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SuperInvestor Insight

June 3, 2013

What They're Buying
In addition to betting on financials leveraged to an improving economy, SuperInvestors in the first quarter also found plenty of opportunity in "vicarious" activism.
Table: Catalysts for Change
Table: Biggest New Bets
What They're Selling
Not surprisingly given the market's trajectory, active selling by SuperInvestors during the first quarter consisted more of cutting back on big winners than in dumping big losers.
Table: Lighten Up
Table: Selling Out
What They Own
Widely held stocks at quarter's end were an eclectic mix of competitively advantaged "compounders," reborn financials and past stalwarts coming back into favor.
Table: By Popular Demand
Table: Largest Holdings
Stock Spotlight
While a so-so global economy might mute UPS's short-term outlook, positive secular trends and oligopoly market power enhance its longer-term prospects.
Companies in this Issue
A – E
Aetna, Agrium, American International Group, Apple, Ashland, BP, Boeing, Canadian Pacific Railway, Capital One Financial, Cardinal Health, Charter Communications, Check Point Software, Chicago Bridge & Iron, Chimera Investment, Citigroup, Clearwire, Coca-Cola Enterprises, Cognizant Technology, Comcast, Dell, Dollar General, Ensco, Equinix, Express Scripts
F – J
Facebook, Family Dollar Stores, Fidelity National Information, General Dynamics, Google, HCA Holdings, Herbalife, Hess, Hewlett-Packard, Icahn Enterprises
K – O
Kennametal, Liberty Global, McGraw Hill Financial, MetLife, Microsoft, Mondelez, Motorola Solutions, News Corp., Occidental Petroleum, Oil States International, Oracle
P – T
PepsiCo, Priceline.com, Qualcomm, SPDR Gold Trust, Sears, Tesoro, Thermo Fisher Scientific, Tiffany, Time Warner, TripAdvisor
U – Z
United Parcel Service, Valeant Pharmaceuticals, VeriSign, Visa, WellPoint, Wells Fargo, Yahoo
See What You've
Been Missing
Review each issue's Table of Contents to see the range of investing ideas and wisdom available in SuperInvestor Insight:
March 6, 2017
December 6, 2016
September 7, 2016
June 6, 2016
March 4, 2016
December 7, 2015
September 3, 2015
June 5, 2015
March 4, 2015
December 2, 2014
September 3, 2014
May 28, 2014
March 5, 2014
December 3, 2013
September 5, 2013
June 3, 2013
March 1, 2013
December 2, 2012
September 5, 2012
June 1, 2012

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