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SuperInvestor Insight

March 5, 2014

What They're Buying
With none of the more-cyclical sectors generating multiple ideas, SuperInvestors were active buyers last quarter in an eclectic mix of stocks, a number of which sport a mergers-and-acquisitions angle, an activism angle, or both.
Table: Mixing It Up
Table: Biggest New Bets
What They're Selling
While the rising market tide has lifted nearly all boats, SuperInvestors by their selling activity last quarter judged a number of stocks – particularly those in the technology sector – to be more worthy sources of cash.
Table: High Tides
Table: Selling Out
What They Own
Investors' memories of trauma can take a long time to fade, which may help explain why several SuperInvestors are still finding value in such back-from-the-dead companies as AIG, GM and Citigroup.
Table: Recovery Room
Table: Largest Holdings
Stock Spotlight
To those who witnessed General Motors' long and inexorable decline, the fact that it has remade itself as successfully as it has is remarkable. A number of SuperInvestors appear to believe the best is still to come.
Companies in this Issue
A – E
21st Century Fox, Aetna, Agrium, Air Products & Chemicals, American Airlines, American International Group, Apple, Baidu, C.H. Robinson, CF Industries, Cameron, Canadian Natural Resources, Canadian Pacific Railway, Capital One Financial, Charles Schwab, Charter Communications, Citigroup, Comcast, Constellation Brands, Crown Castle, Darden Restaurants, Dollar General, Dow Chemical, Equinix, Express Scripts, Extended Stay America, eBay
F – J
Facebook, Fidelity National Financial, General Motors, Goldman Sachs, Google, HCA Holdings, Hess, Hewlett-Packard, Hologic, Icahn Enterprises
K – O
Lamar Advertising, Liberty Global, Marathon Petroleum, Men’s Wearhouse, MetLife, Micron Technology, Microsoft, Mondelez
P – T
Pandora Media, Priceline.com, Qualcomm, Ralph Lauren, Realogy, Sears, Sprint, T-Mobile, Take-Two Interactive, Talisman Energy, Thermo Fisher Scientific, Time Warner Cable
U – Z
Union Pacific, Valeant Pharmaceuticals, Walgreen, Wells Fargo, YUM Brands, 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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