VeriSign, Inc.

  • Betting on the Internet

    By Marshall Hargrave - August 7, 2013 | Tickers: GOOG, PCLN, VRSN

    The Internet has been a miraculous growth story over the years and it's only getting bigger. Part of this includes the rising number of websites and domain names, both of which are big positives for VeriSign (NASDAQ: VRSN). A number of billionaires are also betting on the Internet, where Verisign has significant hedge fund backing.

    Billionaire Stephen Mandel of Lone Pine Capital owns 11.9 million shares, which is more »

  • Finding the Fortress Companies the Buffett Way

    By AnnaLisa Kraft - July 8, 2013 | Tickers: KO, VRSN, WDFC

    Finding fortress-like firms for a portfolio is the objective but it's not always easy. Several U.S. firms fit the Buffett bill with low corporate governance risk, yield, and iconic products.

    In the garage, under the sink, and in the toolbox

    The first may be a new name to you as it doesn't get much attention on CNBC or Forbes. It's not a flashy tech or momentum more »

  • Find Value in the Companies “Behind” the Internet

    By Victor Selva - July 7, 2013 | Tickers: AKAM, VCLK, VRSN

    When you access a website, there are typically several services functioning within it. The core website is usually operated by one company, while other third-party firms provide other services for the site such as monetization through advertising, security services or transfer speed optimization. Within these companies “behind” the Internet, ValueClick (NASDAQ: VCLK), Akamai (NASDAQ: AKAM) and VeriSign (NASDAQ: VRSN) stand out for their industry leading positions and growth prospects. Let more »

  • A Quick Look at Berkshire Hathaway’s Big Buys in 1Q13

    By Aubrey Tabuga - June 25, 2013 | Tickers: CBI, LMCA, SIRI, VRSN, WFC

    Trade decisions of huge fund managers such as Berkshire Hathaway always make heads turn. I am turning mine today to the recent moves of this giant firm based on its first quarter 13F filing. The biggest buys include Liberty Capital (NASDAQ: LMCA), Wells Fargo (NYSE: WFC), Chicago Bridge & Iron (NYSE: CBI), and VeriSign (NASDAQ: VRSN). In spite of the significant lag between the filing date and the period concerned, such more »

  • 2 Tech Stocks to Buy and 1 to Avoid as Target Prices Are Lowered

    By Chris Lau - May 15, 2013 | Tickers: GRMN, JDSU, VRSN

    Editor's Note: This article originally mentioned Verisign is only spending $5 million in marketing in 2013. That was incorrect and has been removed. Motley Fool apologizes for the error.

    The consensus analyst decrease in price targets for a number of technology stocks is being ignored by investors. Despite a downward revision in the target price, shares of Garmin (NASDAQ: GRMN), Verisign (NASDAQ: VRSN), and JDS Uniphase (NASDAQ: JDSU) are more »

  • Internet Killed the Newspaper Star

    By David Mercer - March 26, 2013 | Tickers: CSCO, IBM, VRSN | Editor's Choice

    As most of us know, newspapers are dying. The Internet quickly supplanted "old media" and relegated most newspaper companies to life support. Although this was a gradual process, it seems all but a foregone conclusion (paper) newspapers will go the way the dodo.

    This view places me squarely against traditional value investors such as Warren Buffett. Buffett always favored companies with large economic moats. Historically, one prime example was newspapers more »

  • Billionaires Julian Robertson and Stephen Mandel Like These Stocks

    By Meena Krishnamsetty - March 18, 2013 | Tickers: GOOG, KMI, PCLN, QCOM, VRSN

    Six to seven weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter. We compile many of these filings into our database, which allows us to analyze them as a group and develop investment strategies; for example, we have found that the most popular small cap stocks more »

  • Which One of Berkshire's New Additions Should You Buy?

    By Rupert Hargreaves - March 11, 2013 | Tickers: ADM, DE, PCP, VRSN

    In the middle of February, with much fanfare, the newest additions to Berkshire's portfolio were announced. These stocks were immediately bid up after hours, and many investors and fund managers sought to emulate Berkshire's actions in order to make a quick profit.

    Buying into any of these stocks then would have been silly. There was so much fuss around the stocks that they jumped quick, and were bound more »

  • Billionaire Warren Buffett's Big Changes

    By Marshall Hargrave - March 6, 2013 | Tickers: ADM, DTV, GM, JNJ, VRSN

    Billionaire investor and Berkshire Hathaway founder Warren Buffett is a pupil of legendary investor Benjamin Graham. Berkshire is a major conglomerate investing in a number of companies across a number of industries, focused on acquiring great companies at a discount to intrinsic value. Since Buffett is one of the world's top investors, I found it useful to take a look at what Buffett and Berkshire were buying and selling more »

  • Hedge Fund Emerging Sovereign Group’s Newest Stocks for 2013

    By Meena Krishnamsetty - February 7, 2013 | Tickers: CTRP, MJN, MPEL, MDLZ, VRSN

    The beginning of February brought with it the latest 13F filing from J Kevin Kenny Jr., head of hedge fund Emerging Sovereign Group. Kevin Kenny started the fund over ten years ago, seeded by Julian Robertson of Tiger Management fame. He previously earned an MBA from Wharton and spent six years at investment bank Morgan Stanley. Two years ago, Carlyle Group engaged in a 55% purchase of the fund, which more »

  • Hedge Funds Are Buying These Stocks

    By Meena Krishnamsetty - December 12, 2012 | Tickers: DLTR, NXST, RFP, UTIW, VRSN

    We like to track 13D and 13G filings from hedge funds because, while they only discuss how a fund or other notable investor is trading one stock, they are generally very recent and complement quarterly 13F filings very well. Investors cannot buy every stock that fund managers report buying, but reviewing recent buys might be useful in generating ideas or just seeing what hedge funds think about the markets. Here more »

  • Point State Capital Just Upped Its Stake in this Tech Company

    By Meena Krishnamsetty - December 11, 2012 | Tickers: AKAM, EQIX, RHT, VRSN, YNDX

    Verisign (NASDAQ: VRSN) saw Point State Capital increase its stake by over 150% per a 13G filing with the SEC last week. Point State now owns over 4.6 million shares, or about 3% of Verisign’s outstanding shares. This is a slight pivot from the third quarter when Point State sold off 33% of its Verisign shares. Sean Cullinan founded Point State in 2010 with six former Duquesne Capital more »

  • Noteworthy Upgrades for the Week That Could Indicate Further Gains

    By Brian Nichols - December 8, 2012 | Tickers: DELL, SCCO, TIVO, VRSN

    For large cap technology and financial companies, upgrades occur in the blink of an eye, and have little effect during day-to-day trading. However, for smaller companies with less coverage, sometimes an upgrade can send the stock higher. Or in some cases it can completely flip the trend if the stock had been falling lower. With that being said I am looking at four noteworthy upgrades that might have merit and more »

  • Should You Buy This Authoritative Registry Operator?

    By Anh HOANG - December 5, 2012 | Tickers: INOD, SYMC, TCX, VRSN

    Do you want to own a piece of a major Internet registry operator that has the right to deliver .com and .net domains for website owners? Many investors might think now is the time to accumulate shares of VeriSign (NASDAQ: VRSN) because it has experienced a significant plunge from more than $49 per share in October to only $34.15 currently. Being investors, what should be our course of action more »

  • Is this a Buying Opportunity for These 3 Stocks ?

    By Federico Zaldua - November 27, 2012 | Tickers: AIG, ORCL, VRSN

    One of the best ways to get stock ideas is by tracking hedge funds holdings. I focus on value oriented portfolio managers with research intensive investment methodologies and a long term focus. As explained in Warren Trades,  I keep an eye on stocks that several managers recently bought or added to their portfolios, trying to understand the whole investment thesis they used to buy each stock. In this article I more »

  • 5 New Picks Made by This Billionaire Last Quarter

    By Meena Krishnamsetty - November 24, 2012 | Tickers: DNKN, JBHT, SLB, TRIP, VRSN

    Billionaire and Tiger Cub Stephen Mandel, with nearly $17 billion of assets under management, left his mentor Julian Robertson in 1997 to launch Lone Pine Capital. Hedge funds and other notable investors required to report their long holdings to the SEC do so quarterly with 13F filings. The most recent third quarter 13F for Mandel’s Lone Pine showed a number of shakeups in its portfolio. We have identified Mandel more »

  • Billionaire Julian Robertson’s 5 Favorite Mid Cap Stocks

    By Meena Krishnamsetty - November 22, 2012 | Tickers: CVC, CHTR, OCN, TRIP, VRSN

    Legendary investor Julian Robertson of Tiger Management retired some time ago, but his enormous success running the fund- not to mention his ability to produce several successful “Tiger Cub” managers to carry on his legacy- makes him a good investor to follow. We have already processed Robertson’s 13F filing for the third quarter, a document which discloses many of his long equity positions as of the end of September more »

  • Is This Company ‘Disruptive’ Enough to Make You Money?

    By Meena Krishnamsetty - November 13, 2012 | Tickers: AKAM, EQIX, RHT, VRSN, YNDX

    At the 2012 Invest for Kids conference, Lone Pine Capital's Steven Mandel gave an investment pitch on one of his new favorite stocks, Verisign (NASDAQ: VRSN). Mandel's Verisign pitch is centered around his investing outlook: "technological change makes winners and losers, and the Internet is the most disruptive force in the space."

    This thesis is exhibited by Lone Pine's three largest 2Q 13F holdings - Apple, Google and more »

  • 5 Stocks Hated by Hedge Funds Last Week

    By Meena Krishnamsetty - November 7, 2012 | Tickers: FLR, HMSY, PBI, RVBD, VRSN

    We have identified five stocks that had absolutely horrible days last week. Assuming the funds we track have not changed their holdings since the end of June, there were key funds that lost big money on these price drops. The first company on our list is HMS Holdings (NASDAQ: HMSY).

    The company was down over 23% on Friday, October 26th—around $6.30—after missing quarterly estimates and offering lower more »

  • Valiant Capital Likes Apple and Google

    By Meena Krishnamsetty - November 2, 2012 | Tickers: AAPL, GOOG, LBTYK, PCLN, VRSN

    In late October Christopher Hansen’s Valiant Capital filed its 13F for the third quarter of 2012, which disclosed many of the fund’s long equity positions as of the end of September. Hansen had previously been a managing director at Blue Ridge Capital, which is managed by Tiger Cub John Griffin. Even though the fund was founded in March 2008- not long ago, and also a poor time in more »

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