Large-Cap Stocks Insiders Are Buying $HPQ $MSFT
For ordinary investors, following the smartest investors in the world is always a good strategy to develop investment ideas. But, who are smart investors......(read more)
Author Archive - Guan Wang
Insider Buying in Large Cap Stocks
We have been tracking corporate insiders because we believe it is a good starting point to analyze stocks with notable insider purchases. Insiders’......(read more)
Large-cap Stocks Insiders are Buying (May 14-May 18)
Corporate insiders usually have more information about their own companies than average investors. They also understand their companies and their industries......(read more)
Seth Klarman’s Q1 Top Stock Picks
Last year was not a good year for hedge funds. The entire hedge fund industry struggled during the past year, but there were some exceptions. Take Seth......(read more)
Insider Purchases in Large Cap Stocks: $KO $HES $CME $GE
Focusing on stocks with large insider purchases is always a good starting point to choose stocks to be analyzed. On average, these stocks are more likely......(read more)
Louis Navellier’s Top 10 Stock Picks $AZO $CMG $DLTR $EL $FDO $IBM $MCD $MJN
Louis Navellier is well-known for his “little book” – that’s “The Little Book That Makes You Rich” for the uninitiated......(read more)
SAC Capital’s Top 10 Positions’ YTD Returns
This is an article about the performance of SAC Capital’s top 10 positions. Even the biggest money management firms are not immune to allegations......(read more)
What Does Warren Buffett See in US Bancorp?
Warren Buffett is one of the most well-respected money managers in history, so, when his Berkshire Hathaway has a large position in a company, it is generally......(read more)
Barry Rosenstein’s Top 10 Picks Returned 15% YTD
Shares of bookseller Barnes and Noble (BKS) jumped on news that Barry Rosenstein’s Jana Partners initiated a 12% stake in the company. The news, which......(read more)
Is Disney A Good Investment?
Is Disney a good investment? Most hedge funds have at least one or more Dow stocks in their portfolios. Some even invest strictly in mega-cap blue chip......(read more)
David Tepper’s Top 10 Positions Returned 22% This Year
Superstar fund manager David Tepper worked as the head trader on the high-yield desk at Goldman Sachs until he left to launch Appaloosa Management in......(read more)
2 Large-Cap Stocks Insiders Are Buying
In order to regulate insider trading, the SEC requires corporate insiders to report buying and selling their companies’ stocks within two business days......(read more)
Tiger Consumer’s Top 10 Positions Returned 18% This Year
Patrick McCormack’s Tiger Consumer Management is one of the many seeds from Tiger Management. Like its brethren, the fund is also housed at 101 Park......(read more)
Is Bristol Myers A Good Investment?
Is Bristol Myers a good investment today? Like many other large-cap drug manufacturers, Bristol-Myers Squibb (BMY) is faced with patent expiration on......(read more)
Making a Case for Teva Pharmaceutical Industries $TEVA
Teva Pharmaceutical Industries (TEVA) has been expanding and gaining market share through aggressive acquisitions and product development programs recently......(read more)
Billionaire Stephen Mandel’s Top 10 positions Returned 24% YTD
Prior to joining Julian Robertson’s Tiger Management as a consumer analyst, Tiger Cub Stephen Mandel gained experience working as a consultant at Mars......(read more)
5 Stocks Insiders Are Buying
Insider information pays. While insider purchases do not always mean investors should also buy the stock, on the average, when an insider purchases stock......(read more)
Billionaire David Einhorn’s Top 10 Positions Returned 22% YTD
David Einhorn, founder of Greenlight Capital, is known for his profitable short selling. Einhorn shorted the Lehman Brothers more than a year before its......(read more)
Jim Cramer’s Top Dividend Stock Picks
Former hedge fund manager Jim Cramer believes that “there is always a bull market somewhere.” Cramer, who is the host of CNBC’s “Mad Money,”......(read more)
Four Stocks Insiders Bought Recently
When insiders are buying, you know it has to be good – and the larger the purchase, the better it usually is. While insider purchases do not necessarily......(read more)
Ray Dalio’s Top 10 Stock Picks
This past year was a tough year for many hedge funds managers, but a few fared pretty well, including Ray Dalio, the founder of Bridgewater Associates......(read more)
Legg Mason’s Top 10 Positions Returned 20% So Far This Year
Bill Miller, Legg Mason Capital Management’s former Chairman and Chief Investment Officer, announced last November that he would turn over full management......(read more)
Is China Mobile A Good Stock To Buy?
The European economy has been weak after the sovereign debt crisis last year, while emerging markets such as Asia and Latin America remain strong. One......(read more)
Why Hedge Funds Love Abbott Laboratories $ABT
Spinoffs are usually able to unlock some value in a company– usually a sizable value. As such, when a company announces a spin off, investors of all......(read more)
Lee Ainslie’s Top Picks Returned 17% in the First Quarter 2012
In late February, we discussed the bullish bets of Lee Ainslie’s Maverick Capital at the end of 2011. In that article, we were bullish about most of......(read more)
Is Gold Overpriced Relative to Other Commodities?
Gold stocks are quite popular among hedge funds these days, and with good reason. John Paulson, who is very bullish about gold, made $5 billion by betting......(read more)
Is Wal-Mart A Good Investment?
Warren Buffett is the man. The Oracle of Omaha has been quoted and mirrored for decades. When he makes a call about a stock, the world sits up and listens......(read more)
Why Walgreen Is the Best Drug Store Stock Right Now
As healthcare costs and expenditures go up, stocks in the healthcare industry are going up too. While these companies represent a good opportunity, there......(read more)
Decoding Biotech and Finding Opportunity in Gilead $GILD
Biotechnology stocks have been on an upswing lately, pushing the iShares Nasdaq Biotechnology Index up roughly 20 percent through the first two months......(read more)
Is EMC Corp A Good Stock To Buy?
EMC Corp (EMC) was the top provider of disk storage systems in the fourth quarter of 2011. According to research firm IDC, EMC has a market share of nearly......(read more)
5 Industrial Goods Stocks Insiders Are Bullish About
Corporate insiders have material non-public information about their companies. Trading on such information is illegal and some insiders were investigated......(read more)
John Paulson and Eric Mindich are Bullish About These Stocks
John Paulson is currently one of the most followed money managers in the world. He founded Paulson & Co in 1994, and became well-known for his bets......(read more)
15 High Dividend Stocks with the Highest Yields in their Sectors
Defensive investors like investing in high dividend stocks as such stocks can protect them from inflationary risks. We are concerned about the Fed’s......(read more)
Horseman Capital Management’s Top Stock Picks
Horseman Capital Management was founded in July 2000. The company launched Horseman Global Fund Ltd on February 1, 2001 and Horseman European Select Fund......(read more)
Kahn Brothers Q3 Holdings
Kahn Brothers is a money manager and Registered Investment Advisor. Founded in 1978, Kahn Brothers manages over $700 million of institutional and private......(read more)
Al Gore’s Generation Investment Third Quarter Holdings
Generation was founded in 2004 by Al Gore and David Blood. The firm now 45 people represent 16 countries and speak over 10 languages. It has a team of......(read more)
Intrepid Capital Management Third Quarter Holdings
Intrepid Capital Management is an investment management firm founded in 1994. It focuses on finding value in equity and fixed income markets for institutional......(read more)
Brian J. Higgins and King Street Capital’s Top Stock Picks
King Street Capital is an investment management company founded by Brian J. Higgins and Francis Biondi Jr. in 1995. It had approximately $546 million......(read more)
10 Dividend Stocks Goldman Sachs Likes
Goldman Sachs is one of the best investment banking and securities firms in the world. It engaged in global investment banking, securities, investment......(read more)
14 High Dividend Stocks Morgan Stanley Likes
Morgan Stanley is one of the best financial services company in the world. It has over $700 billion in assets under management and devotes significant......(read more)
David E. Shaw and Jim Cramer Love These Stocks
Jim Cramer’s stock picks outperforms the market on the average. He claims the stocks he buys for his charitable trust performs even better. David E.......(read more)
20 High Dividend Stocks That Analysts Recommend
Defensive investors like high dividend yielding stocks and consider them as viable options especially in inflationary environments. We are concerned about......(read more)
Clough Global Equity Fund $GLQ
Charles Clough is the founder of Clough Capital Partners, which reported nearly $5 Billion total assets in its last 13F filing. The firm manages a close......(read more)
Top of the Morning: Unauthorized Trading, Groupon’s IPO, Goldman’s Computer-Trading Head, Europe Lending, Home-Equity Loans
Kweku Adoboli – UBS’s Latest Rogue Trader – Had the Balls To Lose $2 Billion (Allegedly) (Insider Monkey) Kweku Adoboli, a 31 year old trader, has......(read more)
PM Market Movers
STMicroelectronics (STM) is an Italian-French electronics and semiconductor manufacturer headquartered in Geneva, Switzerland. The company designs, develops......(read more)
Evening Leaders: Loeb Reiterates Call for Yahoo Chairman’s Exit, Greek Crisis, Google Rivals Team Up, Facebook IPO Delayed, Spain Faces Rating Risks
Loeb Reiterates Call for Yahoo Chairman’s Exit (DealBook) Well, that is one way to deal with an activist investor. The hedge fund manger Daniel S. Loeb......(read more)
Hedge Fund News: Campbell Leadership Handoff, Buffett’s Gain in GE, Maverick’s Loss in August, Judge Drops SAC Capital, Ackman’s Big Bet on HK Dollar
After Caxton, Another Hedge Fund Announces Leadership Handoff (DealBook) Is succession in the air? One day after Bruce Kovner, the hedge fund titan who......(read more)
M&A Activity, Merger Arbitrage, and Hostile Takeovers
How Google- Motorola Deal Came Together (DealBook) It took less than seven weeks, but it became more expensive quickly. From the first discussions in......(read more)
Top of the Morning: Moody’s Downgrade, BNP Asset Cuts, Retail Sales, MF Global Job Cuts, EU Banks Losing Deposits
Credit Agricole, Societe Generale Ratings Cut (Bloomberg) Credit Agricole SA (ACA) and Societe Generale SA, France’s second- and third-largest banks......(read more)
Hedge Fund News: Biggest Funds of Hedge Funds, Bruce Kovner, Donald Longueuil SEC Suite, Rajaratnam’s Sentencing
Bruce Kovner, Founder of Caxton, to Step Down (DealBook) Bruce Kovner, a founder of Caxton Associates, will retire as chairman of his $10 billion hedge......(read more)
