|
|
 |
 |
|
February 26, 2007 |
| What They're Buying |
| While equity markets appear quite placid, there's plenty of price volatility out there to attract SuperInvestors' attention. |
|
|
Table: |
|
Ready To Pounce |
|
|
Table: |
|
Biggest New Bets |
|
|
| What They're Selling |
| Their time horizons are typically beyond the average investor's, but many SuperInvestors clearly don't get too attached to their holdings. |
|
|
Table: |
|
Low Fidelity |
|
|
Table: |
|
Biggest Complete Sales |
|
|
| What They Own |
| The classic characteristics of high-quality businesses are in prominent display among stocks widely held by SuperInvestors. |
|
|
Table: |
|
Quality Rules |
|
|
Table: |
|
Doubling Down |
|
|
| Stock Spotlight |
| Why did seven SuperInvestors buy or increase their existing positions in this typically too-expensive stock last quarter? |
|
|
 |
|
|
| Companies in this Issue |
|
| A – E |
|
|
Advanced Medical Optics, Affiliated Computer Services, Allergan, American Tower, Apollo Group, Applied Micro Circuits, AutoZone, Baidu.com, Bed Bath & Beyond, Berkshire Hathaway, Broadcom, CBS, CVS, Caremark Rx, Carolina Group, Ceridian, Coach, Comcast, ConocoPhillips, Corning, D.R. Horton, DirecTV |
|
| F – J |
|
|
Federated Department Stores, Fidelity National Financial, Grupo Televisa, Harrah's Entertainment, Hewlett-Packard, Home Depot, InfoSpace, Ingersoll-Rand, Isle of Capri Casinos, Janus Capital |
|
| K – O |
|
|
Lear, Legg Mason, Level 3 Communications, Ligand Pharmaceuticals, Lowe's, Martin Marietta Materials, MasterCard, McDonald’s, Microsoft, NYSE Group, News Corp., Nuvelo, OSI Restaurant Partners |
|
| P – T |
|
|
Qualcomm, Regis, Safeway, Snap-on, Starbucks, Station Casinos, Symantec, Temple-Inland, Time Warner, Tyco |
|
| U – Z |
|
|
UnitedHealth, Virgin Media, Walter Industries, Warner Chilcott, Wendy's, Western Union, Williams Companies |
|
|
|
|
|
|
|
|
|
See What You've
Been Missing |
|
| Review each issue's Table of Contents to see the range of investing ideas and wisdom available in SuperInvestor Insight: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
