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Google Inc (GOOG), Lennar Corporation (LEN): Billionaire Stanley Druckenmiller’s Big 5

In fifth is Druckenmiller’s other pharma bet, Eli Lilly & Co. (NYSE:LLY) , making up 5.4% of Duquesne’s portfolio. Eli is one of the leading producers of prescription drugs. Eli Lilly & Co. (NYSE:LLY) posted first quarter EPS of $1.14, compared to $0.92 for the same period last year, and blowing past consensus of $1.05.

However, 2012 volumes are expected to see a decline due to Zyprexa antipsychotic, which lost U.S. patent protection in late 2011, but there should be an offset with strength in Cymbalta antidepressant and Alimta oncology.

Notable initiatives for Eli Lilly include the development of two drugs: ramucirumab for stomach cancer and empagliflozin for type 2 diabetes. The firm also has three more Phase 3 (final stage) assets to be submitted to the FDA for regulatory approval later this year. Eli Lilly & Co. (NYSE:LLY) has a total of 59 projects in its pipeline. Like Druckenmiller, billionaire Jim Simons is a big fan of pharma. Simons is the top hedge fund owner by shares of Eli Lilly & Co. (NYSE:LLY) (check out Simons’ bullish bets).

The tech bet
The tech giant, Google Inc (NASDAQ:GOOG), is Druckenmiller’s fourth-largest stock holding and makes up 5.8% of his portfolio. Revenues are expected to be up 15% in 2013 and then 16% in 2014, thanks to tailwinds from the Motorola purchase and further diffusion of its Android mobile OS.
Google Inc (NASDAQ:GOOG) I/O, its annual developer conference, revealed some key announcements for Google Inc (NASDAQ:GOOG) users. These include the introduction of a music subscription service, updates to Chrome browser, improvements to Google+, next-gen Maps, and of course there was tons of buzz surrounding Google Inc (NASDAQ:GOOG) Glass, which will be available in 2014 and could be a game changer.
There is still strength in Google Inc (NASDAQ:GOOG) ‘s core business, with search and advertising revenues expected to grow 20% in 2013 and 18% in 2014, due to growth in display advertising. Despite being up 50% over the past twelve months, Google Inc (NASDAQ:GOOG) also appears to be trading cheaply. Google trades at five times sales, compared to Baidu’s 8.6 times and Yandex’s 7.8 times.  Google Inc (NASDAQ:GOOG) is billionaire Stephen Mandel’s second-largest stock holding (check out Mandel’s top stocks).
The bottom line
Billionaire Druckenmiller loves housing and pharma, with a little tech mixed in. Both of his drug makers pay a solid dividend yield, with Pfizer Inc. (NYSE:PFE) paying 3.4% and Eli 3.67%. Meanwhile, both of the homebuilders should also perform well on the rebound in housing. I think the bets on pharma and housing are solid. I also believe that Google is worth checking out.

Marshall Hargrave has no position in any stocks mentioned. The Motley Fool recommends Google. The Motley Fool owns shares of Google. Marshall is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

The article Billionaire Stanley Druckenmiller’s Big 5 originally appeared on is written by Marshall Hargrave.

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