Hedge Fund Pine River Capital Management Is Having A Great Year
By tracking 13F filings from hedge funds and other notable investors, and then looking at how the prices of the stocks that they owned have changed over the course of a quarter...
Author Archive - Matt Doiron
Billionaire Julian Robertson Looks (Moderately) Bullish Right Now
Billionaire Julian Robertson’s Tiger Management was one of the best-known hedge funds, both for its investing success and for its ability to spawn “Tiger Cubs”- employees...
Litespeed Management Is Having A Great 2012
By tracking hedge fund holdings, and observing changes in prices of the stocks they own over time, we can approximate hedge fund performance.
Insiders Have Bought These Stocks Recently
We monitor insider purchases by company officers and Board members because statistically these purchases tend to be associated with higher returns (see our discussion of studies...
A Big Insider Buy at BlackRock
Recent filings with the SEC have disclosed that between his direct holdings and indirect forms of ownership such as a controlled LLC and a trust, BlackRock, Inc.
Why Is Lam Research Jim Cramer’s Favorite Tech Stock?
Recently, we looked at the largest technology stock positions owned by Jim Cramer’s charitable trust (read our quick take on Jim Cramer's tech stock picks).
So Far, So Okay For Yahoo’s New CEO
It’s still early in her tenure but Marissa Mayer, new CEO of Yahoo! Inc. (NASDAQ:YHOO), isn’t doing badly so far.
New Top Stock Picks from Navellier & Associates
Louis Navellier founded Navellier & Associates in 1980 and is primarily a growth investor, preferring to invest in growing companies with good fundamentals.
Apple Inc (AAPL) and Jim Cramer’s Other Tech Picks
Apple Inc (NASDAQ:AAPL) is many investors' favorite stock. Jim Cramer has been a long time Apple Inc (NASDAQ:AAPL) fan.
Is Now A Good Time to Buy Cisco?
Cisco Systems, Inc. (NASDAQ:CSCO)’s fiscal year ended in July, with the company issuing its annual report in September.
Is Freeport McMoRan A Good Value After Lower Earnings?
Freeport-McMoRan Copper & Gold Inc. (NYSE:FCX) reported a weak third quarter today, with copper sales volumes declining 3% and the company’s overall revenues falling by 15%.
Hedge Fund Manager John Griffin Bought This Stock
According to a 13G filed with the SEC, Blue Ridge Capital has acquired a total of 6.7 million shares of Owens Corning (NYSE:OC).
Is AIG Still A Good Value?
In late August, we suggested that the consensus among hedge fund managers that American International Group, Inc.
Is Teva Pharmaceutical Industries A Good Stock to Buy?
Teva Pharmaceutical Industries Ltd (NYSE:TEVA)’s business has been doing well so far in 2012.
Is David Einhorn In More Trouble At Marvell?
During the second quarter, billionaire David Einhorn’s Greenlight Capital bought 7.2 million shares of Marvell Technology Group Ltd.
Google Inc (GOOG), Facebook (FB): Is The New Millennium Over?
Facebook Inc (NASDAQ:FB) has fallen 50% from its IPO price. Zynga is doing even worse, and might not be able to survive as an independent company.
Hedge Funds Bought These Stocks Recently
We like to track hedge fund activity and use the stocks that funds and other notable investors are buying as a screen for potential stock picks.
Diamond Hill Capital’s Top Stock Picks
Diamond Hill Capital, managed by Ric Dillon, has filed its 13F with the SEC for the third quarter of 2012.
Berkshire Buys More DaVita
Warren Buffett’s Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) has continued buying shares of DaVita Inc.
Is Parker-Hannifin A Buy After Earnings?
Parker-Hannifin Corporation (NYSE:PH) dropped about 7% after its report for the third quarter of 2012 came in below analyst expectations.
A Board Member At This Big Bank Is Buying
Wells Fargo & Company (NYSE:WFC) is only up about 1% in the last three months, even as the S&P 500 has risen 5% and some bank stocks are even higher (Bank of America Corp (NYSE...
Prem Watsa Really Likes Resolute Forest Products
At the end of June, Prem Watsa’s Fairfax Financial Holdings reported 18.5 million shares of Resolute Forest Products Inc (NYSE:RFP) in its 13F portfolio.
Is Google Inc (GOOG) A Screaming Buy After The Earnings Miss?
Google Inc (NASDAQ:GOOG)’s early release of its earnings stunned the financial community when it turned out that the pan-technology company had earnings per share come in 15...
Should You Buy Stanley Black & Decker After Earnings?
Stanley Black & Decker, Inc. (NYSE:SWK) missed earnings and revenue estimates in its third quarter report released on October 17th.
Kensico Nabs a Board Seat At WebMD
Kensico Capital Management owned 5.7 million shares of WebMD Health Corp. (NASDAQ:WBMD) at the end of June (find more stocks Kensico owned).
We Say It’s Time To Take Profits At Bank of America
Bank of America Corp (NYSE:BAC) is up 70% so far this year.
Steven Cohen Approves of the Plains Offshore Deal
In September, Plains Exploration & Production Company (NYSE:PXP) announced a significant transition in the company’s strategy.
Is Lennar The Best Way to Profit From Homebuilding?
Fiscal cliff? Hard landing in China? Tell that to the American consumer.
Is Taco Bell Carrying Yum Higher After All?
One critical argument in David Einhorn’s short recommendation of Chipotle Mexican Grill, Inc.
Is Discover A Better Stock Than Visa And Mastercard?
Credit card stocks have been on a roll so far in 2012. Visa Inc (NYSE:V) is up about 35%, and Mastercard Inc (NYSE:MA) has increased in value by about 25%.
Is Intel Surviving the PC Decline?
With PC sales falling (market researchers have estimated an 8% drop over the last year, we certainly wouldn’t say it’s a good time to be Intel Corporation (NASDAQ:INTC).
Insiders Bought These Underperforming Stocks Like Best Buy
It’s hard to tell when a stock that has been in free fall for some time is about to stabilize.
Should You Buy Annaly Capital Management?
A 12.8% dividend yield! That’s the most obvious appeal at Annaly Capital Management, Inc.
Is CSX a Good Investment at the Moment?
CSX Corporation (NYSE:CSX), a $22 billion market cap railroad with a focus on the eastern U.S., reported its third quarter results this week.
Is IBM a Good Value Play?
International Business Machines Corp. (NYSE:IBM) disappointed the investment community on October 16th when the company announced its results for the third quarter.
Insiders Bought These Stocks Recently
We like to track purchases by company insiders and investors with large positions in the stock.
General Motors and Four Other Value Stocks Insiders Love
Insider purchases tend to be bullish signs for a company, and we like to look for factors which can narrow the universe of stocks bought by insiders further.
Is Facebook Inc (FB) a Good Investment Right Now?
After the market laughed off its IPO price of $38 per share, Facebook Inc (NASDAQ:FB) hit $20 in early August and has generally traded between $17 and $23 ever since.
Five Stable Income Stocks That Insiders Like
Sometimes, dividend yields can look attractive because the company’s stock price has dropped; this can be a concern if the lower stock price is tied to poorer business performance...
An Insider Bought At This Regional Bank
Bruce Hague, who serves as President of National Commercial Banking at PrivateBancorp Inc (NASDAQ:PVTB), bought 4,000 shares of the company’s stock on October 11th at an average...
Is BP a Good Stock to Buy?
Yes, we know that the general public is still sour on BP plc (NYSE:BP) more than two years after the Deepwater Horizon accident, and that investor sentiment towards the company...
Generation Investment Management Bought This Stock
During the second quarter, Generation Investment Management initiated a position in Msci Inc (NYSE:MSCI), a software company whose products are used for investment performance...
Is Ford a Good Stock to Buy?
Consumers supposedly have a better impression of Ford Motor Company (NYSE:F) than of rival General Motors Company (NYSE:GM), but that relative advantage isn’t translating into...
Insiders Are Buying These Stocks, Shorts Are Selling, Who’s Right?
We like to follow insider purchasing activity as it tends to be a bullish sign for a stock.
Insiders Have Bought These Five Income Stocks
A number of investors find high dividend yields attractive, either because they like the commitment to shareholder value that high dividends represent or because they are investing...
Is DuPont a Good Stock to Buy?
Diversified company E I DuPont De Nemours and Co (NYSE:DD) is best known for its performance chemicals and other materials that are used for industrial purposes, but it also provides...
A Board Member is Bullish About This Stock
Michael Armstrong, a Board member at IHS Inc. (NYSE:IHS) directly purchased 5,550 shares of the company’s stock on October 10th at an average price of $89.96.
