August 24, 2009

What They're Buying

Financials facing less uncertainty, such as Bank of America and Fifth Third Bancorp, and healthcare-related firms facing more, like Covidien and Pfizer, both attracted top investors last quarter.

	Table:		Back from the Abyss

	Table:		Biggest New Bets

What They're Selling

Itchy trigger fingers were evident among SuperInvestors in Q2, as several stocks bought heavily the previous quarter, including SLM, Google and Microsoft, came in for frequent selling.

	Table:		Reward Over Risk

	Table:		Selling Out

What They Own

Shares widely held by star investors entering the market swoon have soared in the rebound. After more turnover than usual in the list of favorites, what are the popular collective bets now?

	Table:		Shifting Gears

	Table:		Portfolio Anchors

Stock Spotlight

SuperInvestor enthusiasm last quarter for Bank of America's shares has been well rewarded so far. Is it still a keeper?

Companies in this Issue

A – E

Allegheny Energy, American Express, Amgen, Apple, Automatic Data Processing, Bank of America, Becton, Dickinson, BlackRock, CVS Caremark, Cardinal Health, Coca-Cola, Comcast, Constellation Energy, Covidien, Dell, DirecTV, Dresser-Rand, Express Scripts, Exterran

F – J

Fifth Third Bancorp, Goodrich, Google, Home Depot, Invesco, J.C. Penney, JPMorgan Chase

K – O

Liberty Media Entertainment, Lockheed Martin, MSCI, MasterCard, McDonald’s, McKesson, Medco Health Solutions, Microsoft, Motorola, News Corp., Oracle

P – T

Pfizer, Precision Castparts, Procter & Gamble, Qualcomm, Rockwell Collins, SAIC, SLM, SPDR Gold Trust, Schering-Plough, Sears, St. Jude Medical, SunTrust Banks, TJX, Target, Thermo Fisher Scientific, Transatlantic Holdings

U – Z

UnitedHealth, Valeant Pharmaceuticals, Visa, WellPoint, Wendy’s/Arby’s, Willis Group, Wyeth, Yahoo, Zimmer Holdings