Billionaire Paul Tudor Jones’ Shakeups: Apple Inc. (AAPL), Lowe’s Companies, Inc. (LOW), Walgreen Company (WAG)

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Other notable additions to Tudor’s portfolio includes CA, Inc. (NASDAQ:CA) and eBay Inc (NASDAQ:EBAY) . CA became Tudor’s 18th largest holding and eBay its 23rd. CA is an independent enterprise information technology (IT) management solutions company that is increasing its cloud exposure. IDC has even declared CA as the market leader in cloud systems management. CA is also adopting an acquisition strategy to further break into cloud computing, and this includes the recent acquisition of Arcot Systems.

eBay is one of the largest online retailers in the world, and one that has been witnessing an impressive turnaround in its marketplace (auction) segment (check out eBay’s SOTP valuation). As well, eBay’s payments segment is showing growth, including its recent agreement with Discover.

Both the marketplace and payments segments have grown sequentially in each of the last eight quarters. The other big initiative for eBay is its push to mobile, which includes mobile apps and its acquisition of RedLaser, a bar-code scanning app for the iPhone. ABI Research believes that the mobile commerce market doubled in 2011, and expects the segment to grow to over 24% of total e-commerce sales by 2017, and I believe that eBay will be at the forefront of this market, with both its mobile-focused auction marketplace and PayPal.

Don’t be fooled

Billionaire Paul Tudor Jones has the tech giant, Apple Inc. (NASDAQ:AAPL), as its top tech pick, where the company may well be undervalued. As well, Tudor has made a number of new additions to its portfolio, from pharma companies to home improvement retailers, both (Walgreen and Lowe’s) should be solid bets for the future.

Tudor also likes eBay, which I like given its PayPal segment. Finally, Tudor’s lesser known pick includes CA, which is a play on a rebounding tech-budget for businesses, and should perform nicely as cloud computing gains strength.

The article Billionaire Paul Tudor Jones Shakeups originally appeared on Fool.com and is written by Marshall Hargrave.

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