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August 31, 2010 |
| What They're Buying |
| Top investors' love affair with financials cooled last quarter, but volatile markets opened up buying opportunities in a broad range of areas, including technology, energy and healthcare. |
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Table: |
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Further Afield |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| With plenty of uncertainty to go around, SuperInvestors saw it as a reason to sell shares last quarter in such firms as Sunoco, MetLife, WellPoint and Visa. |
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Table: |
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Out of Focus |
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Table: |
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Selling Out |
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| What They Own |
| Based on what they own in quantity and size at quarter's end – including big banks B of A and Citigroup and putative turnarounds CIT and Motorola – one couldn't judge top investors' positioning as particularly defensive. |
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On the Offensive |
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Table: |
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Portfolio Anchors |
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| Stock Spotlight |
| As Fidelity National Information Services remakes itself and the industry it serves struggles, the market's apathy toward its stock has translated into SuperInvestor interest. |
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| Companies in this Issue |
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| A – E |
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AMR, Alcon, American Tower, Anadarko Petroleum, Apple, Atlas Energy, Bank of America, Baxter, Beckman Coulter, Bucyrus, CF Industries, CIT Group, CVS Caremark, Charles River Labs, Citigroup, Coca-Cola, Coca-Cola Enterprises, Comcast, ConocoPhillips, Crown Castle, Del Monte Foods, Ensco, Express Scripts, Exxon Mobil, eBay |
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| F – J |
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Fidelity National Information, Fiserv, Goldman Sachs, Google, Home Depot, Invesco, JPMorgan Chase |
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| K – O |
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Kraft Foods, Liberty Global, MDS, Macy's, MasterCard, McDermott, MetLife, Microsoft, Motorola, Oracle |
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| P – T |
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PepsiCo, Pfizer, Qualcomm, SPDR Gold Trust, Sears, Sunoco, Target, Transocean, Tyco International |
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| U – Z |
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URS, UnitedHealth, Valeant Pharmaceuticals, ViaSat, Visa, WellPoint, Wells Fargo, Xerox |
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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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