Stephen Mandel vs. John Armitage: Who is Copying Whom?
After collating the 13F filings submitted by hedge funds for the period ended March 31, 2015, a lot of details have been unearthed, some of which cannot......(read more)
Posts Tagged ‘Egerton Capital Limited’
Apple Inc. (AAPL), Southwest Airlines Co (LUV), McGraw Hill Financial Inc (MHFI): Egerton Capital’s Top Stock Picks
Egerton Capital Limited, led by John Armitage, recently filed its 13F with the U.S. Securities and Exchange Commission for the reporting period of March......(read more)
Baidu Inc (ADR) (BIDU), Cognizant Technology Solutions Corp (CTSH), Valeant Pharmaceuticals Intl Inc (VRX): Stephen Mandel’s Top Three Stock Picks
Stephen Mandel’s Lone Pine Capital has revealed for the second quarter a portfolio of 67 companies worth $24.7 billion. The value of all holdings increased......(read more)
Stay Away From These Warren Buffett Stocks
In looking through the historical 13F filings of Warren Buffett’s Berkshire Hathaway, we calculate that his mid-cap stock picks (those with market caps......(read more)
Hedge Funds Are Betting On Fiserv, Inc. (FISV)
Is Fiserv, Inc. (NASDAQ:FISV) a good investment? To the average investor, there are tons of metrics shareholders can use to watch stocks. Some of the......(read more)
Hedge Funds Are Selling Mondelez International Inc (MDLZ)
Is Mondelez International Inc (NASDAQ:MDLZ) a good investment? In the financial world, there are tons of indicators market participants can use to analyze......(read more)
Hedge Funds Are Dumping Yandex NV (YNDX)
To the average investor, there are many methods investors can use to analyze Mr. Market. A couple of the best are hedge fund and insider trading activity......(read more)
Hedge Funds Aren’t Crazy About Williams-Sonoma, Inc. (WSM) Anymore
To the average investor, there are a multitude of indicators investors can use to monitor their holdings. A duo of the most innovative are hedge fund......(read more)
Do Hedge Funds and Insiders Love WESCO International, Inc. (WCC)?
In the 21st century investor’s toolkit, there are many methods shareholders can use to watch the equity markets. Some of the most under-the-radar are......(read more)
Is AutoNation, Inc. (AN) Going to Burn These Hedge Funds?
In the financial world, there are many indicators investors can use to monitor stocks. Two of the most under-the-radar are hedge fund and insider trading......(read more)
Is Signet Jewelers Ltd. (SIG) Going to Burn These Hedge Funds?
Is Signet Jewelers Ltd. (NYSE:SIG) a buy? In the eyes of many traders, hedge funds are perceived as delayed, old investment tools of a period lost to......(read more)
Norfolk Southern Corp. (NSC): Hedge Funds Aren’t Crazy About It, Insider Sentiment Unchanged
Norfolk Southern Corp. (NYSE:NSC) investors: listen up. In the financial world, there are plenty of metrics investors can use to track stocks. A couple......(read more)
Hedge Funds Are Buying Comcast Corporation (CMCSA)
Despite its sometimes spotty reputation with customer service, Comcast Corporation (NASDAQ:CMCSA) is still one heck of a business. Hedge funds sure think......(read more)
The Walt Disney Company (DIS): Hedge Funds Don’t Wanna Go To Disneyworld Anymore
In an investment analysis of The Walt Disney Company (NYSE:DIS), the Disneyworld puns will never stop. So, we apologize for that in advance, but the......(read more)
What Hedge Funds Think About NIKE, Inc. (NKE)
NIKE, Inc. (NYSE:NKE) is a stalwart in many investors’ equity portfolios. So how are the clothing and shoe giant’s richest investors trading......(read more)
Visa Inc (V)’s Still A Buy. Recognize.
Visa Inc (NYSE:V) has experienced some drama of late, but a select group of investors you need to watch think that there’s more gains in store.......(read more)
This Metric Says You Are Smart to Sell News Corp (NWSA)
Is it smart to sell News Corp (NASDAQ:NWSA), a stock that has been essentially flat since the start of the year? In the 21st century investor’s toolkit......(read more)
Nearly 50 Top-Tier Hedge Funds Hold United Rentals, Inc. (URI)
United Rentals, Inc. (NYSE:URI) is a beast. You know it, we know it. Heck, some URI investors knew about the gains before they happened. How are hedge......(read more)
Who’s Still Crazy About Google Inc (GOOG)?
Is Google Inc (NASDAQ:GOOG) a buy, sell, or hold? The smart money is turning bullish. The number of long hedge fund bets improved by 11 in recent months......(read more)
Hedge Funds Are Buying Comcast Corporation (CMCSA)
Comcast Corporation (NASDAQ:CMCSA) was in 55 hedge funds’ portfolio at the end of the first quarter of 2013. CMCSA investors should be aware of......(read more)
American Express Company (AXP): Hedge Funds Are Bearish and Insiders Are Bullish, What Should You Do?
American Express Company (NYSE:AXP) has experienced a decrease in activity from the world’s largest hedge funds of late. According to most market......(read more)
Should You Buy Mondelez International Inc (MDLZ)?
Mondelez International Inc (NASDAQ:MDLZ) investors should pay attention to an increase in activity from the world’s largest hedge funds recently......(read more)
Hedge Funds Are Crazy About Google Inc (GOOG)
Google Inc (NASDAQ:GOOG) has experienced an increase in activity from the world’s largest hedge funds in recent months. In today’s marketplace......(read more)
Here is What Hedge Funds Think About Autoliv Inc. (ALV) – Lear Corporation (LEA), BorgWarner Inc. (BWA)
Autoliv Inc. (NYSE:ALV) was in 10 hedge funds’ portfolio at the end of the fourth quarter of 2012. ALV has experienced a decrease in enthusiasm......(read more)
This Metric Says You Are Smart to Sell The Walt Disney Company (NYSE:DIS)
The Walt Disney Company (NYSE:DIS) investors should pay attention to a decrease in hedge fund sentiment in recent months. To the average investor, there......(read more)
Should You Avoid Williams-Sonoma, Inc. (NYSE:WSM)?
Is Williams-Sonoma, Inc. (NYSE:WSM) a buy here? Prominent investors are getting less optimistic. The number of long hedge fund positions fell by 6 lately......(read more)
Signet Jewelers Ltd. (NYSE:SIG): Are Hedge Funds Right About This Stock?
Signet Jewelers Ltd. (NYSE:SIG) was in 25 hedge funds’ portfolio at the end of the fourth quarter of 2012. SIG has experienced a decrease in hedge......(read more)
Which Hedge Funds Are Playing The Weather?
Agricultural commodities can be strong in both the short and long run, and are currently being driven by a rash of bad weather. This comes at a stark......(read more)
