Billionaire Stephen Mandel’s High Upside Potential Picks Include Apple Inc. (AAPL)

69 hedge funds and other notable investors in our database of 13F filings owned shares of Express Scripts Holding Company (NASDAQ:ESRX), making it the most popular healthcare stock among hedge funds (find more healthcare stocks hedge funds love); Lone Pine had a significant position there. Express Scripts is now back in business as a prescription management partner with Walgreen Company (NYSE:WAG), which seems to already be having a positive impact on its financials. At 13 times consensus earnings for 2013, we would call Express Scripts another candidate for value status.

The fund owned about 860,000 shares of AutoZone, Inc. (NYSE:AZO), which carries trailing and forward P/Es of 15 and 11 as well as a PEG ratio of 0.9. The replacement auto parts store is being valued higher than many other auto related companies which are more exposed to demand, but the pricing might still be considered low particularly as the most recent quarterly report showed growth on both top and bottom lines. Bain Capital’s Brookside Capital initiated a position in the stock during the third quarter (check out more of Brookside’s stock picks).

Mandel and his team more than doubled the size of their position in Dollar General Corp. (NYSE:DG) to a total of 8.3 million shares. Even though the dollar store has been growing rapidly and has little exposure to the broader economy (the beta is only 0.1), its earnings multiples are in the teens. We’d consider it another prospect for future research. Lee Ainslie’s Maverick Capital was also buying the stock (research more stocks Ainslie likes).

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

The 10 Countries with the Highest Suicide Rates

The 10 Most Technologically Advanced Countries in the World

The 10 Safest Countries in the World to Live in Peace

The 10 Top Selling Smartphones in the World 2014

The 12 Biggest Shopping Centers in the World

The 10 Friendliest Countries in the World

Qihoo 360 Technology Co Ltd (QIHU), Actavis plc (ACT), Yahoo! Inc. (YHOO) Among 20 Long Ideas from Sohn Canada

The 10 Laziest Countries in the World

The 10 Most Polluted Countries in the World

The 10 Most Dangerous Cities in America 2014

The Top 10 Gold Producing Countries in the World

The 10 Tallest Buildings in the World

The 10 Richest Stand Up Comedians in the World

The 10 Fattest Countries in the World

The 5 Best Summer Jobs for Teens

The 10 Most Religious Countries in the World Keeping the Faith

The 10 Most Educated Countries in the World

The 10 Most Popular Cell Phones in the World

The 10 Drunkest Countries in the World

The 10 Most Expensive Private Schools in the World

The 10 Smallest Countries in the World

Walking Dead Season 5 Spoilers You’ll Wish You Didn’t Know

The 10 Poorest Countries in the World

The 10 Greenest Countries in the World

The Top 10 Countries with the Highest Population in the World

The 10 Most Visited Countries in the World

The Top 10 Star Wars Characters in the Iconic Series

The 10 Most Expensive Android Phones in the World

5 Reasons Why The Illuminati Is Real and a Threat to Society

The 6 Scariest Halloween Costumes Ever Screamed At

The 4 Biggest Hedge Fund Managers in the World Today

The 15 Most Densely Populated Countries in the World

The 10 Biggest Tea Drinking Countries in the World

Top 6 Ways to Improve Your Checkout Process and Close Sales

The 5 Most Profitable Online Businesses You Can Start Today

The 20 Most Profitable Hospitals in the US

The 5 Most Profitable Home Businesses to Start

The 7 Teams that Will Win the Stanley Cup in 2015

The Top 10 Most Expensive Digital Cameras to Snap Stunning Shots With

The 10 Highest Quality Fast Food Restaurants In America Today

The 8 Best Halloween Decorating Ideas to Spook Up Your House

10 Marvel Women that Should Get a Movie Right Now

The 20 Best Remixes of Popular Songs that Will Make You Forget the Originals

7 Most Expensive Cities in the World

5 Least Expensive Cities in the World

10 Celebrities Who Believe In Scientology

10 High Margin Food Products to Build a Business Around

The 10 Most Expensive Clothing Stores in the United States to Get Decked Out At

The 5 Biggest Kickstarter Scams That Swindled Backers’ Donations

The 10 Most Expensive Boarding Schools In the World

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!