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August 25, 2006 |
| What They're Buying |
| Industry turmoil, as in healthcare today, typically creates the type of value opportunities that attract smart investors' attention. |
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Table: |
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Heart and Home |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| Consumer and financial stocks, light on the buy lists of SuperInvestors in the second quarter, are well represented among popular sells. |
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Table: |
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Consumer Isn't King |
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Table: |
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Up (or Down) and Out |
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| What They Own |
| Media and technology may be out of favor on Wall Street, but you wouldn’t know it from the portfolios of star investors. |
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Table: |
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Core Holdings |
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Table: |
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Below the Radar |
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| Stock Spotlight |
| Unfocused businesses tend to attract the attention of investors expecting change - witness the case of Walter Industries. |
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| Companies in this Issue |
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| A – E |
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Advance Auto Parts, Advanced Medical Optics, Agere Systems, American Express, American Tower, Applied Biosystems, BKF Capital, Boston Scientific, CBS, Caremark Rx, Centex, Chevron, Cigna, Cisco Systems, Comcast, Copart, Crosstex Energy, D.R. Horton, DaVita, Dade Behring, Dell |
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| F – J |
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First Data, Freddie Mac, Freescale Semiconductor, Gap, International Game Technology |
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| K – O |
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Kohl’s, Laidlaw, Lear, McDonald’s, Microsoft, Mirant, Morgan Stanley, NRG Energy, NTL, Nestle, News Corp., Nuvelo, Omnicare, Oracle |
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| P – T |
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PNC Financial, Pioneer Natural Resources, Procter & Gamble, Sears, Smurfit-Stone Container, Sprint Nextel, Suncor Energy, TXU, Take-Two Interactive, Talisman Energy, Teva Pharmaceutical, Thermo Electron, Time Warner, Transocean, Tyco |
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| U – Z |
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UnitedHealth, Valeant Pharmaceuticals, Walter Industries, Wendy’s, Williams Companies |
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See What You've
Been Missing |
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| Review each issue's Table of Contents to see the range of investing ideas and wisdom available in SuperInvestor Insight: |
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