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Author Archive - Brian Tracz

Sanofi SA (ADR) (NYSE:SNY)

For Sanofi SA (ADR) (SNY) Chronic Diseases Present the Future Focus

In an interview with CNBC, Chris Viehbacher, the CEO of Sanofi SA (ADR) (NYSE:SNY), discussed the steps that big pharma companies like Sanofi SA (ADR) (......(read more)
largest hedge funds in the world

Billionaire John Paulson’s Latest Stock Picks

One of the most revered names in the business, billionaire hedge fund manager John Paulson is famous for his lucrative bets against subprime mortgages......(read more)
BP plc (ADR) (NYSE:BP)

5 Dividend Stocks for the Next 5 Years

In the eight decades prior to 2010, dividends accounted for a whopping 44 percent of the total return of the stock market. When investors are able to......(read more)
Facebook Inc. (NASDAQ:FB)

The Facebook Inc (FB) Hurricane: Wait it Out

Of all the companies that have given social networking a try, Facebook Inc (NASDAQ:FB) has been both the most popular and the most troublesome among investors......(read more)
Apple Inc. (NASDAQ:AAPL)

Revised: Apple Inc (AAPL) is the Post-PC Juggernaut

Apple Inc (NASDAQ:AAPL) share have stumbled back to the $600 level and investors should be asking themselves whether now is a good entry point for the......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc (AAPL) is the Post-PC Juggernaut

Now that Apple Inc (NASDAQ:AAPL) have stumbled back to the low $600 region, investors should be asking themselves whether now is a good entry point for......(read more)
Apple Inc (NASDAQ:AAPL) Facebook (NASDAQ:FB)

Apple Inc (AAPL) and Facebook Inc (FB): Time to Buy Both?

Apple Inc (NASDAQ:AAPL) is the most popular stock among hedge funds, it is also one of the most successful technology companies. Facebook Inc (NASDAQ......(read more)
Nokia Corporation (ADR) (NYSE:NOK)

Playing the Third Smartphone OS: Nokia Corporation (NYSE:NOK) or Research In Motion (RIMM)?

In the smartphone wars, it is not clear if there will be a third operating system to stand next to Android and iOS, either in the consumer space or in......(read more)

Arena Pharmaceuticals, Vivus Inc, and the Weight-loss Craze

According to a Centers for Disease Control study earlier this year, about 36 percent of Americans are obese. While this might seem like an investing goldmine......(read more)
Apple Inc. (AAPL)

Apple Inc (AAPL) is a Conservative Investor’s Paradise

Apple Inc (NASDAQ:AAPL) is the most popular stock among billionaires. No company receives as much attention as Apple Inc. (NASDAQ:AAPL), a fact that,......(read more)
CVS Caremark Corporation (NYSE:CVS)

A Hedge Fund’s Bets in Generic Pharmaceuticals

Visium Asset Management was founded by Jacob Gottlieb in 2005. Though this hedge fund initially specialized in health care stocks, the firm now manages......(read more)
Emcor Group Inc (NYSE:EME)

A Hedge Fund’s Picks for a Stronger Economy

Richard S. Meisenberg is the manager and founder of ACK Asset Management, a hedge fund created in 2005 that specializes in small cap and mid cap equities......(read more)
J.C. Penney Company, Inc. (NYSE:JCP)

Will J.C. Penney Really Transform Retail?

Some have hailed the recent J.C. Penney Company, Inc. (NYSE:JCP) rally as a one supported merely by technicals, thereby pressuring J.C. Penney management......(read more)
Yahoo! Inc. (NASDAQ:YHOO)

Is Yahoo Inc (YHOO) A Good Stock to Buy Post Alibaba Deal?

Yahoo! Inc. (NASDAQ:YHOO) announced on Tuesday that it will be returning $3.6 billion of the $4.3 billion proceeds from the sale of its stake in Alibaba......(read more)
Marathon Petroleum Corp (NYSE:MPC)

Playing Oil, Upstream and Downstream

Two important general trends in oil exploration, production, and refining are particularly worth noting. First, over the past two years, many integrated......(read more)
The Procter & Gamble Company (NYSE:PG)

Tremblant Capital’s Stock Picks: Imax, Visa, Procter&Gamble

Tremblant Capital Group, founded by Brett Barakett, is a hedge fund specializing in consumer goods and services. As CEO, Barakett’s strategy has......(read more)
Hewlett-Packard Company (NYSE:HPQ)

David Nierenberg’s Top Stock Picks: Hewlett-Packard, Move Inc, and More

David Nierenberg is both the founder of the D3 Family Funds, a family of funds managed by Nierenberg Investment Management Company, and the fund’......(read more)
Six Flags Entertainment Corp (NYSE:SIX)

Activist Rehan Jaffer’s Top Picks

Rehan Jaffer is an activist investor who founded H Partners Management in 2005 and presently has around $1 billion in assets under management (AUM). Jaffer......(read more)
Biggest IPOs in US History

Akanthos Capital’s Top Picks: General Motors, Wynn Resorts, and Allegheny Tech

General Motors Company (NYSE:GM), Wynn Resorts (NASDAQ:WYNN), and Allegheny Technologies (NYSE:ATI) are among Akanthos Capital’s top stock picks......(read more)
Irving Kahn

4 Rock Solid Value Plays from the Kahn Brothers

The Kahn Brothers have operated their namesake hedge fund, Kahn Brothers Group, since 1978. Irving Kahn studied under Benjamin Graham and earned his M......(read more)
Wynn Resorts, Limited (NASDAQ:WYNN)

GM, Wynn Resorts Among Akanthos Capital’s Top Stock Picks

Michael Kao is founder and CEO of Akanthos Capital Management. After completing his undergraduate studies in engineering and computer science at the University......(read more)

Top Stock Picks by Long-Term Value Hedge Fund

Jeffrey Ubben founded ValueAct Capital and, since 2000, has served as its CEO and CIO. Prior to founding and managing his own fund, Ubben was a managing......(read more)
Motorola Solutions logo

Highside Capital’s Top Stock Picks

Highside Capital Management, managed by Lee Hobson, maintains a balanced portfolio of equities focused in the service, technology, finance, and healthcare......(read more)

Long-Term Investment Ideas from Julian Robertson’s Portfolio

Julian Robertson manages the famous Tiger Management, which boasted impressive 31.7 percent annual returns between 1980 and 1998. His “Tiger cubs”......(read more)
Jim Chanos puppeteer

Is a Hewlett-Packard Turnaround Shaping Up?

Hewlett-Packard Company (NYSE:HPQ) announced its second quarter earnings on September 10, which were down 29.7 percent year-over-year. The company indicated......(read more)
Achillion Pharmaceuticals, Inc.

Which Hedge Fund is Animating Achillion?

QVT Financial, a hedge fund managed by Daniel Gold, specializes in healthcare-related stocks, holding about half of its equity portfolio in biotech and......(read more)
Jim Chanos puppeteer

Is Jim Chanos Short Selling These Stocks?

Jim Chanos is legendary for selling high and buying low, deriving much of his fame from shorting Enron in 2001 and his whistle-blowing coverage on Baldwin......(read more)

Why is Billionaire Eddie Lampert Buying More Sears Holdings Shares?

ESL Investments, a hedge fund managed and founded by billionaire Eddie Lampert, focuses on service sector equities. As of June 30, the fund’s top......(read more)
Steven Cohen

Why is Billionaire Steve Cohen Building his TiVo Inc Stake?

Billionaire Steven Cohen’s SAC Capital Advisors is one of the most prestigious hedge funds around. The fund has returned nearly 30 percent annually......(read more)
Nokia Corporation (ADR) (NOK), Microsoft Corporation (MSFT)

Nokia Corporation (NOK), Where Art Thou?

Nokia Corporation (NYSE:NOK) is in the process of a major product revamping effort. Earlier this year, a number of investors were disappointed by the......(read more)
Carl Icahn

Billionaire Carl Icahn’s Federal-Mogul Play

Federal-Mogul Corporation (NASDAQ:FDML) supplies a variety of safety and powertrain equipment to original equipment manufacturers (OEMs) in the auto industry......(read more)
hedge fund research

Billionaire George Soros’ Long-term Picks

Multibillionaire George Soros, a Hungarian-American hedge fund manager and political activist, is well known for currency speculation and “breaking......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Is Gap a Good Buy Right Now?

Apparel retailers are difficult investments to make in uncertain economic times. The Gap Inc. (NYSE:GPS) operates a number of different stores with different......(read more)

Billionaire James Dinan’s Latest Stock Picks: Bank of America Corp (NYSE:BAC), Tyco International

James Dinan’s York Capital Management is a 20-year-old fund with an impressive performance record—the fund lost value in only three of those years......(read more)

Billionaire Nelson Peltz’s Stock Picks

Nelson Peltz, manager of Trian Partners, is an activist investor who owns shares of a relatively small number of companies that he believes he can readily......(read more)

Top Picks of Yahoo’s Czar Investor: Apple Inc, News Corp, Delphi

Billionaire Dan Loeb, manager and founder of Third Point, is known for his legendary letters to company executives regarding the “abysmal record of......(read more)

Billionaire Bill Ackman’s Recent Moves: Citigroup, Kraft, PG

Bill Ackman is a billionaire activist investor who has turned around companies like McDonald’s Corporation (NYSE:MCD), while seeing some less successful......(read more)

Billionaire Chase Coleman’s Top Picks: Apple Inc, LinkedIn, Yandex

Apple Inc (NASDAQ:AAPL), Linkedin Corporation (NYSE:LNKD), and Yandex (NASDAQ:YNDX) are among billionaire Chase Coleman’s top holdings. Only in......(read more)

A Big-time Hedge Fund’s Newest Picks: Vivus Inc, Exxon Mobil, Marathon Petroleum

Passport Capital, managed by John Burbank, was founded in 2000 and focuses on fundamental macroeconomic insight in toggling its investment strategies.......(read more)

Billionaire Ray Dalio’s Top Picks: Microsoft, HP, Dell, Oracle

One of the most formidable personalities in the financial universe, Billionaire Ray Dalio has had one of the most successful track records among hedge......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc (NASDAQ:AAPL) is Killing Dell Inc and Hewlett-Packard

If we are in the middle of the Apple Inc (NASDAQ:AAPL) Renaissance, then we are also in the middle of the Dark Ages of Dell Inc. (NASDAQ:DELL) and Hewlett......(read more)
CSG Systems International, Inc. (NASDAQ:CSGS)

Intrepid Capital Reveals Its Latest Picks

Intrepid Capital Management is a mid-size fund managed by Mark Travis and based in Florida (you can view the company’s portfolio here). Founded......(read more)

Billionaire Nelson Peltz Sold This Stock Recently

Trian Partners, managed by billionaire Nelson Peltz, held 603,250 shares of Heinz (NYSE:HNZ) as of March 31–its eleventh largest holding. On July......(read more)
Barry Rosenstein JANA PARTNERS

JANA Partners’ Latest Stock Picks

JANA Partners, managed by activist investor Barry Rosenstein, has a simple tagline for its event-related approach: “ignore the crowd.” This $2.4 billion......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb Upped His Yahoo Stake, Again!

Yahoo (NASDAQ:YHOO) is starting to give its investors some hope. The former content emperor of the internet has recently made moves to recapture its former......(read more)
Most Popular Stocks Among Hedge Funds

4 Stocks Insiders Are Buying Recently

Tracking insider information is one of the most well-established ways to profit from the stock market. A number of empirical studies have shown that non......(read more)
LVMH Moet Hennessy Louis Vuitton SA(ADR)

Is Now a Good Entry Point for McDonald’s or Chipotle?

McDonald’s (NYSE:MCD) reported its sluggish quarterly earnings today. With earnings of $1.32 per share, the company slid below the Street’s $1.38......(read more)

Is Abbott Labs A Good Investment Right Now?

Abbott Laboratories (NYSE:ABT) reported on Wednesday that they had met the Street’s second quarter earnings expectations, increasing diluted earnings......(read more)

Avoid This Tech Value Trap

Kynikos hedge fund manager JimChanos reported on Wednesday that he is shorting Hewlett-Packard (NYSE:HPQ), calling it a big “value trap.” There have......(read more)

Nelson Peltz is Selling This Stock

Trian Fund Management bought about 669,000 shares of Family Dollar (NYSE:FDO) last November, attractively valued at $37 to $39 per share. Ed Garden, co......(read more)