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November 22, 2006 |
| What They're Buying |
| In a market that tends to favor the new, new thing, SuperInvestors have been buying iconic companies that have fallen from grace. |
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Table: |
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In The Money |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| Discarding losers appears to have been the top motivation behind the most common SuperInvestor sales in the latest quarter. |
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Table: |
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Pulling The Weeds |
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Table: |
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Turning Capital |
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| What They Own |
| While top investors own many of the same stocks, their biggest individual positions are likely to be more solitary bets. |
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Table: |
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Consensus Building |
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Table: |
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Differentiating Factors |
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| Stock Spotlight |
| When the best money managers are buying shares in an investment management firm, it's probably a good idea to pay attention. |
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| Companies in this Issue |
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| A – E |
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Accredited Home Lenders, Advance Auto Parts, Altria Group, American Express, American Tower, Ameriprise Financial, BKF Capital, Baidu.com, Bed Bath & Beyond, Borders Group, Brookfield Asset Management, Canadian Natural Resources, Caremark Rx, Charles Schwab, Check Point Software, Cimarex Energy, Coca-Cola, Comcast, Companhia Vale do Rio Doce, Copart, Corning, D.R. Horton, Dade Behring, Dell |
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| F – J |
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Fannie Mae, First Data, Freescale Semiconductor, Harrah's Entertainment, Hilton Hotels, Home Depot, Janus Capital |
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| K – O |
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Kohl's, Las Vegas Sands, Legg Mason, MasterCard, Mattel, McDonald's, Mentor Corp., Microsoft, NTL, National Oilwell Varco, News Corp., Nike, Oracle |
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| P – T |
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Pioneer Natural Resources, Reliant Energy, Reuters Group, Schlumberger, Sears Holdings, Southwestern Energy, Sprint Nextel, Symantec, Time Warner, Tyco |
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| U – Z |
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Valero Energy, Viacom, Wal-Mart, Walter Industries, Warner Chilcott, WellPoint, 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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