Tiger Consumer Management’s Top Stock Picks Include Google Inc (GOOG)

Page 1 of 2

The most popular small cap stocks among hedge funds tend to outperform the S&P 500 by an average of 18 percentage points per year, according to our historical analysis of 13F filings (learn more about imitating hedge funds’ small cap stock picks). We also like to study what hedge fund managers and other notable investors own according to their 13Fs, which disclose many long equity positions as of the end of the last fiscal quarter (so current 13Fs, filed in February, provide information from December). While blindly following these stock picks often isn’t a good idea, we think that it can be useful for investors to see a short list of top stock picks and then decide if they are worth further research- much like how many investors treat stock screens. Here are the five largest holdings by market value from Tiger Cub Patrick McCormack’s Tiger Consumer Management’s 13F (or see the full list of stocks the fund reported owning):

Google Inc (NASDAQ:GOOG)

Tiger Consumer’s top pick was Google Inc (NASDAQ:GOOG), reporting a position of over 190,000 shares. Google Inc (NASDAQ:GOOG) made our list of the most popular stocks among hedge funds for the fourth quarter of 2012, as measured by the number of funds which included it in their portfolio (find more stocks hedge funds loved). The company experienced a 7% increase in earnings last quarter compared to the fourth quarter of 2011, as search growth overcame the addition of Motorola Mobility Holdings. The integration of Motorola provides a source of potential improvement for Google Inc (NASDAQ:GOOG).

The fund owned 2.8 million shares of Kraft Foods Group Inc (NASDAQ:KRFT) at the end of December. Kraft operates as a North American-based food and beverage company following the breakup of the larger Kraft company into Kraft Foods and Mondelez International Inc (NASDAQ:MDLZ). Each of these was among hedge funds’ favorite consumer goods stocks according to our database of 13F filings (read our list of the ten most popular consumer goods stocks). Analyst consensus for 2014 implies a forward P/E of 16, which is in line and perhaps a bit cheaper than where many other packaged food companies trade.

See three more of Tiger Consumer’s stock picks, including a leading home improvement store:

Page 1 of 2
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

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

50 Crazy Facts About Japan You Won’t Believe

Top 10 Least Expensive Hybrid Cars to Save the Planet With

The 10 Biggest ‘Gate’ Controversies in History

The 10 States with the Highest Nursing Shortages Leaving Their Hospitals Depleted

The 10 Best Value Investment Blogs that Every Investor Must Read

The 6 Cheapest Boarding Schools in Europe 2015

The 5 Most Expensive Cars To Insure in the World

The 10 Most Common Genetically Modified Foods

10 Self-Made Billionaires Who Came From Nothing

The 10 Most Expensive Cities to Live in North America

The 13 Most Expensive Headphones in the World to Represent

The Top 20 Wealthiest Soccer Teams in 2014

4 BuzzWorthy Cannabis Stocks And Some Smoking Derivative Plays

The 10 Healthiest Fast Food Chains in America to Dine At

The 5 Most Expensive Cat Food Brands You Can Spoil Your Kitty With

The 6 Best eCommerce Platforms for Small Businesses

The 10 Worst Mistakes an Entrepreneur Can Make

The 5 Most OP Characters in League of Legends to Carry Games and Crush Foes With

The 5 Best Foods to Eat Before Running that Will Help You Pound the Pavement

10 Glaring Plot Holes in The Walking Dead that a Zombie-Filled Bus Could Drive Through

The 5 Biggest Celebrity Stoners Who Love Their Reefer

The 10 Most Overrated Movies Of All Time by Out-of-Touch Critics

Top 6 Least Expensive Cruise Destinations For 2015 that Will Take You to Paradise

10 States with Lowest Substance Abuse Rates in America

The 14 Most Watched TV Finales Ever

The 10 Best Selling Role Playing Games of All Time for PC

10 Most Influential Papers In Economics

Top 8 Biggest Charities in the US

10 Worst Celebrity Career Moves Ever

Top 10 Best Paid Tennis Stars in the World

Top 6 Cities For The Ultra Rich to Live in Comfort

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

How to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Top 6 Least Expensive Tourist Destinations in 2014

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!