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SuperInvestor Insight

September 3, 2014

What They're Buying
Investors can react to company news in a way that misstates the actual impact of such news on a company's value. As evidenced by their buying activity last quarter, that can spell opportunity for SuperInvestors.
Table: Making a Deal
Table: Biggest New Bets
What They're Selling
In a market in which many value investors don't see either excessive undervaluation or excessive overvaluation, there appears to be less collective conviction behind many of the frequently sold stocks by SuperInvestors last quarter.
Table: Selective Harvesting
Table: Selling Out
What They Own
As evidenced by their common holdings, SuperInvestors have turned somewhat away from technology titans and gravitated to a more eclectic mix that includes drugmakers, retailers, cable-TV firms and even an airline.
Table: Healthy Stakes
Table: Anchors Aweigh
Stock Spotlight
Walgreen Co. became a favorite of SuperInvestors as they focused on the potential upside from its pending merger with Alliance Boots. The market, however, has since turned its focus for the company elsewhere.
Companies in this Issue
A – E
21st Century Fox, Actavis, Allergan, Ally Financial, American Airlines, American International Group, American Tower, Apache, Apple, BP, Baidu, CBS Corp., Calpine, Canadian Pacific Railway, Capital One, Charter Communications, Cheniere Energy, Citigroup, Citrix Systems, Coach, Comcast, Crown Castle, DirecTV, Dollar General, Dow Chemical, Endo International, Equinix, eBay
F – J
General Motors, Google, HCA Holdings, Hertz, Hewlett-Packard, IMS Health, Icahn Enterprises, Intercontinental Exchange
K – O
KKR Financial, Liberty Global, MeadWestvaco, MetLife, Micron Technology, Microsoft, Mondelez, Monsanto, National Oilwell Varco, Netflix, Ocwen Financial
P – T
Qualcomm, Ralph Lauren, SPDR Gold Trust, SeaWorld, Sirius XM, Symantec, Thermo Fisher Scientific, TransDigm
U – Z
Valeant Pharmaceuticals, Walgreen, Wells Fargo, Williams
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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