Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Author Archive - Pablo Erbar

Jeff Smith

Yahoo! Inc. (YHOO), Staples, Inc. (SPLS), and AOL, Inc. (AOL) Among Activist Jeff Smith’s Worst Performing Picks in Q1

Jeffrey Smith’s Starboard Value LP had a solid first quarter, with its 16 long positions in stocks with a market cap above $1.0 billion delivering weighted......(read more)
Apple, is AAPL a good stock to buy, United Kingdom, members of Parliament, iPad Air 2, House of Commons,

Apple Inc. (AAPL), Google Inc (GOOG), Ligand Pharmaceuticals Inc. (LGND): Blue Clay Capital’s Picks Destroyed Index Funds

Adam Wright and Gary Kohler’s Blue Clay Capital performed much better than Index Funds in the first quarter, as its 27 long positions in stocks with......(read more)
BLUE RIDGE CAPITAL

Billionaire John Griffin’s Five Picks That Killed the Market This Quarter

John Griffin’s Blue Ridge Capital had a great start to the year, as its 45 long positions in stocks with a market cap above $1.0 billion returned 6.......(read more)
PAULSON & CO

Billionaire Paulson’s Picks Killed the Market in Q1: Healthcare Stocks Pave the Road to Success

John Paulson’s Paulson & Co had a great first quarter, achieving an average return of 5.6% from its 52 long positions in stocks with a market cap......(read more)
TIGER GLOBAL Investor Letter

Alibaba Group Holding (BABA): Among the Stocks That Dragged Down the Returns of Billionaire Chase Coleman’s Tiger Global Q1

Chase Coleman’s Tiger Global Management failed to beat the market this quarter, as its 52 long positions in stocks with a market cap above the $1.0......(read more)
Metaldyne

Metaldyne Performance Group Inc (MPG): Levin Capital’s Latest Move and its Top Three Picks

John A. Levin’s Levin Capital Strategies has acquired 1.23 million shares of Metaldyne Performance Group Inc (NYSE:MPG) and according to a 13G Form......(read more)
Alexander Seaver Stadium Capital

Insperity Inc (NSP): Stadium Capital Keeps Selling, Plus Two New Picks

Alexander M. Seaver’s Stadium Capital Management trimmed its stake in Insperity Inc (NYSE:NSP) yet again this month, selling off 288,400 shares in two......(read more)
BRIDGEWATER ASSOCIATES

ENSCO (ESV); United States Steel Corporation (X); Denbury Resources (DNR): Ray Dalio’s Small-Cap Picks

In the following article, we will take a closer look at three small-cap stock picks found in the equity portfolio of Ray Dalio’s Bridgewater Associates......(read more)
ctrip.com

Ctrip.com International (CTRP): JAT Capital’s Bullish Stance Starts to Pay Off as Shares Soar

John Thaler’s JAT Capital Management received goods news today, as one of its top picks from the last quarter began to show strong positive signs. Ctrip......(read more)
Juno Therapeutics

JUNO Therapeutics Inc (JUNO); Coherus Biosciences Inc (CHRS), Stemline Therapeutics Inc (STML): VCHP’s Bullish Sentiment Pays Off

Juno Therapeutics Inc (NASDAQ:JUNO) is up by 15% as of Thursday afternoon, following the release of its first-ever earnings report since its IPO. The......(read more)
fortinet

Fortinet (FTNT), Check Point Software (CHKP), Palo Alto Networks (PANW): What Hedge Funds Think of IT Security Stocks

Over the past few years, numerous U.S. firms reported breaches to their cybersecurity, including high profile cases, such as the recent attack carried......(read more)
Covidien plc (NYSE:COV)

Tekmira Pharmaceuticals Corp (TKMR): QVT Financial’s New Holding and Two Other Healthcare Picks

Daniel Gold’s QVT Financial has disclosed a new stake in Tekmira Pharmaceuticals Corp (NASDAQ:TKMR). According to the 13D Form filed with the U.S......(read more)
YORK CAPITAL MANAGEMENT

American Airlines Group (AAL), DISH Network (DISH), Actavis (ACT): Billionaire James Dinan’s Long-Term Picks

Tracking the activity of hedge funds is a great way to identify profitable investments that will help you beat the market, especially when it comes to......(read more)
David Tepper

General Motors, HCA Holdings, Whirlpool Corporation: Billionaire David Tepper’s Long-Term Picks

Last month, David Tepper’s Appaloosa Management LP disclosed its equity portfolio for the fourth quarter in a 13F Form filed with the U.S. Securities......(read more)
CITADEL INVESTMENT GROUP

CONN’S, Inc. (CONN): A Soaring Stock and Two Other Specialty Retailers Billionaires Love

Ken Griffin’s Citadel Investment Group recently increased its stake in CONN’S, Inc. (NASDAQ:CONN) by 1.74 million shares. As revealed in a 13G Form......(read more)
George Soros, Soros Fund Management

Alibaba Group Holding (BABA), Teva Pharmaceutical Industries (TEVA): George Soros and Billionaires Are Crazy About These Stocks

Tracking the activity of billionaire hedge fund managers is a great way to identify profitable investments that will help you beat the market. Here at......(read more)
William Martin Raging Capital Management

1-800-Flowers.Com Inc (FLWS): Raging Capital Exits Position; See Fund’s Top New Picks

William C. Martin’s Raging Capital Management sold out its entire stake in 1-800-Flowers.Com Inc (NASDAQ:FLWS) at the end of February. As revealed by......(read more)
Whiting Petroleum Corp (NYSE:WLL)

Lucas Capital Made Timely Bets on Whiting Petroleum Corp; See Its Other Energy Bets

Russell Lucas’ Lucas Capital Management is bound to profit greatly from its stake in Whiting Petroleum Corp (NYSE:WLL), one of its top picks at the......(read more)
SAC CAPITAL ADVISORS

Facebook (FB), General Motors Company (GM), EMC Corporation (EMC): Stay Away from Billionaire Steve Cohen’s Large Cap Stock Picks

By analyzing historical 13F filings of hedge funds, we are able to gain better understanding of how their stock picks performed in the past. As revealed......(read more)
Pfizer Inc. (NYSE:PFE)

Hedge Funds Are Crazy About These Five Dow Jones Dividend Leaders

  Tracking the activity of hedge funds is a great way to identify profitable investments that will help you beat the market. Hence, here at Insider......(read more)
10 Most Durable Cell Phones

5 Most Unpopular Dow Stocks Among Hedge Funds

As of the close of trading on March 4, the Dow Jones Industrial Average had gained 1.54% year-to-date. Although all of the companies listed in this stock......(read more)
Air Transport Services Group Inc. (NASDAQ:ATSG)

Air Transport Services Group (ATSG) Among Red Mountain Capital’s Top Picks for Q4

Willem Mesdag’s Red Mountain Capital disclosed its equity portfolio as of December 31st in its latest 13F filing. According to the filing submitted......(read more)
Jeff Smith

Tessera Technologies, Inc. (TSRA): Starboard Value Reduces Position and Reveals Top 3 New Picks

Jeffrey Smith’s Starboard Value LP reduced its exposure to Tessera Technologies, Inc. (NASDAQ:TSRA) by 575,000 shares according to a filing revealed......(read more)

Nexpoint Credit Strategies Fund (NHF): Highland Capital Takes a Bullish Stance with Latest Move; See Fund’s Other Top Picks

James Dondero’s Highland Capital recently increased its stake in Nexpoint Credit Strategies Fund (NYSE:NHF) by 2.87 million shares. Following this latest......(read more)
Avalanche Biotechnologies Inc (NASDAQ:AAVL)

Juno Therapeutics Inc (JUNO), Anacor Pharmaceuticals Inc (ANAC): VHCP Management’s Top 3 Biotech Picks

Andres Hove and Bong Koh’s VHCP Management revealed its top 3 biotech picks heading into 2015, in a 13F Form filed with the U.S. Securities and Exchange......(read more)
Gilead Sciences, Inc. (NASDAQ:GILD)

Gilead Sciences (GILD), AstraZeneca (AZN), Bellicum Pharmaceuticals (BLCM): Redmile Group’s Top New Picks

Jeremy Green’s Redmile Group entered several new positions last quarter, as revealed by the 13F Form it filed with the U.S. Securities and Exchange......(read more)
Paul Singer ELLIOTT MANAGEMENT

Billionaire Paul Singer is Bullish and Bearish About These Energy Stocks

Paul Singer’s Elliott Management is bullish regarding Hess Corp. (NYSE:HES) and Anadarko Petroleum Corporation (NYSE:APC), as revealed by the fund’......(read more)
Irving Kahn

Kahn Brothers’ Top Picks to Close 2014, as Founder Irving Kahn Passes at 109

Irving Kahn, the oldest active investor on Wall Street, died this week at age 109. The successful manager is succeeded by his sons, who he co-founded ......(read more)
TUDOR INVESTMENT CORP

Workday Inc (WDAY), Facebook Inc (FB), JD.Com Inc (JD): Billionaire Paul Tudor Jones’ Top Q4 Picks

Paul Tudor Jones’ Tudor Investment Corp revealed its top picks for the fourth quarter in its last 13F filing with the U.S. Securities and Exchange Commission......(read more)
RENAISSANCE TECHNOLOGIES

Tesla Motors (TSLA), Wal-Mart Stores (WMT), Medtronic PLC (MDT): Billionaire Jim Simons’ RenTech Sold Off These Large Positions

According to the 13F Form filed with the U.S. Securities and Exchange Commission, Jim Simons’ Renaissance Technologies sold off its stake in numerous......(read more)
Hedge Fund Managers

T-Mobile US Inc, Cheniere Energy, Inc. (LNG), Kinder Morgan Inc (KMI): Billionaires Are Piling Into These 5 Public Utilities Stocks

Once hedge fund managers reach billionaire status, a larger portion of their invested capital is poured into large-cap stocks, since only so much money......(read more)
Air Products and Chemicals APD

Air Products & Chemicals Inc. (APD); Dow Chemical Co (DOW): Billionaires Are Piling Into These 5 Basic Industries Stocks

Billionaire hedge fund managers stand out for a very clear and obvious reason: they manage huge equity portfolios and have influence other investors don......(read more)
Hedge Fund Managers

Thermo Fisher Scientific, Ingersoll-Rand plc: Billionaires Are Piling Into These 5 Capital Goods Stocks

As hedge fund managers become billionaires and their funds grow to encompass billions of dollars in capital, they are forced to invest differently to......(read more)
Time Warner Inc., is TWX a good stock to buy, Jeff Bewkes

Alibaba Group Holding Ltd, Time Warner Inc: Billionaires Are Piling Into These 5 Consumer Services Stocks

Although billionaire hedge fund managers sometimes achieve great returns, following their every move might not have great results. Since these investment......(read more)
George Soros, Soros Fund Management

Oclaro, Inc. (OCLR): Soros Fund Management’s Latest Acquisition and Other New Positions

George Soros’ Soros Fund Management has opened a new position in Oclaro, Inc. (NASDAQ:OCLR). According to the 13G Form filed with the U.S. Securities......(read more)
Delta Air Lines, Inc. (NYSE:DAL)

Delta Air Lines, Inc., American Airlines Group Inc: Billionaires Are Piling Into These 5 Airline Stocks

When it comes to investing in public equities, airline companies are currently enjoying a high level of popularity amongst billionaire investors. After......(read more)
Alex Denner Sarissa Capital

Ariad Pharmaceuticals, Inc., Quest Diagnostics Inc, Amgen, Inc.: Sarissa Capital’s Top Stock Picks and New Moves

Alex Denner’s Sarissa Capital Management recently disclosed its stock picks for the fourth quarter of 2014 in a 13F Form filed with the U.S. Securities......(read more)
Paul Singer ELLIOTT MANAGEMENT

Hess Corp. (HES), EMC Corporation (EMC), Juniper Networks, Inc. (JNPR): Elliott Management’s Top Picks

In a 13F Form filed with the U.S. Securities and Exchange Commission, Paul Singer’s Elliott Management revealed its top picks for the fourth quarter......(read more)
Andreas Halvorsen

Illumina, Inc., Walgreens Boots Alliance Inc, Valeant Pharmaceuticals Intl Inc: Billionaire Halvorsen’s Top 3 Picks

Andreas Halvorsen’s Viking Global disclosed its top three picks for the past quarter in a 13F Form filed with the U.S. Securities and Exchange Commission......(read more)
David Abrams, Abrams Capital Management

Microsoft Corporation (MSFT), Wells Fargo & Co (WFC), The Western Union Company (WU): Abrams Capital Management’s Top Picks

David Abrams’ Abrams Capital Management revealed its top five picks at the end of 2014 in its latest 13F filing. According to the information provided......(read more)
BRIDGEWATER ASSOCIATES

Apple Inc. (AAPL), Microsoft Corporation (MSFT), and Intel Corporation (INTC): Bridgewater Associates Reveals Top Picks

Ray Dalio’s Bridgewater Associates revealed its top picks for the fourth quarter in a 13F Form filed with the U.S. Securities and Exchange Commission......(read more)
DUQUESNE CAPITAL

Billionaire Stanley Druckenmiller’s Top 5 Picks Include Biogen Idec Inc (BIIB), Target Corporation (TGT), Home Depot Inc (HD)

Billionaire Stanley Druckenmiller’s Duquesne Capital revealed its top 5 picks going into 2015 last week. According to the 13F Form filed with the U.......(read more)
Microsoft, is MSFT a good stock to buy, Surface 2, Windows RT,

Microsoft Corporation (MSFT); Wells Fargo & Co (WFC), American Express Company (AXP): Grandmaster Capital’s 2014 Q4 Top Picks

Patrick Gideon Wolff’s Grandmaster Capital recently disclosed its top picks as of the end of the fourth quarter. According to the 13F Form filed with......(read more)
Charles Davidson - Wexford Capital

Diamondback Energy Inc (FANG); Career Education Corp. (CECO): Why Funds Are Cutting Stakes in these Stocks

Charles Davidson’s Wexford Capital continues to reduce its exposure to Diamondback Energy Inc (NASDAQ:FANG), as disclosed in the 13D Form filed with......(read more)
Apple, is AAPL a good stock to buy, China Mobile, china, iPhone sales, U.S.,

Apple Inc. (AAPL), Visa Inc (V), Actavis plc (ACT): Laurion Capital Reveals Top Stock Picks

Benjamin A. Smith’s Laurion Capital Management recently filed its 13F Form for last quarter with the U.S. Securities and Exchange Commission. Therein......(read more)
CITADEL INVESTMENT GROUP

Rosetta Resources, BioScrip Inc, PICO Holdings Inc: Funds Bullish On These Stocks Despite Poor Performance

Ken Griffin’s Citadel Investment Group disclosed a large purchase in Rosetta Resources (NASDAQ:ROSE) this week. According to the 13G Form filed with......(read more)
Manning and Napier Inc (NYSE:MN)

Tonix Pharmaceuticals Holding Corp., Manning & Napier Inc: Deerfield, Ariel Open Bullish New Positions

James E. Flynn’s Deerfield Management entered a new position in Tonix Pharmaceuticals Holding Corp. (NASDAQ:TNXP) this week. According to the 13G Form......(read more)
Green Plains Renewable Energy Inc. (NASDAQ:GPRE)

Armada Hoffler Properties Inc (AHH); Green Plains Inc (GPRE): AEW Capital Management Sheds Entire Stake; Merchants’ Gate Capital Exits Major Position

Jeffrey Furber’s AEW Capital Management recently disclosed the sale of its entire stake in Armada Hoffler Properties Inc (NYSE:AHH). Prior to this transaction......(read more)
Andreas Halvorsen

Kansas City Southern (KSU), Cheniere Energy Inc. (LNG), Xencor Inc (XNCR): Viking Global Continues to Bet Big; Adage Capital Increase its Stake

Andreas Halvorsen’s Viking Global recently increased its exposure to Kansas City Southern (NYSE:KSU) by 1.3 million shares. According to the 13G Form......(read more)
Alex Denner Sarissa Capital

Townsquare Media Inc, Aegerion Pharmaceuticals, Inc.: Tricadia Capital Increases Stake; Sarissa Capital Enters New Position

Michael Barnes And Arif Inayatullah’s Tricadia Capital Management recently disclosed an increase to its position in Townsquare Media Inc (NYSE:TSQ)......(read more)