February 23, 2010

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.

	Table:		Looking Up

	Table:		Biggest New Bets

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.

	Table:		On the Fence

	Table:		Selling Out

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.

	Table:		Common Wisdom

	Table:		Off the Beaten Track

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?

Companies in this Issue

A – E

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

F – J

Goldman Sachs, Greenlight Capital Re, Hyatt Hotels, Immucor, JPMorgan Chase

K – O

KAR Auction Services, MI Developments, MasterCard, McDonald’s, Merck, Microsoft, Monsanto, NRG Energy, Oracle

P – T

Pfizer, Plantronics, Precision Castparts, Priceline.com, Procter & Gamble, Qualcomm, SLM, SPDR Gold Trust, Smithfield Foods, State Street, SunTrust Banks, Thomson Reuters, Transatlantic Holdings

U – Z

Union Pacific, Varian, Visa, WellPoint, Wells Fargo, Willis Group, XTO Energy, Xerox