Posts Tagged ‘Donald Yacktman’

Twenty-First Century Fox Inc. (FOX), Microsoft Corporation (MSFT), Charles Schwab Corp (SCHW): Route One Investment Company Top Q2 Picks

Twenty-First Century Fox Inc (NASDAQ:FOX)
In its recent 13F filing with the U.S. Securities and Exchange Commission, Route One Investment Company, managed by William Duhamel, has revealed its......(read more)

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)

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)

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)

The Boeing Company (BA), Pfizer Inc. (PFE), The Procter & Gamble Company (PG): Matthew Tewksbury’s Top 3 Picks For the Second Quarter

The Boeing Company (NYSE:BA)
Matthew Tewksbury’s Stevens Capital Management recently disclosed, with the SEC, its long equity positions for the second quarter of 2014. The fund’......(read more)

eBay Inc (EBAY), Yahoo! Inc. (YHOO), Google Inc (GOOG): James Melcher’s Favorite Tech Stocks

eBay Inc (NASDAQ:EBAY)
James Melcher’s Balestra Capital recently filed a Form 13F with the SEC, disclosing his long equity positions as of June 30, 2014. The fund´s equity......(read more)

Wells Fargo & Co (WFC), Microsoft Corporation (MSFT), American Express Company (AXP): Grandmaster Capital Loves Warren Buffett’s Picks

Largest Financial Services Companies
As we continue to track 13F filings for the second quarter of 2014, we came across Grandmaster Capital’s. This hedge fund, managed by Patrick Gideon......(read more)

Apple Inc. (AAPL), Oracle Corporation (ORCL), Microsoft Corporation (MSFT): Billionaire David Harding’s Mega-Cap Tech Stock Picks

David Harding
Billionaire David Harding’s Winton Capital Group recently filed its Form 13F for the second quarter of 2014. The fund disclosed more than 640 equity......(read more)

Time Warner Inc (TWX) Rebuffs Buyout Offer From Twenty-First Century Fox Inc (FOXA), What Next?

Time Warner Inc (NYSE:TWX)
Time Warner Inc (NYSE:TWX) declined a proposal to be purchased by Twenty-First Century Fox Inc (NASDAQ:FOXA) in a deal that could have created the most......(read more)

Bridgewater Associates’ First Quarter Largest Equity Holdings

BRIDGEWATER ASSOCIATES
Last week, Ray Dalio’s Bridgewater Associates, one of the world’s largest hedge funds, with $161.9 billion in Assets Under Management, disclosed its......(read more)

Highbridge Capital Management: Five Important Moves During Q1

HIGHBRIDGE CAPITAL MANAGEMENT
Glenn Russell Dubin’s Highbridge Capital Management, has recently presented its Form 13F Filing for the first quarter of 2014 at the U.S. Securities......(read more)

ValueAct Capital Buys More Than $116 Million in Microsoft (MSFT) Shares

VALUEACT CAPITAL
On Monday May 12, ValueAct Capital, managed by Jeffrey Ubben, declared the purchase of more than 2.95 million shares of Microsoft Corporation (NASDAQ:......(read more)

Four Warren Buffet Picks With Recent Insider Purchases

hedge fund research
Since we last looked into companies that are in Warren Buffett ’s portfolio, which had also witnessed insider purchases quite much has gone on......(read more)

Bottoms Up: Two Stocks That Insiders Are Chug-a-Lugging

The Coca-Cola Company
Tracking insider purchases is very important to our investment strategy (just as much as hedge fund moves). Consequently, in this article, I will examine......(read more)

Donald Yacktman Latest Moves Involve SYSCO Corporation (SYY)

Donald Yacktman
In its latest filing, Donald Yacktman’s Yacktman Asset Management reported slightly trimming its position in SYSCO Corporation (NYSE:SYY). The fund......(read more)

Donald Yacktman’s Top Stock Picks: PepsiCo, Inc. (PEP), Twenty-First Century Fox Inc (FOXA) & More

Donald Yacktman
Yacktman Asset Management, led by Donald Yacktman focuses on value-priced equities. In his 13F filing he has revealed his holdings for the fourth ended......(read more)

5 Warren Buffett Stocks Dumb Money Should Avoid

Warren Buffett portrait
There are three types of investors: smart, dumb, and dumber. Eugene Fama is best known for his Efficient Market Hypothesis. His hypothesis helped millions......(read more)

Billionaire Mario Gabelli’s Apple Warning

Mario Gabelli with cereal box
Here at Insider Monkey, we try to give you all investors’ opinions on Apple Inc. (NADSAQ:AAPL). The entire financial world probably knows that Carl......(read more)

The Winklevoss Twins Didn’t Talk About These Stocks Last Week, But These Guys Did

Donald Yacktman
The Winklevoss twins: The Value Investing Congress was last week, and we at Insider Monkey were in attendance. While the Winklevoss twins got most of......(read more)

Apple Versus Microsoft: What Do Hedge Funds Think?

GREENLIGHT CAPITAL David Einhorn
Apple versus Microsoft: Apple Inc. (NASDAQ:AAPL) versus Microsoft Corporation (NASDAQ:MSFT). It is a clichéd contest debated by everyone from tech bloggers......(read more)

Donald Yacktman Says Apple Isn’t As Cheap As You Think, Explains Why Microsoft Is Better

Donald Yacktman
Donald Yacktman might not have the same name recognition as a Warren Buffett or a David Einhorn, but when he speaks about Apple Inc. (NASDAQ:AAPL) and......(read more)

Lancaster Colony Corp. (LANC): Hedge Funds Are Bullish and Insiders Are Undecided, What Should You Do?

Lancaster Colony Corp. (NASDAQ:LANC)
Lancaster Colony Corp. (NASDAQ:LANC) investors: listen up. In today’s marketplace, there are tons of methods shareholders can use to track Mr. Market......(read more)

Janus Capital Group Inc (JNS): Are Hedge Funds Right About This Stock?

Janus Capital Group Inc (NYSE:JNS)
Is it smart to be bullish on Janus Capital Group Inc (NYSE:JNS)? If you were to ask many traders, hedge funds are assumed to be overrated, old investment......(read more)

Do Hedge Funds and Insiders Love Sigma-Aldrich Corporation (SIAL)?

Sigma-Aldrich Corporation (NASDAQ:SIAL)
Should Sigma-Aldrich Corporation (NASDAQ:SIAL) investors track the following data? To the average investor, there are tons of gauges market participants......(read more)
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