WABCO Holdings Inc.

Hedge Fund Adage Capital Management’s Small Cap Picks

By Meena Krishnamsetty - April 19, 2013 | Tickers: AWI, PLCE, FTR, MDVN, WBC

The most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year, according to our research on 13F filings. We think that this is because small cap stocks, which we define as those between $1 billion and $5 billion in market capitalization, receive less attention from large institutional investors such as mutual funds and so are more likely to more »
Tiger Cub John Griffin’s Small Cap Picks

By Meena Krishnamsetty - April 19, 2013 | Tickers: CFX, OC, BSMX, WBC, YOKU

The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to our research on 13F filings. We think that this is because institutional investors and the financial media pay less attention to smaller cap stocks, so hedge fund research teams are more likely to uncover an undervalued (or overvalued more »
Hedge Fund Adage Capital Management’s Small Cap Picks

By Meena Krishnamsetty - April 16, 2013 | Tickers: AWI, PLCE, FTR, MDVN, WBC

The most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year, according to our research on 13F filings (learn more about hedge funds' small cap picks). We think that this is because small cap stocks, which we define as those between $1 billion and $5 billion in market capitalization, receive less attention from large institutional investors such as more »
Tiger Cub John Griffin’s Small Cap Picks

By Meena Krishnamsetty - April 16, 2013 | Tickers: CFX, OC, BSMX, WBC, YOKU

The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to our research on 13F filings. We think that this is because institutional investors and the financial media pay less attention to smaller cap stocks, and so hedge fund research teams are more likely to uncover an undervalued (or more »
Investment Insights from Warren Buffett’s Big Buys

By Aubrey Tabuga - February 19, 2013 | Tickers: ADM, DVA, GM, WBC, WFC

This article looks into the fourth quarter big buys of Warren Buffett’s Berkshire Hathaway. Mr. Buffett needs no introduction, and every move he makes is considered with the highest regard. In the fourth quarter, Berkshire Hathaway had $75.3 billion assets under management. Its big buys were Wells Fargo & Company (NYSE: WFC), DaVita Inc. (NYSE: DVA), General Motors Company (NYSE: GM), WABCO Holdings Inc. (NYSE: WBC), and Archer Daniels more »
$6 Billion Blue Ridge Capital’s Top Small-Cap Holdings

By Meena Krishnamsetty - February 5, 2013 | Tickers: CFX, MLM, OC, WBC, YOKU

Hedge funds have been known to seek alpha in small- and mid-cap stocks, as their pricing is often less efficient due to poor coverage by analysts and the media. This arbitrage can be significant with lower-valuation stocks, oftentimes leading to considerable winnings by the funds that have done their due diligence. Based upon our analysis of many hedge funds’ small-cap holdings, we’ve compiled an impressive-performing list of stocks valued more »
Will These Stocks Keep Your Portfolio Purring Along?

By Chris Hodge - December 11, 2012 | Tickers: DAN, GNTX, TEN, WBC

Auto parts aren't sexy. No matter how great a car looks and runs, or how much it appeals to the opposite sex, the parts inside the car won't excite most people. However, the stocks of companies that produce those parts may supercharge your returns, and tangible results get respect. Will these stocks make your portfolio hum along like a well-oiled machine, or will we likely be finding them more »
Analyzing Warren Buffett's New Buys

By Gayatri Sharma - December 10, 2012 | Tickers: DE, MEG, PCP, WBC

Warren Buffett is well known for his value buys. He buys companies which are trading at valuations significantly lower than their intrinsic values and holds them for long term. I scanned Berkshire Hathaway’s latest 13F filing for the stocks where Buffett recently initiated new positions. There were four new names in the list Media General (NYSE: MEG), Deere and Company (NYSE: DE), Wabco (NYSE: WBC) and Precision Castparts (NYSE: PCP more »)
10 Auto Stocks the Hedge Fund Industry Adores

By Meena Krishnamsetty - December 3, 2012 | Tickers: F, GM, OSK, TSLA, WBC

After identifying the most popular stocks among hedge funds (see our top 10 here) according to their third quarter 13F filings, we have decided to break down the top ten stocks that hedge funds love in the auto industry. Rising prosperity in various emerging countries, including China, looks set to boost overall auto demand in the coming years. Also fueling growth is the pent up demand due to a high more »
This Billionaire is ‘Hot and Heavy’ Over These Stocks

By Meena Krishnamsetty - December 3, 2012 | Tickers: BEAV, CFX, OII, TSCO, WBC

Billionaire Stephen Mandel, founder of Lone Pine Capital, is one of the most notable tiger cubs. Mandel left Julian Robertson and Tiger Management in 1997 to start Lone Pine. Mandel's firm currently manages around $20 billion, utilizing a strategy that includes a long-only focus with a particular interest in disruptive technologies. In looking over Lone Pine’s recent 13F filing we found it particularly interesting that Mandel has made more »
What’s On the Menu for Buffett – Innovation, Technology, and Expansion

By Shweta Dubey - November 20, 2012 | Tickers: DE, JNJ, PG, WBC

The recent regulatory 13F filing of Berkshire Hathaway reveals that Warren Buffett has increased his holdings in Wabco and Deere & Co, while cutting his stake in Procter & Gamble and Johnson & Johnson. Berkshire cut down on P&G because of P&G's management’s incapability to come up with new strategic decisions to improve the company’s profitability. J&J was cut down because of its slowing dividend growth. Also more »
Three of Warren Buffett's New Buys

By Anh HOANG - November 16, 2012 | Tickers: BRK-B, BRK-A, DE, PCP, WBC

All investors would like to achieve a great investment record like Warren Buffett. That is why we love to follow his speeches, his teachings, and his ideas. It would be quite useful for us to closely follow the movement of Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) in the stock market. Recently, Berkshire Hathaway revealed its three newest investments: Deere & Company (NYSE: DE), Wabco Holdings (NYSE: WBC), and Precision Castparts (NYSE: PCP more »)