Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Multi-Billion Dollar Hedge Fund’s Top Picks for 2013: First American Financial Corp (FAF), Interpublic Group of Companies Inc (IPG)

…but when you consider how financial services stocks have been doing as a result of the recent gains in the Dow and NASDAQ, Lazard might be able to ride the wave along with the rest of the crowd and break the $37.55 mark.

Jones Lang LaSalle Inc (NYSE:JLL) is No. 4 on Ariel Investments’s list.  Although the business calls itself a financial and professional services firm, it is more commonly known as a real-estate management and investment business with holdings across the globe.  As investors look for higher yields than those currently offered in the U.S. bond market, they are dipping their toes (ever so conservatively, however) back in real-estate stocks. Because of Jones Lang’s global positioning, the stock is doing remarkably well, outperforming both the S&P 500 and DJIA, and has recently seen a great deal of insider buying activity.  Analysts are recommending a buy in this stock with an upside of $101.60, with shares last around $99.80.

Last but not least is Gannett Co., Inc. (NYSE:GCI) at No. 5. Rogers sliced his position in the media giant by more than 15% from the second quarter of 2012, but this is clearly not reflective of the performance of Gannett since the start of the year. Better-than-expected earnings and the recent acquisition of 10Best.com has elevated this stock to a 3-year high of $21.59, and there seems to be further upside potential in respect of strong technical indicators along with analysts’ buy recommendation. Although revenue growth has become stagnant over the past several years, the stock is still priced cheaply to earnings and its book value.

Hedge funds’ favorite picks are always good to watch, and John W. Rogers’s “fab five” is no exception.

Click here to learn more about Insider Monkey’s Hedge Fund Newsletter

Insider Monkey’s small-cap strategy returned 29.2% between September 2012 and February 2013 versus 8.7% for the S&P 500 index. Try it now by clicking the link above.

Disclosure: none

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading...