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Welcome to SuperInvestor Insight |
| The best investors regularly cite their "grapevine" in the investing business as a key source of great ideas. Not to mimic what others are doing, of course – they think for themselves – but to identify opportunities worthy of a closer look. As Bruce Berkowitz, manager of the highly successful Fairholme Fund, says: "Why wouldn't you look at what other great investors have found?" |
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| SuperInvestor Insight is for investors looking to expand their own first-class investing grapevine. Based on the quarterly SEC filings of an elite cadre of value-oriented investment managers, SuperInvestor Insight draws both general and specific insight from what the best investors own, what they're buying and what they're selling. |
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| Each quarterly issue of SuperInvestor Insight is filled with valuable information and analysis to inform profitable investment decisions. Here are highlights from the current issue: |
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| Issue Highlights: February 25, 2008 |
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| What They're Buying |
| SuperInvestors showed an affinity last quarter for two distinct strategies: Buying shares of hard-hit, controversial names such as Freddie Mac and SLM, as well as those of increasingly affordable bluebloods like American Express. |
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Table: |
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Mining Markdowns |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| The lists of large and frequent SuperInvestor sales during the fourth quarter are well populated by both long-in-the-tooth winners, such as Monsanto and Google, and enough-is-enough losers like Citigroup. |
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Table: |
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Enough is Enough |
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Sold Out |
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| What They Own |
| There was more change than usual in this quarter's list of most widely held SuperInvestor stocks. The volatile market also prompted plenty of "doubling-down" on suddenly cheaper positions, such as Target and Moody's. |
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Table: |
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Shifting Loyalties |
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Table: |
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Doubling Down |
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| Stock Spotlight |
| Distinguishing gushers from dry holes among energy stocks can be a tricky business, but SuperInvestors seem to think they’ll hit it big with Anadarko Petroleum. |
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| Companies in this Issue |
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| A – E |
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American Eagle Outfitters, American Express, American Tower, Anadarko Petroleum, Atlas Pipeline, Bank of America, CVS Caremark, Cisco Systems, Citigroup, Comcast, Companhia Vale do Rio Doce, ConocoPhillips, Convergys, Covidien, Domtar, Dover, EMC, Exterran Holdings |
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| F – J |
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Fidelity National Information, First American, First Marblehead, Freddie Mac, GLG Partners, Genzyme, GlaxoSmithKline, Global Consumer Acquisition, Google, Home Depot, ImClone Systems, J.C. Penney, Johnson & Johnson |
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| K – O |
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KKR Financial, LSI, Legg Mason, Limited Brands, MGIC Investment, MGM Mirage, Macy’s, McDonald’s, McKesson, Microsoft, Mirant, Monsanto, Moody’s, NRG Energy, Nike, Oracle |
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| P – T |
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PDL BioPharma, Philips Electronics, Pinnacle Airlines, Plains Exploration, Popular, Pride International, Progressive, Qualcomm, SAIC, SLM, SP Acquisition Holdings, SandRidge Energy, Sears Holdings, Starbucks, Target, Teva Pharmaceutical, Triplecrown Acquisition, Tyco Electronics, Tyco International |
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| U – Z |
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URS, Viacom, Wal-Mart, Walgreen, WellPoint |
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| 100% SATISFACTION GUARANTEE |
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| See for yourself how valuable SuperInvestor Insight can be. If you're not happy with your subscription for any reason, just cancel and receive a refund for the remaining issues in your subscription term. |
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