Is Goldman Sachs Group, Inc. (GS) a Good Stock to Buy?
Goldman Sachs Group, Inc. (NYSE:GS) has outperformed the S&P 500 so far this year, thanks at least in part to a quarterly report which beat analyst expectations.
Author Archive - Matt Doiron
Billionaire James Dinan’s Small Cap Picks Include Corrections Corp Of America (CXW)
For some time we have been tracking 13F filings from hedge funds and other notable investors and using this information to develop investment strategies.
AT&T Inc. (T), Verizon Communications Inc. (VZ): Multiple Insiders Are Buying High Yield Windstream
According to our database of insider trading filings, several company insiders at Windstream Corporation (NASDAQ:WIN), a $4.8 billion market cap U.S.
Billionaire Carl Icahn Owns Over 9% of Nuance Communications Inc. (NUAN)
Billionaire activist Carl Icahn has had a quite busy year, from taking a large stake in Transocean LTD (NYSE:RIG) to a charged confrontation with Bill Ackman on CNBC.
Billionaire Steve Cohen Thinks SUPERVALU INC. (SVU) Is Just That
According to a filing with the SEC, SAC Capital Advisors, managed by billionaire Steve Cohen and his investment team, owns nearly 11 million shares of SUPERVALU INC.
SandRidge Energy Inc. (SD): Billionaire Leon Cooperman’s Small Cap Picks
The most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year, according to our work analyzing our database of 13F filings...
Corsair Capital Management Owns 5.6% of Wausau Paper Corp. (WPP)
A 13G filed with the SEC has reported that Corsair Capital Management, which is managed by Jay Petschek and Steven Major, owns 2.8 million shares of $530 million market cap paper...
Delphi Automotive PLC (DLPH), Herbalife Ltd. (HLF): Billionaire Dan Loeb’s High Upside Potential Picks
One way to quantitatively measure a stock’s upside potential is with the PEG ratio, which incorporates both the P/E multiple and analyst consensus estimates of earnings growth...
Senator Investment Group Makes Big Investment In International Paper
Senator Investment Group, a hedge fund managed by Doug Silverman, has disclosed a position of over 23 million shares in International Paper Company (NYSE:IP).
Will HP Continue its 2013 Dominance?
A nearly 60% rally year to date hasn’t been of much help to long-term investors in Hewlett-Packard Company (NYSE:HPQ) with the stock still down over 50% from its levels in early...
Are The Dollar Stores Better Buys than Target Corporation (TGT) and Wal-Mart Stores, Inc. (WMT)?
Dollar stores such as Dollar Tree, Inc. (NASDAQ:DLTR), Dollar General Corp. (NYSE:DG), and Family Dollar Stores, Inc.
Is DuPont a Good Stock to Buy?
E I DuPont De Nemours And Co (NYSE:DD) has fallen 8% in the last year against a rising market.
Billionaire Andreas Halvorsen’s High Upside Potential Stocks Include Citigroup
We track 13F filings from hedge funds and other notable investors for a variety of purposes.
Renaissance Technologies 3.5% Yield and Higher Picks Include Intel
Renaissance Technologies is one of the most successful hedge funds in recent history if not the most successful, with founder Jim Simons’ net worth estimated at over $10 billion...
Billionaire Kerr Neilson’s Tech Picks Include Google Inc (GOOG)
We track hedge fund activity in our database of 13F filings, the most recent round of which disclosed many of each fund’s long equity positions in U.S.
Warren Buffett’s High Upside Potential Picks Include GM
In mid February, Warren Buffett’s Berkshire Hathaway filed its 13F with the SEC, disclosing many of its long equity positions as of the end of December 2012.
Don’t Buy Las Vegas Sands Right Now- Or Its Peers
Las Vegas Sands Corp. (NYSE:LVS) has risen 16% year to date, though the stock is down from its levels a year ago while the S&P 500 is up 11%.
Ken Heebner’s 3% Yield and Higher Picks Include Herbalife (HLF)
We track 13F filings from hedge funds and other notable investors; the most recent round of filings disclosed many long equity positions as of the end of December.
Billionaire Leon Cooperman’s High Upside Potential Picks Include Express Scripts
One way to estimate a stock’s upside potential is by looking for a low PEG ratio, which incorporates both the P/E multiple and analyst expectations for earnings growth.
Insiders Have Bought Continental, Marsh & McLennan, and More
While insider selling is often not very informative- insiders in fact face a powerful economic incentive to diversify their wealth away from the same company which employs them...
Insider Buying at Marsh McLennan
Lloyd Yates, a member of Marsh & McLennan Companies, Inc.
Cliff Asness’s Cheap Stock Picks Include Apple Inc. (AAPL)
There are several ways for retail investors to use the information in quarterly 13F filings from hedge funds for their own gain.
Billionaire Ken Griffin’s Dividend Picks Include McDonald’s
Ken Griffin officially founded Citadel Investment Group in 1990 after years of trading options (including in his college dorm room) and has since become a billionaire.
Billionaire Stephen Mandel’s High Upside Potential Picks Include Michael Kors
One way to measure a stock’s upside potential is with the PEG ratio; though this metric is dependent on analyst expectations for future earnings growth, it is at least one way...
Hedge Funds Have Bought Yelp, SandRidge, and More
Six to seven weeks after the end of each quarter, hedge funds file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter.
Billionaire Steve Cohen Buying More Coal at Walter Energy
According to a 13G filed with the SEC, billionaire Steve Cohen’s SAC Capital Advisors recently owned 3.3 million shares of Walter Energy, Inc.
Mark McGoldrick’s Mount Kellett Boosts Its Stake in SandRidge Energy Inc. (SD)
At the beginning of January, SandRidge Energy Inc.
Steadfast Over 5% of Yelp Again
In October, we reported that Robert Pitts’ Steadfast Capital Management had acquired over 5% of the outstanding shares of Yelp Inc (NYSE:YELP) according to a 13G filed with ...
Billionaire Stanley Druckenmiller’s Dividend Stocks Include Merck
We track 13F filings from hedge funds and other notable investors for a variety of purposes.
Billionaire James Dinan’s High Upside Potential Picks Include Apple Inc. (AAPL)
We primarily track 13F filings from hedge funds and other notable investors as part of our work researching investments strategies (for example, we have found that the most popular...
Hedge Fund Renaissance Technologies’ Tech Picks Include Qualcomm
Renaissance Technologies, founded by Jim Simons, has been one of the most successful investment funds in history and has made Simons a multi-billionaire.
Tiger Global’s High Upside Potential Stocks Include Apple Inc. (AAPL)
One way to measure the upside potential of a stock is with the PEG ratio, which takes into account both the traditional value metric of the price-to-earnings multiple and analyst...
Insiders Have Bought Ulta Salon, Churchill Downs, and More
Economic theory tells us that it is rational to diversify- not only one’s investments, but also among the companies responsible for one’s wealth (i.e.
Billionaire Julian Robertson’s High Upside Potential Picks Include Apple Inc. (AAPL)
We use our database of 13F filings from hedge funds and other notable investors for a variety of purposes.
Tiger Cub Philippe Laffont’s New Stock Picks Include Netflix
In February, Coatue Management- a hedge fund managed by Philippe Laffont, a former employee of legendary investor Julian Robertson’s Tiger Management- filed its 13F for the ...
Is Boeing a Good Stock to Buy?
The Boeing Company (NYSE:BA) continues to have problems with its new 787 Dreamliner aircraft, which are currently grounded pending further review of the safety of their lithium...
Is Potash Corp. Set to Grow With Global Agriculture?
The world population continues to grow, which increased the demand for agricultural products; income per person, particularly in less developed countries, also continues to grow...
Corning Is Cheap, But Is It A Buy?
We like to at least take a look at stocks which meet traditional value criteria, and Corning Incorporated (NYSE:GLW) qualifies with a trailing earnings multiple of only 11.
Is Petroleo Brasileiro Petrobras SA (ADR) (PBR) A Good Stock to Buy?
Petroleo Brasileiro Petrobras SA (NYSE:PBR) has dived in the last year, with shares falling 36%.
Is Cliffs Natural Resources Inc. (CLF) a Good Stock to Buy?
Iron ore and metallurgical coal company Cliffs Natural Resources Inc.
Is Oracle a Good Stock to Buy?
Oracle Corporation (NASDAQ:ORCL) recently reported the results from its most recent fiscal quarter, which ended in February and is the third quarter of the company’s fiscal ...
Bain Capital’s Brookside Capital Dumped Apple Inc. (AAPL) and Bought These Stocks
At the end of September, Apple Inc. (NASDAQ:AAPL) was the largest holding by market value in Brookside Capital’s portfolio.
Billionaire Stanley Druckenmiller’s Healthcare Picks Include Pfizer
Six to seven weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC to disclose many of their long equity positions as of the end of...
Billionaire T. Boone Pickens’ High Upside Potential Picks Include Transocean
We track 13F filings from hedge funds and other notable investors, such as billionaire oilman T. Boone Pickens.
Billionaire George Soros’s High Upside Potential Picks Include Apple Inc. (AAPL)
One measurement of a stock’s upside potential is its PEG ratio, which corrects the price-to-earnings multiple for the analyst consensus earnings growth rate.
Billionaire Dan Loeb Dumped Apple Inc. (AAPL) And Bought This Tech Stock
By analyzing 13F filings from hedge funds and other notable investors in our database, we can develop investment strategies; for example, we have found that the most popular small...
Billionaire David Einhorn’s High Upside Potential Stocks Include Apple Inc. (AAPL)
Analyst forecasts aren’t always correct, but the PEG ratio- which puts a stock’s P/E multiple in the context of its expected growth rate- is at least one way to screen for...
