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SuperInvestor Insight

September 5, 2013

What They're Buying
While SuperInvestors certainly didn't shy away from the secularly challenged in the second quarter, they also showed a taste for companies – think Michael Kors and Valeant Pharmaceuticals – that are firing on all cylinders as well.
Table: Counter-Trend
Table: Biggest New Bets
What They're Selling
SuperInvestors collective interest in select financial-services stocks remains high, but selling in the sector far outpaced buying last quarter. Ditto for another of their long-time favorites: Internet powerhouse Google.
Table: Off the Books
Table: Selling Out
What They Own
The most-widely held stocks among SuperInvestors appear less diversified by sector than usual: No energy, no consumer products, no industrials, but plenty of financial services, technology, healthcare and media.
Table: Focused Attention
Table: Smaller is Beautiful
Stock Spotlight
Even the casual observer can probably recite key elements of the bear investment case for Microsoft. So why have multiple SuperInvestors upon looking beneath the surface taken a big interest in the company’s shares?
Companies in this Issue
A – E
Aetna, Air Products & Chemicals, American Express, American International Group, Apple, Ashland, BE Aerospace, Boeing, CBS, Capital One Financial, Carter’s, Charter Communications, Chicago Bridge & Iron, Chimera Investment, Citigroup, Comcast, Community Health Systems, Copart, Crown Castle, Dean Foods, Delphi Automotive, Dish Network, Dollar General, Eastman Chemical, Endo Health Solutions, Energizer, Equinix, Expedia, Express Scripts
F – J
Fidelity National Financial, Fidelity National Information, FleetCor Technologies, Google, HCA Holdings, Hertz Global, Hewlett-Packard
K – O
Liberty Global, Lululemon, Medtronic, MetLife, Michael Kors Holdings, Micron Technology, Microsoft, Mondelez, Murphy Oil, Oil States International, Oracle, Owens Corning
P – T
PepsiCo, Priceline.com, Qualcomm, Realogy, Rockwood Holdings, Sally Beauty, Scripps Networks Interactive, SeaWorld, Seagate Technology, Suncor Energy, Terex, Thermo Fisher Scientific, Twenty First Century Fox
U – Z
Ulta Beauty, Valeant Pharmaceuticals, Visa
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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