike Thiessen - March 11, 2013 | Tickers: ACTG, AON, OTP, RPXC

    San Francisco-based RPX Corporation (NASDAQ: RPXC) recently announced fourth-quarter 2012 earnings that exceeded most analysts’ expectations and hinted at a period of potential growth for the small patent-protection firm. The company’s profits and revenues both grew at a healthy clip. While its gross margin decreased by a moderate amount, both its operating margins and net margins exhibited encouraging growth.

    Even more importantly, the company is sitting on a massive more »

  • This Sporting Stock is a Winning Play

    By Nicholas Kitonyi - February 26, 2013 | Tickers: AON, MANU, NKE

    Manchester United (NYSE: MANU) is one of the most popular teams across the globe. Some argue that it has the largest following in the world, and I don't really doubt that statement. I am sure that it is the world’s most valuable sporting company with an enterprise value estimated at about $3.56 billion. Only the Yankees come close to it, at about $1.85 billion.

    However, Manchester more »

  • Hedge Fund Manager Kris Kristynik’s Favorite Investments for 2013

    By Meena Krishnamsetty - February 25, 2013 | Tickers: AON, CPB, RKT, TRV, WMT

    In the investing world, hedge fund sentiment is an underrated indicator that really can help retail investors beat the market. While the entire industry itself is comprised of thousands of hedge funds, we at Insider Monkey choose to track the top 450 or so—the smart money’s crème de la crème. We recently teamed up with MarketWatch to create the Billionaire Hedge Fund Index, and our small-cap strategy gained more »

  • Corsair Capital Management’s Latest Heavyweight Plays

    By Meena Krishnamsetty - January 18, 2013 | Tickers: AON, DGI, GSM, IPHS, IDCC

    Eleven years after its inception, Corsair Capital Management has grown into a half-a-billion dollar hedge fund, best known for sniffing out value-driven investments in public equities. Managed by Jay Petschek and Steven Major, the fund keeps a well-diversified portfolio of names that the average investor may not see on his radar amongst the tech and financial giants. Deep-value and distressed plays are the bread and butter of Corsair, and they more »

  • Hedge Fund Manager Boykin Curry’s Top Stock Picks

    By Meena Krishnamsetty - January 12, 2013 | Tickers: AON, BRK-B, CMCSA, LBTYK, WMT

    Revenel Boykin Curry III founded Eagle Capital Management in 1988; the fund is now managed by his son, Boykin Curry IV. Boykin Curry IV had previously managed a portfolio at Kingdon Capital before taking over Eagle around the turn of the millennium; he is a graduate of Yale and of Harvard Business School. Eagle looks for a combination of two things when it invests: a reasonable price for the current more »

  • A Few Top Stock Picks From This Multi-Billion Dollar Fund

    By Meena Krishnamsetty - January 6, 2013 | Tickers: AON, CHK, DTV, FDX, L

    Mason Hawkins founded Southeastern Asset Management in 1975 and tends to invest for the long-term, not worried by the interim ups and downs of the markets. His firm remains employee-owned and manages roughly $32 billion in assets. In reviewing Southeastern’s most recent 13F – which reveals the majority of the firm’s publicly traded equity holdings – we have outlined its top five stock picks (check out the rest of Southeastern more »

  • Accenture:Best of the best

    By Suprateek Pande - January 3, 2013 | Tickers: ACN, AON, DELL, HPQ, IBM, MMC, TW, XRX

    Accenture  plc(NYSE: ACN) is the best of the best of consulting(IT) firms.Previously it was compared with the IT/BPO Services of Hewlett Packard(NYSE: HPQ),Dell Inc(NASDAQ: DELL) and Xerox Corporation(NYSE: XRX) and we found that Accenture simply outclassed HP,Dell,Xerox Services.On compared with the companies like International Business Machines(NYSE: IBM),Aon Corporation(NYSE: AON),Towers Watson(NYSE: TW) and Marsh & Mclennan more »

  • The Good, the Bad and the Ugly

    By Andrés Cardenal - November 14, 2012 | Tickers: AON, GM, GOOG, MANU, NKE | Editor's Choice

    For those of us who understand the passion involved in football –  called soccer in the US –  Manchester United (NYSE: MANU) sounds like a unique opportunity to invest in one of the most powerful teams on the planet, with a tremendous brand power and millions of followers on a global scale. Digging below the surface, however, the economics of an investment in United don't seem very exciting, and the management more »

  • First Pacific Advisors’ Top Stock Picks

    By Meena Krishnamsetty - November 13, 2012 | Tickers: AON, COV, CVS, ESV, WDC

    First Pacific Advisors, a large investment fund managed by Robert Rodriguez and Steven Romick, recently filed its 13F with the SEC. This document disclosed many of the fund’s long equity positions as of the end of September and allows investors the opportunity to use its picks as a jumping-off point for further analysis or to try to see what the investment team is thinking about the markets. Below we more »

  • $10 Billion Hedge Fund’s Top Stock Picks (Part I)

    By Meena Krishnamsetty - June 1, 2012 | Tickers: AON, CMCSA, LBTYK, MSFT, WMT

    Boykin Curry’s Eagle Capital Management, not to be confused with Eagle Value Partners, has generated a cumulative return of 2,031% since its inception, while S&P 500 and Russell 1000 returned 634% and 687%, respectively, during the same time period. Curry’s strategy is value-based and long-term focused.

    Microsoft (NASDAQ: MSFT) is seriously late to the mobile phone game but gets brownie points for giving it all it more »

  • $4 Billion Value Investor’s Top Stock Picks

    By Meena Krishnamsetty - March 7, 2012 | Tickers: AON, C, GOOG, MSFT, WFC

    When Wallace Weitz was 12, he became an investor, putting earnings from several entrepreneurial ventures to work. He became a value investor after reading Benjamin Graham’s Security Analysis in high school. Prior to founding his own investment firm, Weitz spent ten years working as an analyst and portfolio manager at Chiles Heider & Co. In 1983, he launched Wallace R. Weitz & Co., which today has approximately $4 billion AUM. In more »

  • 5 Dirt Cheap Stocks for the Next 2 Years

    By Meena Krishnamsetty - February 8, 2012 | Tickers: AON, CHK, DELL, DTV, L

    Mason Hawkins’ Southeastern Asset Management just released its 2011 year-end investor letter. The firm writes: “After delivering strong returns in 2009 and 2010, we are disappointed to report weak results for 2011.”  In the past year, Southeastern Asset Management’s Partners Fund lost 2.85%. Its Small-Cap Fund gained 2.11%, while its International Fund was down 20.29%. Don’t be fooled by these poor returns though. Mason Hawkins more »