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February 25, 2008 |
| 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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Table: |
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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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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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