32 Major Stories Summarizing What’s Happening in the World of Finance Today
1. U.S. Stock Market: “The S&P 500 and the Nasdaq Composite hit fresh intraday records on Monday as a jump in oil prices to a two-week high......(read more)
Posts Tagged ‘Thermo Fisher Scientific (TMO)’
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. Most stocks spiked on the......(read more)
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. According to CNBC, the average fund was up only 2% through May, while the S&......(read more)
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......(read more)
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. Our research has shown that this information......(read more)
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. cut its holdings of the GLD ETF by about half as the fund accepted that......(read more)
Tiger Cub John Griffin’s Long Term Stock Picks Include Amazon.com, Inc. (AMZN)
We track quarterly 13F filings from hundreds of hedge funds, including Tiger Cub John Griffin’s Blue Ridge Capital, as part of our work developing investment......(read more)
Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More
One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors......(read more)
Billionaire Stephen Mandel’s New Stock Picks Include H&R Block, Inc. (NYSE:HRB)
We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital. There are multiple......(read more)
Google Inc (GOOG) Is Tiger Cub John Griffin’s Top Stock Pick
Hedge funds and other major investors are required to file 13Fs with the SEC several weeks after the end of each quarter, disclosing many of their long......(read more)
Hedge Fund Manager Ricky Sandler’s Top Stock Picks Include Google Inc (GOOG)
Ricky Sandler founded Eminence Capital in 1998, at the age of 30. That wasn’t even his first stint as a hedge fund manager; he and Wayne Cooperman had......(read more)
Larry Robbins’ Bullish Stock Picks
Most investors aren’t happy about the performance of their investments over the last decade. Some of those who gained couldn’t even beat the inflation......(read more)
40 Stocks Wall Street Analysts Are Insanely Bullish About
A recent study by Da and Schaumburg published in the Journal of Financial Markets shows that Wall Street analysts can successfully determine mispriced......(read more)
John Griffin and Blue Ridge Capital’s New Stock Picks and Holdings
John Griffin, 47, was second in command at Julian Robertson’s Tiger Management. He launched Blue Ridge Capital in 1996. John Griffin was one of the......(read more)
Glenview’s Larry Robbins Extremely Optimistic: Dow 20000
Glenview’s Larry Robbins is one of the most optimistic hedge fund managers around. He predicts P/E multiples will expand by 45% by the end of 2013.......(read more)
