June 1, 2010

What They're Buying

Cycle-sensitive bets like Google and continued buying of financials such as Bank of America and JPMorgan Chase indicate top investors, on balance, are fairly bullish about the economy.

	Table:		Brighter Skies?

	Table:		Biggest New Bets

What They're Selling

Regulatory concerns have been weighing on some of the stocks most frequently sold by SuperInvestors last quarter, including WellPoint and Visa. Is that something investors may need to get used to?

	Table:		Wavering Commitment

	Table:		Selling Out

What They Own

Wide-moat blue chips such as Comcast and Microsoft remain well represented in star investors’ portfolios, but more speculative financials like CIT Group and Citigroup are taking “share.”

	Table:		Concentrated Effort

	Table:		Doubling Down

Stock Spotlight

A clean and quick bankruptcy process can do wonders for a company's future prospects, which is what SuperInvestors appear to be betting on in financial-crisis victim CIT Group.

Companies in this Issue

A – E

AmerisourceBergen, Aon, Apache, Apollo Group, Apple, Bank of America, Berkshire Hathaway, Boston Scientific, Broadridge Financial, CIT Group, CVS Caremark, Centene, Citigroup, Cognizant Technology, Comcast, Cooper Industries, DaVita, Encana, eBay

F – J

Foster Wheeler, Genzyme, Google, HSBC, Hartford Financial, Hyatt Hotels, J.M. Smucker, JPMorgan Chase

K – O

Kraft Foods, Liberty Media Interactive, MGM Mirage, Market Vectors Gold Miners, MasterCard, McKesson, Medco Health, MetLife, Microsoft, Morgan Stanley, New Oriental Education, Oracle

P – T

Pfizer, Philip Morris International, Precision Castparts, Qualcomm, State Street

U – Z

Visa, Walter Energy, WellPoint, Wells Fargo, Willis Group, Wyndham Worldwide, Xerox, Yahoo