June 3, 2011

What They're Buying

Prospecting in challenged or long-neglected sectors, SuperInvestors found opportunity last quarter in such companies as Aon, Lowe's, News Corp. and Viacom. They also proved that hope springs eternal by continuing to buy Microsoft.

	Table:		Playing the Odds

	Table:		Biggest New Bets

What They're Selling

Equity markets weren't overly jittery in the first quarter, but SuperInvestors showed signs of being so, particularly with high-profile tech companies such as Cisco and Amazon.com, and in contrarian bets made just the quarter before in Apollo Group and GM.

	Table:		Tough Questions

	Table:		Selling Out

What They Own

Economically sensitive banks such as JPMorgan and Wells Fargo remain popular, but other top holdings such as CVS Caremark and CareFusion are more cycle-independent plays.

	Table:		Information Edge

	Table:		Top Holdings

Stock Spotlight

It's likely a sign of the times that the financial firm most pursued by SuperInvestors, MetLife, is from a plain-vanilla neighborhood of the sector.

Companies in this Issue

A – E

Advanced Micro Devices, Airgas, Amazon.com, American Tower, Aon, Apollo Group, Apple, Baker Hughes, Beckman Coulter, Best Buy, CIT Group, CVS Caremark, CareFusion, Charles Schwab, Cisco, Citigroup, Clorox, Coca-Cola, Coca-Cola Enterprises, Comcast, El Paso, Estee Lauder, Express Scripts, Exxon Mobil

F – J

General Motors, Genworth Financial, Google, HCA Holdings, Hewlett-Packard, ITT Corp., J.C. Penney, JPMorgan Chase, Johnson Controls

K – O

Lowe’s, LyondellBasell, Marathon Oil, McGraw-Hill, McKesson, MetLife, Microsoft, Motorola Solutions, News Corp.

P – T

Pfizer, Plains Exploration, Potash, Priceline.com, Qualcomm, SLM Corp., SPDR Gold Trust, Seagate Technology, Sears, Sensata Technologies, Supervalu, Target, Teck Resources, Teva Pharmaceutical

U – Z

Union Pacific, UnitedHealth, Valeant Phamaceuticals, ViaSat, Viacom, WellPoint, Wells Fargo, Williams, Yahoo