March 3, 2011

What They're Buying

SuperInvestors found opportunity last quarter in one-time corporate disasters such as LyondellBasell, businesses under regulatory attack like Apollo Group, and companies grappling with earnings misses such as Cisco.

	Table:		Into Favor

	Table:		Biggest New Bets

What They're Selling

Now that the market seems to believe that healthcare reform won't be as bad as expected, top investors are pulling back on such industry stocks as Pfizer, Cigna, Thermo Fisher Scientific and DaVita.

	Table:		Ahead of the Curve

	Table:		Selling Out

What They Own

Long-time favorites Comcast and Oracle fell from grace last quarter, while SuperInvestors’ embrace of both Microsoft and Apple signals they have varied notions about what constitutes value.

	Table:		Eclectic Tastes

	Table:		Doubling Down

Stock Spotlight

Handicapping Citigroup's prospects brings with it a unique level of uncertainty, even for today's market. Will SuperInvestors' infatuation with the financial giant's shares prove short-lived?

Companies in this Issue

A – E

Alere, Apollo Group, Apple, Bank of America, BlackRock, CF Industries, CIT Group, CVS Caremark, Cablevision Systems, Charles Schwab, Cigna, Cisco, Citigroup, Comcast, Covidien, DaVita, Encana, Express Scripts, Exxon Mobil

F – J

General Growth Properties, General Motors, Genzyme, Google, Hewlett-Packard, Howard Hughes Corp., ITT Corp., Informatica, J.C. Penney, JPMorgan Chase

K – O

Liberty Media Interactive, LyondellBasell, Mattel, Micron Technology, Microsoft, Moody's, Nike, Nvidia, Omnicare, Oracle

P – T

Pfizer, Potash, Qualcomm, Qwest Communications, Ralcorp, Raytheon, Sensata Technologies, Smurfit-Stone Container, Sprint Nextel, Strayer Education, Teva Pharmaceutical, Thermo Fisher Scientific, Time Warner Cable, Transocean, Tyco International

U – Z

Union Pacific, Viacom, Visa, WellPoint, Wells Fargo, Williams, Yum Brands