Weitz Investment Looks to Visa (V), Amazon (AMZN), Others for Big Returns After Subpar 2016
Wallace R. Weitz's Weitz Investment Management was founded in 1983 by Mr.
Posts Tagged ‘NYSE:TMO’
Billionaire Larry Robbins Knows How To Pick Mega-Cap Stocks
Larry Robbins’ Glenview Capital Management reported an equity portfolio worth over $13.98 billion in its latest 13F filing.
Cryder Capital Boosts Bets On Alphabet (GOOG), Credit Cards, Health Stocks
Ferdinand Groos' Cryder Capital Partners LLP is a London-based investment firm founded in 2011.
Al Gore’s Environmentally-Conscious Hedge Fund Was Buying These Stocks in Q3
Generation Investment Management is a London-based hedge fund founded by former US Vice President and politician Albert Arnold "Al" Gore and David Blood.
5 Capital Goods Stocks Hedge Funds Were Dumping in Q3
Capital Goods stocks have experienced a great November after Donald Trump’s victory sparked a rally in the entire sector.
Is Thermo Fisher Scientific Inc. (TMO) a Good Stock to Invest in?
We at Insider Monkey have gone over 700 13F filings that hedge funds and prominent investors are required to file by the SEC.
Thermo Fisher Scientific Inc. (TMO), HCA Holdings Inc (HCA) & Two More: Should You Follow Cryder Capital Into Its Top Picks?
How do hedge funds feel about Thermo Fisher Scientific Inc.
Billionaire Larry Robbins’ Biggest Q2 Moves in Healthcare Stocks
Billionaire Larry Robbins' famed hedge fund Glenview Capital recently has submitted its 13F filing with SEC for the reporting period ended June 30, revealing a US equity portfolio...
Five Capital Goods Stocks to Buy Now
With the U.S. economy strong, many capital goods stocks have done very well year-to-date.
Columbus Circle Investors’ Boldest Q2 Moves
Founded in 1975, Columbus Circle Investors is one of the oldest institutional money management firms that we track at Insider Monkey. The fund, whose Sr.
How GoPro, Suncor, and 3 Other Companies Performed During Their Latest Quarters
Crude futures are below $42 per barrel this morning as traders brace for the upcoming rig count release on Friday.
Yum!, Pepsi Among 10 NYSE Stocks Hitting 52-Week Highs Thursday
The markets moved up sharply on Thursday after the Bank of England surprisingly left interest rates unchanged.
London-Based Cryder Capital Loads Up On Top Picks; Sells Off BlackRock
Cryder Capital Partners LLP is a London-based asset manager that has been running since around October 2011.
Five Capital Goods Stocks Hedge Funds Are Betting On
We at Insider Monkey follow over 760 hedge funds and other institutional investors.
Citadel Investment Group’s Biggest Q1 Moves Highlight Reduced Exposure To U.S Equities
One of the largest alternative asset management firms in the world, billionaire Ken Griffin's Citadel Investment Group has been quietly reducing its exposure to U.S equities since...
How Did Billionaire Larry Robbins’ Top Long-Term Picks Perform Over Years?
Billionaire Larry Robbins' Glenview Capital was one of the best-performing large hedge funds in the period between 2012 and 2014.
Billionaire Larry Robbins’ Big Q4 Moves in Humana Inc. (HUM), CIGNA Corporation (CI) and Others
Billionaire Larry Robbins, the founder of Glenview Capital Management, has been among the most scrutinized and closely-watched hedge fund managers in recent years due to his bullish...
Hedge Funds Regret Selling These Soaring Stocks: Part 1
Hedge funds aren't perfect. They sometimes miss out on big opportunities or leave a stock too early before a big trend begins.
Hedge Funds Are Selling These 10 Large-Caps, Part 2
After delineating the importance of keeping an eye on stocks that hedge funds are losing interest in and listing five such large-cap companies, we are back with the other five...
Is Thermo Fisher Scientific Inc. (TMO) Going to Burn These Hedge Funds?
You probably know from experience that there is not as much information on small-cap companies as there is on large companies.
Billionaire Larry Robbins Has Mixed Sentiment On His Top Picks For Q4
Glenview Capital, led by Larry Robbins, recently submitted its 13F with the Securities and Exchange Commission, disclosing the long positions held in its portfolio at the end ...
Billionaire Larry Robbins Has Healthy Stakes In Health Stocks
Glenview Capital, led by Larry Robbins, has recently published its 13F filing with the SEC, disclosing an equity portfolio worth $25.25 billion.
Billionaire John Griffin’s Top Large-Cap Picks Beat Even Warren Buffett’s Picks
Blue Ridge Capital LLC is a New York-based hedge fund that was founded in 1996 by the former president of Julian Robertson’s Tiger Management, John Griffin.
Billionaire Larry Robbins’ Top Stock Picks: Monsanto Company (MON), Flextronics International Ltd. (FLEX), Humana Inc (HUM)
Larry Robbins’ Glenview Capital Management has filed its 13F with the SEC for the reporting period of March 31.
Thermo Fisher Scientific Inc. (TMO), Monsanto Company (MON): Billionaire Larry Robbins’ Top Picks Beat the Market Again in Q1
Larry Robbins' Glenview Capital posted a decent 3.5% return during the first quarter according to our returns methodology (actual results will vary) even though the gains do not...
Thermo Fisher Scientific, Ingersoll-Rand plc: Billionaires Are Piling Into These 5 Capital Goods Stocks
As hedge fund managers become billionaires and their funds grow to encompass billions of dollars in capital, they are forced to invest differently to utilize all of it, sinking...
Billionaire Larry Robbins’ Top Picks
Larry Robbins' Glenview Capital has revealed its top stock picks for 2015 in its latest 13F filing with the SEC.
Qihoo 360 Technology Co Ltd (QIHU), Actavis plc (ACT), Yahoo! Inc. (YHOO) Among 20 Long Ideas from Sohn Canada
The Capitalize For Kids investors conference took place last week and featured many notorious speakers that pitched their investment ideas.
Flextronics International Ltd. (FLEX), HCA Holdings Inc (HCA), Community Health Systems (CYH): How Larry Robbins Returned 18% in The First Half of This Year
Larry Robbins’ flagship fund Glenview Capital has been outperforming many of its peers, and the S&P 500 (INDEXSP:.INX) –which gained 6.05% in the first half of 2014, with ...
Thermo Fisher Scientific Inc. (TMO) & SandRidge Energy Inc. (SD) part of Leon Cooperman’s Hot List
In an interview on CNBC, Leon Cooperman, the chairman & CEO of Omega Advisors, shares some of his insights into stock investing as well as some of his stock picks like Thermo...
Glenview Capital is Up 11% Betting on Flextronics International Ltd. (FLEX) & Humana Inc (HUM)
S0 far, 2014 has not been a very good year for hedge funds, in general.
Viking Global’s Top Five Picks for Q1 include Walgreen Company (WAG) & Time Warner Inc (TWX)
Last week, Andreas Halvorsen’s Viking Global, filed a Form 13F at the U.S. Securities and Exchange Commission, disclosing its equity positions as of March 31 2014.
Aaron Cowen’s Suvretta Capital Management Loves These Stocks
Aaron Cowen's Suvretta Capital Management is one of the funds worth tracking. Especially taking into account that prior to founding his own fund, Mr.
Billionaire Ken Griffin’s New Stock Moves
In a 13F filing, Citadel Investment Group, managed by Ken Griffin revealed its holding for the fourth quarter.
Viking Global Top Picks From the Latest 13F
In its latest 13F filing, Viking Global, managed by Andreas Halvorsen, revealed its equity portfolio as held at the end of the fourth quarter of 2013.
Billionaire Larry Robbins’ Top Stock Picks
In its latest 13F, Glenview Capital, managed by Larry Robbins, reported its holdings for the fourth quarter of 2013.
A Look At The Top Five Picks of John Griffin’s Blue Ridge Capital
John Griffin's Blue Ridge Capital has managed to return 65% in 2007 and also a very healthy 8% during the financial crisis of 2008.
John Griffin Continues to Back Priceline, AIG
John Griffin of Blue Ridge Capital has been trimming some of the fund's biggest positions.
Pfizer Inc. (PFE), Gilead Sciences, Inc. (GILD), Merck & Co., Inc. (MRK) Among Hedge Funds’ Favorite Pharma Stocks
We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors.
Hedge Funds Are Buying Life Technologies Corp. (LIFE)
In the 21st century investor’s toolkit, there are many metrics shareholders can use to track publicly traded companies.
Thermo Fisher Scientific Inc. (TMO)’s Wealthiest Investors Are Very, Very Bullish
To the average investor, there are plenty of indicators investors can use to monitor publicly traded companies.
Billionaire John Paulson Traded Gold For Family Dollar Stores, Inc. (FDO) Last Quarter
During the second quarter of 2013, billionaire John Paulson’s Paulson & Co.
Glenview Capital Is Quite The Healthcare Bull: Life Technologies Corp. (LIFE), Thermo Fisher Scientific Inc. (TMO) & More
The 13F form, filed with the Securities and Exchange Commission on a quarterly basis, can help us take a look at aggregate and individual levels of hedge fund sentiment.
The Walt Disney Company (DIS), VF Corp (VFC): All-Star Stocks
Major League Baseball recently played its annual all-star game. That made me think about what stocks might be all-stars from the first half of the year.
Tenet Healthcare Corp (THC), Health Management Associates Inc (HMA): Finding Alpha Amongst Obamacare
How to invest for Obamacare was one of the topics this year at CNBC's Delivering Alpha conference.
Agilent Technologies Inc. (A), Thermo Fisher Scientific Inc. (TMO): Is This Diversified Tech Company a Buy?
After divesting from Hewett-Packard in 1999, Agilent Technologies Inc.
Sprint Nextel Corporation (S), Life Technologies Corp. (LIFE): What Can a Top Hedge Fund’s Top 2 Holdings Do For You?
John Paulson, the billionaire hedge fund manager, is known for maintaining an impressive strength during the sub-prime crisis of 2008.
Pfizer Inc. (PFE), Thermo Fisher Scientific Inc. (TMO), Foot Locker, Inc. (FL): Shorts Are Piling Into These Stocks. Should You Be Worried?
The best thing about the stock market is that you can make money in either direction. Historically, stock indexes have tended to trend up over the long term.
Waters Corporation (WAT) Stock Looks Poised for New Highs
Waters Corporation (NYSE:WAT) is far from a household name among most investors.
The Next Generation for Qiagen NV (QGEN)’s Next-Gen Sequencing?
Patient-specific pharmacology used to be a futuristic dream for researches and physicians, but the Human Genome Project has placed the framework for this revolution in patient...
