November 23, 2009

What They're Buying

That SuperInvestors are buying lagging stocks isn't surprising. What is surprising are the bluebloods – such as Monsanto, PepsiCo and Berkshire Hathaway – that fall into that category.

	Table:		Top Pedigrees

	Table:		Biggest New Bets

What They're Selling

Top investors' broad embrace of back-from-the-dead financials like Bank of America, Capital One and Fifth Third Bancorp may have been more of a short-term fling than a long-term love affair.

	Table:		While the Getting Is Good

	Table:		Selling Out

What They Own

After a tumultuous year in which their most widely held positions performed beautifully in good times and bad, where are SuperInvestors today collectively placing their bets against an uncertain future?

	Table:		Tried, True and New

	Table:		Doubling Down

Stock Spotlight

Why SuperInvestors are coming down on the bull side of "an interesting bull vs. bear debate" over agribusiness giant Monsanto's future prospects.

Companies in this Issue

A – E

Abbott Laboratories, Aetna, Allegheny Energy, American Express, American Water Works, Apollo Group, Apple, Bank of America, Berkshire Hathaway, C.R. Bard, CVS Caremark, Capital One, Citigroup, Cognizant, Comcast, Companhia Vale Do Rio Doce, Corrections Corp., Eaton, Express Scripts, Exxon Mobil

F – J

FMC, Fifth Third Bancorp, First American, Franklin Resources, Freeport-McMoRan, General Mills, Genzyme, Goldman Sachs, Goodyear, Harman International, Home Depot, JPMorgan Chase

K – O

Liberty Entertainment, MasterCard, McDonald’s, Microsoft, Millipore, Monsanto, Nestle, Nike, Oracle

P – T

PDL BioPharma, PepsiCo, Pfizer, Popular, Precision Castparts, Qualcomm, Regions Financial, Rockwell Collins, Smithfield Foods, Southwestern Energy, SunTrust Banks, Thermo Fisher Scientific, TransAlta, Tyco International

U – Z

UnitedHealth, ViaSat, Visa, WellPoint, Western Union, XTO Energy, Yahoo