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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: March 2, 2012 |
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| What They're Buying |
| Top investors in last year's fourth quarter responded to high market volatility by again buying favorites like Apple and Google and by making event-driven new buys such as Sara Lee and Delphi. |
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Table: |
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Volatility Pays |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| Active selling by top investors last quarter included pruning of core positions like CVS Caremark and Wells Fargo, as well as stronger-message sales like those of eBay and Home Depot. |
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Table: |
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Pruning and Punting |
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Table: |
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Selling Out |
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| What They Own |
| Investors during turbulent market times typically look first at the companies they know best for opportunity. Last quarter that led to SuperInvestor buying in such stocks as Qualcomm and JPMorgan Chase. |
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Best Food Forward |
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Doubling Down |
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| Stock Spotlight |
| As its effort to "get smaller to get better" finally nears its endgame, why did several star investors increase their stakes in Sara Lee last quarter? |
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| Companies in this Issue |
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| A – E |
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Aon, Apple, Becton, Dickinson, CBRE Group, CVS Caremark, Canadian Pacific Railway, CareFusion, Cisco, Citigroup, Citrix Systems, Clorox, Comcast, Consol Energy, DaVita, Dell, Delphi Automotive, DirecTV, Expedia, eBay |
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| F – J |
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Fortune Brands Home & Security, Gartner, General Motors, Gilead Sciences, Goldman Sachs, Google, HCA Holdings, HollyFrontier, Home Depot, JPMorgan Chase, Joy Global |
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| K – O |
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Liberty Media, Life Technologies, Lockheed Martin, Lowe’s, LyondellBasell, Marathon Petroleum, Marvell Technology, Microsoft, Nabors, Navistar, NetApp, News Corp., Oracle |
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| P – T |
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Par Pharmaceutical, Pfizer, Plains Exploration, Priceline.com, Qualcomm, SPDR Gold Trust, Sara Lee, Schlumberger, Seagate Technology, Take-Two Interactive, Time Warner Cable, TripAdvisor, Tyco International |
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| U – Z |
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U.S. Bancorp, Visa, WellPoint, Wells Fargo, Williams |
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