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SuperInvestor Insight

December 2, 2014

What They're Buying
Deal-related activity regularly attracts SuperInvestors, looking to capitalize when upheaval and uncertainty results in share mispricing. Such certainly appears to have been the case last quarter.
Table: In Play
Table: Biggest New Bets
What They're Selling
The best investors are clearly not averse to changing their minds if circumstances change. Two third-quarter examples with likely different motivations: Ralph Lauren and SeaWorld.
Table: Diminishing Returns
Table: Selling Out
What They Own
All businesses face competitive and technological challenges, but there's a solidity and predictability underlying most widely held SuperInvestor favorites.
Table: Solid Ground
Table: Doubling Down
Stock Spotlight
Are macroeconomic fears unduly masking the unique competitive strengths of AerCap Holdings, a new "800-pound gorilla" in its industry?
Companies in this Issue
A – E
AbbVie, Actavis, AerCap, Agrium, Alibaba, Allergan, American Airlines, American International Group, Amgen, Anadarko Petroleum, Anheuser-Busch Inbev, Apple, Ashland, Babcock & Wilcox, Baidu, Broadcom, CBS, Charter Communications, Cheniere Energy, Citigroup, Citizens Financial, Cognizant Technology, Computer Sciences, Covidien, Crown Castle, Deere, DirecTV, Dish Network, Dollar General, Dollar Tree, EMC, Enbridge, Equinix, eBay
F – J
Facebook, Family Dollar Stores, Fidelity National Financial, Gannett, HCA Holdings, Hertz, Humana, JPMorgan Chase
K – O
KBR, Liberty Global, Mallinckrodt, Microsoft, Mondelez, Monsanto, National Oilwell Varco, Ocwen, Oracle
P – T
PVH, Pentair, Qihoo 360, Ralph Lauren, Realogy, Sally Beauty, SeaWorld, Sensata Technologies, Shire, SunEdison, T-Mobile, Thermo Fisher Scientific, Time Warner, Timken, Twenty First Century Fox
U – Z
Valeant Pharmaceuticals, Walgreen, YPF, Yahoo, Zoetis
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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