Polycom Inc (PLCM), Youku Tudou Inc (ADR) (YOKU) Among Hedge Fund Manager Lee Ainslie’s Small Cap Picks

Polycom Inc (NASDAQ:PLCM), a video, voice, and content conferencing solutions company, was another of Maverick’s small cap picks. Polycom Inc (NASDAQ:PLCM),’s stock price is down 24% in the last year, and both sales and net income have been down going by recent reports. The sell-side expects the company to recover, and in fact the forward P/E is only 13, but we would be wary considering the business’s recent performance. Omega Advisors, managed by billionaire Leon Cooperman, increased its holdings of Polycom Inc (NASDAQ:PLCM), by 46% between October and December to a total of 5.7 million shares (research more stocks Cooperman was buying).