Author Archive - javier-hasse

Caterpillar Inc. (CAT), The Coca-Cola Company (KO), Canadian National Railway (USA) (CNI): 3 Safe Picks From Bill Gates’ Foundation Trust

Cascade Investments
Bill & Melinda Gates Foundation Trust is a non-operating private foundation that works to help people lead healthy, productive lives. Its equity portfolio......(read more)

OMNOVA Solutions Inc. (OMN): Mario Gabelli Seems To Love This Specialty Chemicals Company, Almost Doubles His Stake Amid Low Stock Prices

Mario Gabelli
Mario Gabelli’s GAMCO Investors disclosed on Tuesday a steep increase in its exposure to OMNOVA Solutions Inc. (NYSE:OMN). This $398 million market......(read more)

Wells Fargo & Co (WFC), The Bank of New York Mellon Corporation (BK), Vipshop Holdings Ltd – ADR (VIPS): Horseman Capital Management’s Biggest Bets

Vipshop Holdings Ltd
John Horseman’s Horseman Capital Management is also amongst those hedge funds that are obliged to disclose their equity holdings for the end of the......(read more)

Biglari Holdings Inc (BH) Welcomes Daniel S. Och: OZ Management is Now One of the Largest Shareholders

Och-Ziff Capital Management
Daniel S. Och’s OZ Management disclosed last Monday a new position in Biglari Holdings Inc (NYSE:BH), a $626 million market cap holding company engaged......(read more)

VCA Inc (WOOF): Larry Robbins’ Glenview Capital Bets on Veterinary Services, Increases Stake by 45%

GLENVIEW CAPITAL
Larry Robbins’ Glenview Capital recently disclosed a marked increase in its stake in VCA Inc (NASDAQ:WOOF), a $3.4 billion market cap provider of veterinary......(read more)

Wausau Paper Corp. (WPP): Lioneye Capital Management Takes Advantage of Relatively Low Stock Prices and Acquires More Than 800K Shares

Wausau Paper Corp.(NYSE:WPP)
Stephen V. Raneri’s hedge fund, Lioneye Capital Management, disclosed a 30% increase in its stake in Wausau Paper Corp, . (NYSE:WPP). After the purchase......(read more)

Rockwood Holdings Inc (ROC): Daniel S. Och’s OZ Management Trims Exposure to 3.5%

Och-Ziff Capital Management
Daniel S. Och’s OZ Management disclosed last week that it had reduced its exposure to Rockwood Holdings, Inc. (NYSE:ROC) by 42%. The fund declared......(read more)

Enphase Energy Inc (ENPH): Dan Loeb’s Third Point LLC Sells 1.2 Mln Shares

Third Point
Activist investor Dan Loeb once again makes the news, as his hedge fund Third Point LLC trimmed its exposure to Enphase Energy Inc (NASDAQ:ENPH) by 16......(read more)

Sothebys (BID): Richard McGuire’s Marcato Capital Management Increases Exposure by 41%

Mick McGuire
A few days ago, Richard Mcguire’s Marcato Capital Management disclosed – in a filing with the SEC – a 41% increase in its stake in Sothebys......(read more)

Actavis plc (ACT), Time Warner Inc (TWX), Canadian Pacific Railway Limited (USA) (CP): Billionaire Daniel Och’s Top Picks

Och-Ziff Capital Management
Daniel S. Och’s OZ Management is among the investment management firms required to disclose their long equity positions once per quarter. Recently,......(read more)

PepsiCo Inc. (PEP), Mondelez International Inc (MDLZ), GNC Holdings Inc (GNC): Nelson Peltz’s Latest Moves

TRIAN PARTNERS
As we continue to analyze major hedge funds’ 13F filings, we came across an interesting portfolio: that of Trian Fund Management. The hedge fund managed......(read more)

Icahn Enterprises LP (IEP), eBay Inc (EBAY), Netflix Inc. (NFLX), Gannett Co. Inc. (GCI): Carl Icahn’s Recent Portfolio Activity

Carl Icahn - Icahn Capital Lp
Legendary corporate raider Carl Icahn recently filed his second quarter Form 13F with the SEC. In this document, the investor disclosed most of his long......(read more)

DIRECTV (DTV), American Express Company (AXP), Viacom Inc. (VIA), Wells Fargo & Co (WFC): Mario Gabelli and Warren Buffet Love These Stocks

Mario Gabelli
Mario Gabelli’s GAMCO Investors is also amongst those hedge funds that filed their Form 13Fs recently. The fund disclosed a highly diversified equity......(read more)

Apple Inc. (AAPL), Facebook Inc (FB), Activision Blizzard Inc. (ATVI): Billionaire Israel Englander’s Top Tech Stock Picks

Millennium Management, Catapult Capital Management
As we continue to analyze the latest 13F filings for some of the major hedge funds in the U.S., I would like to take a look at Israel Englander’s Millennium......(read more)

Walgreen Company (WAG), llumina Inc. (ILMN), Valeant Pharmaceuticals Intl Inc (VRX): Billionaire Andreas Halvorsen’s Top Stock Picks

Andreas Halvorsen
Andreas Halvorsen’s Viking Global recently disclosed its long equity positions for the second quarter of 2014. The fund declared holdings worth more......(read more)

Cognizant Technology Solutions Corp (CTSH), Titan International Inc. (TWI), Salix Pharmaceuticals Ltd. (SLXP) Among Stocks Hedge Funds Are Bullish On

Hedge Fund Managers
Amidst the 13F filing season, several hedge funds have also been filing Schedule 13G forms, disclosing changes that took place after June 30, 2014, in......(read more)

Dollar General Corp. (DG), Twenty-First Century Fox (FOXA), Vipshop Holdings Ltd – ADR (VIPS): Billionaires Chase Coleman and Feroz Dewan Love These Stocks

TIGER GLOBAL MANAGEMENT LLC
As we reported last month, Tiger Global Management’s* star hedge fund Tiger Global, managed by Feroz Dewan, returned 6.1% in June, and more than 15......(read more)

Apple Inc. (AAPL), Google Inc (GOOG), Facebook Inc (FB): Billionaire David Tepper’s Top Technology Picks for Q2

APPALOOSA MANAGEMENT LP
According to an article published on Insider Monkey a couple of months ago, David Tepper of Appaloosa Management Lp, Larry Robbins of Glenview Capital......(read more)

Oil States International Inc. (OIS), CONN’S Inc. (CONN), Civeo Corp (CVEO): David Einhorn’s Top Small-Cap Picks for Q2

David Einhorn
Our research has shown that the most popular small-cap stock picks ($1 billion – $5 billion market cap) amongst hedge funds have historically outperformed......(read more)

Apple Inc. (AAPL), American Express Company (AXP), Johnson & Johnson (JNJ): Ken Fisher Loves Mega-Caps

Ken Fisher - FISHER ASSET MANAGEMENT
Ken Fisher’s Fisher Asset Management filed a few weeks ago its Form 13F for the second quarter of 2014. The fund declared holding more than $47.5 billion......(read more)

Tesla Motors Inc (TSLA), Twitter Inc (TWTR), Apple Inc. (AAPL), Facebook Inc (FB), Google Inc (GOOG): Andor Capital Management Loves Tech Stocks

Tesla Motors Inc (NASDAQ:TSLA)
Daniel Benton‘s Andor Capital Management recently disclosed its Form 13F for the second quarter of 2014. The fund has an equity portfolio of more......(read more)

Netflix Inc. (NFLX), Citigroup Inc (C), Google Inc (GOOG) Are Top New Picks in Tiger Management’s 13F

TIGER MANAGEMENT
Julian Robertson, a legend among hedge fund managers, stopped managing money for his clients more than 10 years ago. However, his fund Tiger Management......(read more)

Baker Hughes Incorporated (BHI), Whiting Petroleum Corp (WLL), Valeant Pharmaceuticals Intl Inc (VRX): Steven Cohen’s Point72 Loves These Stocks

SAC CAPITAL ADVISORS
As previously reported, Billionaire Steven Cohen earlier this year shut down his fund SAC Capital Advisors and opened Point72 Asset Management, a fund......(read more)

Apple Inc. (AAPL), Micron Technology Inc (MU), Marvell Technology Group Ltd (MRVL): David Einhorn’s Greenlight Capital’s Top Second Quarter Picks

David Einhorn
Another major hedge fund that just recently disclosed its long equity positions for the second quarter of 2014 is David Einhorn’s Greenlight Capital......(read more)

Apple Inc. (AAPL), KKR & Co. L.P. (KKR), Navient Corp (NAVI): Leon Cooperman’s Top New Stock Picks

OMEGA ADVISORS
Leon Cooperman of Omega Advisors is one of the best-known investors nowadays, and tracking his stock picks could provide us with great investment ideas......(read more)
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 44 percentage points in 21 months Learn how!

Lists

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top Businesses to Invest In

Top 5 Things You Might Be Doing Wrong With Your Business

Top 5 Strategic Technology Trends in 2014

Top Rags to Riches Stories

Parenting Behavior That Promotes Future Leaders

Top 5 Mistakes Made by Small Businesses

Top 5 Most Common and Potentially Devastating Financial Blunders

Top 5 Highest Paying Jobs for Web Designers

Top 6 Most Respected Professions that Also Pay Well

Top 5 Pitfalls Investors Should Avoid

Top 6 Lawyers and Policy Makers Under 30

Top 6 New Year’s Resolutions for Entrepreneurs

Top 7 Locations to Check in on Facebook

Top 5 Mistakes made by Rookie eBay Sellers

Top 7 eBook Publishers in 2013

Top 6 Health Industry Trends in 2014

5 Lessons for Entrepreneurs from Seth Godin

Top 5 Success Tips from Jordan Belfort – the Wolf of Wall Street

Best Master’s in Finance Degree Programs

Top 6 Earning Celebrities Over 50

The most expensive sports to play

Top 7 Earning Celebrities Under 25

Best 7 Online Courses to Take: Free Finance MOOCs

Top 6 Bad Habits that Promote Failure

20 Most Valuable Soccer Teams in the World in 2013

12 Most Expensive Countries for Foreign Students

Top 30 Most Influential Women in the World

Top 20 Most Expensive New Year Eve Shows

Top 5 Best Vocational Careers

Top 10 Jobs for 2014 by Salary Gain (Predictions)

Top 5 Digital Trends for 2014

Top 6 Things You Can Do To Increase Your Productivity

Top 9 Trending Smartphones in 2013

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!