Las Vegas Sands Corp. (LVS), EMC Corporation (EMC)…$22.5 Billion Hedge Fund Bullish On These Stocks

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At number four is Comcast Corporation (NASDAQ:CMCSA) in which Viking took a very sizeable 4.2 million share-position currently valued at $157 million. The acquisition of NBC Universal helped diversify Comcast Corporation (NASDAQ:CMCSA) from being just a cable company to a global media and technology company.  Recent earnings improved 12% and, with a reduction in the percentage of sales devoted to cost, Comcast’s bottom line improved 47% from 2011.  In addition, the stock is priced at 2.1x book value versus the rest of the sector at 4.3x.

Finally, there is EMC Corporation (NYSE:EMC) at number five.  EMC Corporation (NYSE:EMC) has had a tough year and is currently trading down by 11% since the start of 2013. Instead of paying dividends, EMC Corporation (NYSE:EMC) has been using its free cash to buy remaining shares in VMware, Inc. (NYSE:VMW) in order to capitalize on the demand for cloud computing.  It currently owns 80% of VMware, Inc. (NYSE:VMW). Equally important is EMC Corporation (NYSE:EMC)’s ability to contain costs in order to maintain consistent growth in its bottom line.  For the 4Q of 2012, the percentage of sales dedicated to costs fell 1.5% to 37.3%.

There is certainly no pattern to the selection of these five stocks as they come from sectors as diverse as technology, communications and healthcare.  And though some haven’t performed as well as can be hoped, their underlying fundamentals should translate into long-term growth potential. Out of this top five, Alexion, Las Vegas Sands Corp. (NYSE:LVS), Autozone, Comcast and EMC Corporation (NYSE:EMC) each offer a good play in one of the three “realms” of value, growth and income. Viking Global is certainly a hedge fund worth watching; continue to do so here.

Disclosure: none

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