Sprott Asset Management’s Top Stock Picks for 2013
Sprott Asset Management, managed by Eric Sprott, invests most of its capital in basic materials companies, including many precious metals miners.
Author Archive - Matt Doiron
Hedge Funds Bought Starz and More
Hedge funds and other major investors shouldn’t be followed blindly, but we think that it can be useful to see what stocks these investment managers like and treat them as suggestions...
Iridian Asset Management Owns 6% of W.R. Grace
A 13G filed with the SEC has disclosed that Iridian Asset Management, a special situations fund managed by David Cohen and Harold Levy, now owns 4.5 million shares of W.R.
$17 Billion Columbus Circle’s Stock Picks Include Apple Inc. (AAPL)
Columbus Circle Investors is an asset manager with total assets under management of $17 billion (including $1 billion in its hedge funds strategies).
Four Services Stocks Insiders Love Including Western Union
Economic theory posits diversification as one of the key principles on investing.
Hedge Fund Manager Edgar Wachenheim’s Top Picks for 2013
13F filings are released several weeks after the end of a quarter and disclose many of the long equity positions held by a hedge fund or other major investor.
Informatica’s Chief Marketing Officer Bought 4,000 Shares
According to a filing with the SEC, Informatica Corporation (NASDAQ:INFA) Chief Marketing Officer Margaret Breya bought 4,000 shares of the company’s stock on January 29th at...
Ric Dillon and Diamond Hill Capital’s Stock Picks for 2013
Diamond Hill Capital, a fund managed by Ric Dillon and his team, has filed their 13F for the end of December.
Insiders are Crazy About These 5 Stocks
Studies show that stocks bought by insiders tend to beat the market, though the effect is generally very small. The best results come from consensus insider purchases.
Hedge Fund Manager Tom Russo’s Top Stock Picks for 2013
Hedge funds and other major investors are required to publicly file 13F filings within six to seven weeks after the end of a quarter.
A Board Member Bought Shares of JPMorgan Chase
According to a filing with the SEC, Timothy Flynn, a member of the Board of Directors at JPMorgan Chase & Co.
Alcoa, AK Steel, and More Basic Materials Stocks Insiders Love
Insiders should be very hesitant to buy more stock in the company.
Multiple Insiders Have Bought Finance and Insurance Companies Including Citigroup
Insider purchases tend to be bullish signals (read more about insider trading) and consensus insider purchases- when multiple insiders buy the stock within a fairly short time...
Insiders Are Buying These High Dividend Stocks
We track insider purchases because stocks bought by insiders tend to outperform market indices (see our analysis of studies on insider trading).
Is Wal-Mart a Good Stock to Buy?
Wal-Mart Stores, Inc. (NYSE:WMT) has been a good example of a long-term stock pick, rising 36% in the last five years despite the financial crisis and recession.
Hedge Fund Egerton Capital’s Top Stock Picks Include Visa and Disney
Egerton Capital, a hedge fund managed by John Armitage, has filed its 13F for the end of December.
Multiple Insiders Have Bought Valeant and These Healthcare Stocks
Stocks bought by insiders tend to outperform the market, and the effect is particularly strong when multiple insiders are buying (learn more about studies on insider trading).
Multiple Insiders Have Bought Regis, GNC, and More
While we keep track of insider purchases in general, we are particularly interested in stocks that multiple insiders have been buying in a recent period.
Insiders Bought Bank of America, TD Ameritrade, and More
Investors cannot mimic every insider purchase, but they can use the knowledge that stocks bought by insiders tend to narrowly outperform the market on average (learn more about...
A TD Ameritrade Insider Bought the Stock
Kerry Peacock, who sits on the Board of Directors at TD Ameritrade Holding Corp.
Billionaire David Harding’s Most Promising Stock Picks
The most popular small cap picks among hedge funds have an average alpha of 120 basis points per month, according to our analysis, and between September and December a portfolio...
5 Energy Stocks Insiders Love
Insiders should be very reluctant to buy more shares of their company’s stock, since it leaves them more exposed to company-specific events and the principles of diversification...
Cypress Semiconductor’s CFO Bought Shares
Brad Buss, the CFO of Cyprus Semiconductor Corporation (NASDAQ:CY), purchased 10,000 shares of the company’s stock on January 25th at an average price of $9.97 per share.
Is Halliburton a Good Stock to Buy After Earnings?
Halliburton Company (NYSE:HAL) reported its results for the fourth quarter of 2012 on January 25th.
Hedge Funds Have Bought Transocean, Wendy’s, and More
Shortly after taking a 5% position in a stock or making a significant change to a large position, hedge funds and other institutions are required to publicly disclose the ownership...
An Insider Bought $230,000 Worth of Bank of America
Bank of America Corp (NYSE:BAC) Board member David Yost directly purchased 20,000 shares of the company’s stock on January 24th at an average price of $11.53, according to a...
Billionaire Stanley Druckenmiller’s Cheap Stock Picks
Price-to-earnings multiples are crude metrics, but are still at the core of many value investing approached because they concisely put a company’s market valuation in the context...
Billionaire Howard Marks’ Most Promising Stock Picks
Some of the most valuable information from hedge funds and other notable investors comes in the form of the small-cap and mid-cap stocks which they own.
Horizon Kinetics Owns 6% of Wendy’s
Murray Stahl’s Horizon Kinetics has reported a position of over 23 million shares in The Wendy’s Company (NASDAQ:WEN), giving it ownership of 6% of the company.
A Board Member Bought About $50,000 Worth of IHS
According to a Form 4 filed with the SEC, Jean-Paul Montupet, a Board member at IHS Inc.
A Natural Resource Partners Insider Likes Coal and Dividends
A business connected to Natural Resource Partners LP (NYSE:NRP) Board member Christopher Cline purchased almost 760,000 shares from the company for $15 million (which comes out...
Hedge Funds Bought Yelp, Dreamworks, and More
The most complete picture of what hedge funds and other major investors own comes in the form of 13F filings, but the drawback to this information is that it tends to be months...
Horizon Kinetics Adds Shares of DreamWorks
A filing with the SEC has disclosed that Horizon Kinetics, an asset manager run by Murray Stahl and his team, now own 9.1 million shares of Dreamworks Animation Skg Inc (NASDAQ...
Billionaire Ken Griffin Goes Shopping for Express Shares
Citadel Investment Group, a large hedge fund managed by billionaire Ken Griffin, has reported a position of 4.8 million shares in Express, Inc.
EXCLUSIVE Tom Gayner Interview
Earlier in January we spoke with Tom Gayner of Markel. Read on for his thoughts on the investment process, what books investors should read, some of his favorite asset managers...
The Wild Ride Continues at Netflix, Inc. (NFLX)
$32 at the beginning of 2009. Almost $300 in July 2011. About $60 in mid November 2011, then up above $125, and below $54 at the end of July 2012.
Apple Inc. (AAPL): Cut Losses, Hold, or Double Down?
Apple Inc. (NASDAQ:AAPL) investors are in a hole today after the company’s quarterly report sent the stock down about 10%.
Billionaire Israel Englander’s Most Promising Stock Picks
Our evaluation of hedge fund returns have showed that small-cap stocks are a significant source of alpha for many funds.
An Insider Bought Dow Component UnitedHealth
A Form 4 filed with the SEC has disclosed that Rodger Lawson, a member of the Board of Directors at UnitedHealth Group Inc.
Tiger Cub Robert Karr Added To Joho Capital’s Yelp Position
Joho Capital, a hedge fund managed by Tiger Cub Robert Karr which tends to be overweight technology stocks, has reported a position of almost 1 million shares in Yelp Inc (NYSE...
Insiders Have Bought BlackRock, Adobe, and More
We’ve reviewed a number of studies on insider trading and have concluded that stocks bought by insiders narrowly outperform broader market indices (read more about studies on...
A Board Member Bought Shares of Kronos Worldwide
According to a filing with the SEC, Glenn Simmons, who serves on the Board of Directors at Kronos Worldwide, Inc.
Hedge Funds Have Bought TiVo and More
While we wait for 13F filings to reveal a more complete picture of what hedge funds and other notable investors owned at the beginning of 2013 (very few of these filings have ...
Royce Nears 6% Ownership of Seacor Holdings
According to a 13G filed with the SEC, Royce & Associates owns almost 1,250,000 shares of Seacor Holdings, Inc. (NYSE:CKH).
A Board Member Bought 5,000 Shares of Adobe
Amy Banse, who sits on the Board of Directors at Adobe Systems Incorporated (NASDAQ:ADBE), bought 5,000 shares of the stock on January 16th at an average price of $38.06.
Billionaire Ken Griffin Sets His TiVo Stake for 5.2%
Citadel Investment Group, managed by billionaire Ken Griffin, has reported a position of 6.6 million shares in TiVo Inc. (NASDAQ:TIVO).
Libra Advisors’ Top Stock Picks for 2013 Include Microsoft
Hedge funds and many other institutional investors are required to file 13Fs within six to seven weeks after the end of each quarter.
Billionaire Steve Cohen Bought This Real Estate Investment Trust
Real estate investment trusts, or REITs, are hot in the markets.
Brown Forman’s Chief Production Officer Bought The Stock
According to a filing with the SEC, Jill Jones of Brown-Forman Corporation (NYSE:BF.B) purchased about 2,100 shares on January 15th at an average price of $63.44 per share.
