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Welcome to SuperInvestor Insight |
| The best investors regularly cite their "grapevine" in the investing business as a key source of great ideas. Not to mimic what others are doing, of course – they think for themselves – but to identify opportunities worthy of a closer look. As Bruce Berkowitz, manager of the highly successful Fairholme Fund, says: "Why wouldn't you look at what other great investors have found?" |
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| SuperInvestor Insight is for investors looking to expand their own first-class investing grapevine. Based on the quarterly SEC filings of an elite cadre of value-oriented investment managers, SuperInvestor Insight draws both general and specific insight from what the best investors own, what they're buying and what they're selling. |
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| Each quarterly issue of SuperInvestor Insight is filled with valuable information and analysis to inform profitable investment decisions. Here are highlights from the current issue: |
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| Issue Highlights: February 23, 2010 |
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| What They're Buying |
| Pervasive SuperInvestor bets last quarter on financial stocks, including CIT Group, Wells Fargo and Bank of America, span the risk spectrum and appear to have rather varied motivations. |
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Looking Up |
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Biggest New Bets |
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| What They're Selling |
| With plenty of profits to take, selling by SuperInvestors last quarter in stocks such as Microsoft, Precision Castparts and Visa appeared to be more about selective trimming than bold, gear-shifting moves. |
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On the Fence |
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Selling Out |
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| What They Own |
| Their collective embrace of financials such as Citigroup and smaller-cap stocks like MI Developments and Immucor would indicate that SuperInvestors aren't shying away from controversy in their search for bargains. |
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Common Wisdom |
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Off the Beaten Track |
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| Stock Spotlight |
| Characterizing Wall Street's long-held view on Xerox as unenthusiastic would probably be generous. So why did four SuperInvestors buy new positions in it last quarter? |
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| Companies in this Issue |
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| A – E |
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Ameriprise Financial, Apple, Atlas Energy, Bank of America, Baxter International, Becton, Dickinson, Boston Scientific, CF Industries, CIT Group, CVS Caremark, CapitalSource, Citigroup, Comcast, DaVita, DirecTV, Domtar, EMC, Edison International, Energizer Holdings, Equifax, Express Scripts, Exxon Mobil, eBay |
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| F – J |
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Goldman Sachs, Greenlight Capital Re, Hyatt Hotels, Immucor, JPMorgan Chase |
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| K – O |
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KAR Auction Services, MI Developments, MasterCard, McDonald’s, Merck, Microsoft, Monsanto, NRG Energy, Oracle |
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| P – T |
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Pfizer, Plantronics, Precision Castparts, Priceline.com, Procter & Gamble, Qualcomm, SLM, SPDR Gold Trust, Smithfield Foods, State Street, SunTrust Banks, Thomson Reuters, Transatlantic Holdings |
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| U – Z |
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Union Pacific, Varian, Visa, WellPoint, Wells Fargo, Willis Group, XTO Energy, Xerox |
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| 100% SATISFACTION GUARANTEE |
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