Royce & Associates Likes Identification and Security Company Brady Corp
Royce & Associates recently filed a 13G which discloses that it owns 3.8 million shares of Brady Corp (NYSE:BRC), up from 3.5 million shares roughly three months ago.
Author Archive - Matt Doiron
Is Citigroup A Good Bank Stock for 2013?
After a 21% rise in the stock price in the last month, bringing it to the point where it is up 47% from a year ago, Citigroup Inc.
5 Stocks Insiders Are Buying Like Crazy
We like to track insider purchasing activity because studies show that stocks bought by insiders tend to beat the market (read more about studies on insider trading), and this...
Michael Karsch’s Top Stock Picks Include AIG
Michael Karsch, manager of Karsch Capital Management, has quite the pedigree.
Lou Simpson’s Top Stock Picks Include Berkshire Hathaway
Lou Simpson worked with Warren Buffett’s Berkshire Hathaway organization as a money manager for years before leaving Buffett in 2011; the legendary investor has praised Simpson...
Multiple Insiders Bought Shares of Markel
Our database of insider trading activity shows some recent purchases at insurance company Markel Corporation (NYSE:MKL).
Royce & Associates Owns Over 10% of Molex
Royce & Associates, a fund managed by Chuck Royce which tends to prefer investing in small-cap and mid-cap companies, has reported that it owns 8.3 million shares of Molex Incorporated...
Hedge Fund Manager Bernard Horn’s Stock Picks Include Infosys
Bernard Horn has been investing in global equities since graduating from the Massachusetts Institute of Technology’s business school in 1980.
Billionaire Louis Bacon and Jim Cramer Like AIG and More
Former hedge fund manager Jim Cramer is now one of the most widely followed market commentators, with a popular show on CNBC.
A Hedge Fund Owns Over 6% of Photronics
According to a 13G filed with the SEC, Michael Johnston’s Steelhead Partners (find more stocks Steelhead likes) owns 4.1 million shares of Photronics, Inc.
Steelhead Owns Nearly 6% of Enzon Pharmaceuticals
Steelhead Partners now owns 2.7 million shares of development-stage biotechnology company Enzon Pharmaceuticals, Inc. (NASDAQ:ENZN).
Billionaire Ken Griffin Enters The Ring At Navistar
Down 42% in the last year, and 62% in the last two years, Navistar International Corp (NYSE:NAV) continues to struggle.
Insiders Bought Genuine Parts, FutureFuel, and More
Studies show that on average stocks bought by insiders tend to outperform the broader market (learn more about studies on insider trading).
Hedge Funds Bought Take-Two And These Other Stocks
We track 13D and 13G filings by hedge funds and other notable investors because the trades reported in these filings are generally very fresh; we know that the stock has been ...
Billionaire Steve Cohen Orders More Buffalo Wild Wings
A 13G filed with the SEC has disclosed that SAC Capital Advisors, managed by billionaire Steve Cohen and his team, owns about 930,000 shares of Buffalo Wild Wings (NASDAQ:BWLD...
An Insider Bought Shares of Genuine Parts
John Holder, a Board member at auto parts company Genuine Parts Company (NYSE:GPC), bought 1,000 shares on December 31st at an average price of $63.03 per share.
Billionaire Leon Cooperman Thinks Freeport-McMoRan Has It Right
Freeport-McMoRan Copper & Gold Inc. (NYSE:FCX) took a punishing hit in the market in early December.
Billionaire Jeffrey Vinik’s Cheap Stock Picks Include Barrick Gold
Billionaire Jeffrey Vinik returned much of Vinik Asset Management’s capital to investors in 2000, but continues to invest money for family and friends.
ValueAct’s Jeffrey Ubben’s Top Stock Picks Include Adobe Systems
Jeffrey Ubben is an activist investor, but a patient one; rather than agitate for immediate change and use the media to increase pressure on management, his preferred strategy...
Don’t Expect Another 40% Rise in 2013 for Amazon.com, Inc. (AMZN)
Amazon.com, Inc. (NASDAQ:AMZN) finished 2012 up about 40% for the year.
Hedge Fund Canyon Capital’s Top Stock Picks Include Clear Channel
Canyon Capital Advisors was founded in 1990 by Josh Friedman and Mitch Julis and has since grown to $19 billion in assets under management.
Hedge Fund Manager Charles Akre’s Top Stock Picks Include Mastercard
Chuck Akre has been managing money through one vehicle or another since 1989. For some time Akre operated the FBR Focus fund before relaunching as the Akre Focus fund in 2009.
Billionaire Mario Gabelli’s Top Stock Picks Include DirecTV
Billionaire Mario Gabelli’s asset manager GAMCO Investors has beaten the S&P 500 by a little over 2% per year since inception in 1986, and his small cap picks have done even...
Hedge Fund Manager Ricky Sandler’s Top Stock Picks Include Google Inc (GOOG)
Ricky Sandler founded Eminence Capital in 1998, at the age of 30.
J.P. Morgan’s Best Ideas for 2013 Include Apple Inc. (AAPL)
Just in time for the new year, chief U.S. equities strategist at J.P. Morgan Tom Lee appeared on CNBC on December 31st to discuss the firm’s outlook for 2013.
Ridgeback Capital Owns 6% of Celldex
A 13G filing has disclosed that Ridgeback Capital, a healthcare focused hedge fund managed by Wayne Holman, has acquired a total of 3.8 million shares of Celldex Therapeutics, ...
Hedge Fund Manager Jon Jacobson’s Top Stock Picks Include JPMorgan Chase & Co. (JPM)
Highfields Capital Management was co-founded by Jonathon Jacobson and Richard Grubman in 1998.
Is Exxon Mobil A Pick for 2013?
The king of the oil majors, Exxon Mobil Corporation (NYSE:XOM), was about flat for 2012; as such it outperformed oil prices, which were down for the year.
Billionaire Steve Cohen’s High Upside Potential Stock Picks Include Apple Inc. (AAPL)
Billionaire Steve Cohen and his hedge fund SAC Capital Advisors have been in the news recently as the government investigates related hedge funds for suspicious trading activity...
Will Facebook Inc (FB) Do Better in 2013?
Very few companies will be happier to put 2012 behind them than Facebook Inc (NASDAQ:FB).
An Insider Bought Piedmont Natural Gas
According to a filing with the SEC, the spouse of Piedmont Natural Gas Company, Inc.
Billionaire Ken Griffin Is Going Grand Theft Auto at Take Two
Citadel Investment Group, which is managed by billionaire Ken Griffin, now owns 5.5 million shares of video game company Take-Two Interactive Software, Inc.
A CEO and A Board Member Bought 5.3% Yield Access Midstream
Filings with the SEC have disclosed that two insiders at Access Midstream Partners LP (NYSE:ACMP) bought the stock on December 24th.
Prem Watsa Keeps Buying Up SandRidge
It’s been a tough year for natural gas businesses.
Cedar Fair, Weatherford, and More Stocks Insiders Are Buying
Insider purchases are worth tracking because on average- though not always- stocks bought by insiders outperform the market. Read about academic studies on insider trading.
Billionaire John Paulson Hopes Delphi And These Other Stocks Meet Their Upside Potential
One way to determine a stock’s upside potential is to use the PEG ratio, which places the P/E multiple- a traditional value metric- in context with the company’s expected ...
Hedge Funds Bought Tripadvisor and More Stocks Recently
We have been tracking recent 13D and 13G filings to see some of the stocks that various hedge funds are buying to get ready for 2013- at least, those where the fund has taken ...
Tiger Global’s Tech Stock Picks Include Apple Inc. (AAPL)
One of the “Tiger Cub” hedge funds, so named because one or more founders previously worked under Julian Robertson at Tiger Management, is Tiger Global Management.
Seth Klarman’s High Upside Potential Stock Picks: Oracle (ORCL) and More
Seth Klarman, manager of the large hedge fund Baupost Group, wrote a book on investing entitled Margin of Safety in 1991.
Is Intel Corporation (INTC) a Buy for 2013?
The shift in consumer patterns away from PCs and towards smartphones and tablets has been a big trend in the last few years.
Billionaire Bruce Kovner Likes AIG and More High Upside Potential Stocks
13F filings allow investors to see some of the long equity positions owned by hedge funds and other major investors several weeks after the end of the quarter.
Billionaire Stephen Mandel Up to 5% of Tripadvisor
Tiger Cubs- those hedge fund managers who learned the tricks of the trade from Julian Robertson at Tiger Management- are really excited about travel websites.
Jim Cramer and Billionaire George Soros Agree on Apple Inc. (AAPL), AIG, and More
CNBC host Jim Cramer has a sizable following thanks to his years as a successful hedge fund manager and to his personal style.
Billionaire Ken Fisher’s High Upside Potential Stocks: Apple Inc. (AAPL) and More
Billionaire Ken Fisher’s Fisher Asset Management released its quarterly 13F filing several weeks ago, disclosing many of its long equity positions (see the list of stocks from...
Two Insiders Agree With Billionaire Dan Loeb on Weatherford
Two company officers at oil and gas equipment and services company Weatherford International Ltd (NYSE:WFT) have bought shares since the middle of December.
A Hedge Fund Really Likes Allscripts Healthcare
At the end of September, Healthcor Management’s largest 13F position by market value was its 14 million shares of Allscripts Healthcare Solutions Inc (NASDAQ:MDRX) (check out...
Glenview Now Above 13% of Health Management Associates
A filing with the SEC has disclosed that Glenview Capital now owns close to 34 million shares of Health Management Associates, Inc.
Regis, KB Home, and More Stocks Hedge Funds are Buying
13F filings provide the most complete picture of hedge fund portfolios, and they are certainly worth keeping track of, but they are limited in that they are only released once...
Apple Inc. (AAPL) and More High Upside Potential Stocks from Billionaire Julian Robertson
Julian Robertson, formerly of Tiger Management, is a legend in the hedge fund community for his fund’s excellent performance (which made him a billionaire) and for Robertson...
Cedar Fair’s COO Bought More Shares
Richard Zimmerman, the Chief Operating Officer of Cedar Fair, L.P.
