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SuperInvestor Insight

December 3, 2013

What They're Buying
With obvious bargains scarce, SuperInvestors' buying last quarter focused more on stalwarts with complicated secular challenges such as Microsoft and Qualcomm. One exception: toxic potential turnaround J.C. Penney.
Table: Gainful Deployment
Table: Biggest New Bets
What They're Selling
In a broad-based rally stocks on which even the best investors take profits often keep rising. Among holdings that SuperInvestors last quarter deemed pricey that have gotten much pricier: Sprint, Google and Priceline.com.
Table: The Getting is Good
Table: Selling Out
What They Own
As might be expected after a strong and inclusive market upturn, SuperInvestors' top holdings are rich in dominant business franchises, rock-solid balance sheets and a not-insignificant number of in-process turnarounds.
Table: In Reserve
Table: Doubling Down
Stock Spotlight
Given the uncertainty surrounding Equinix's business model and the evolution of its industry, investors could easily relegate this idea to the too-hard pile. That so many SuperInvestors haven't done so is worthy of note.
Companies in this Issue
A – E
21st Century Fox, Advance Auto Parts, Advent Software, Aetna, Agilent Technologies, Air Products & Chemicals, American Homes 4 Rent, American International Group, Anheuser-Busch InBev, Apple, AutoZone, Baidu, Boeing, CF Industries, Capital One Financial, Charter Communications, Citigroup, Comcast, Constellation Brands, Crown Castle, Dollar General, Endo Health Solutions, Energy XXI, Equinix
F – J
Facebook, FedEx, Fidelity National Information, General Motors, Google, HCA Holdings, Hain Celestial, Health Management Associates, Hertz Global, Home Depot, Illumina, Intuitive Surgical, J.C. Penney
K – O
Liberty Global, Lowe’s, Macy’s, Mallinckrodt, MetLife, Micron Technology, Microsoft, Monsanto, National Oilwell Varco, Oil States International, Owens Corning
P – T
Ply Gem, Polaris Industries, Priceline.com, Qualcomm, Sally Beauty, Sotheby’s, Sprint, Talisman Energy, Thermo Fisher Scientific, Tiffany, Time Warner Cable
U – Z
Valeant Pharmaceuticals, Visa, Vodafone, Workday
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:
December 7, 2017
September 5, 2017
June 5, 2017
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

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