August 24, 2007

What They're Buying

Stumbling long-term winners and companies going through capital-markets activity attracted elite investors last quarter.

	Table:		Safety in Numbers?

	Table:		Biggest New Bets

What They're Selling

SuperInvestors gave mixed signals on Qualcomm and Motorola, but their take on other big names was much less equivocal.

	Table:		Reading the Signals

	Table:		Selling Out

What They Own

Following the recent market swoon, several key SuperInvestor holdings at the end of last quarter have gotten markedly cheaper.

	Table:		New-Found Bargains?

	Table:		Portfolio Anchors

Stock Spotlight

The market seems to have given up hope that Borders can turn itself around. SuperInvestors, however, appear far more optimistic.

Companies in this Issue

A – E

Alcoa, Altria, American Express, American Tower, Atmel, Avaya, BEA Systems, Bank of America, Biogen Idec, Borders Group, Brunswick, Burlington Northern, CVS Caremark, Charles Schwab, Cisco Systems, Clear Channel, Coca-Cola, Comcast, Copart, Delta Air Lines, Donnelley (R.R.), Dow Jones, EMC, Einstein Noah Restaurant Group, Equifax, Express Scripts

F – J

First American, First Data, Freddie Mac, Freeport-McMoran, Global Payments, Google, Greenlight Capital Re, Hansen Natural, Hewitt Associates, Home Depot, Ingersoll-Rand

K – O

Kennametal, Kraft Foods, Lear, Lehman Brothers, Limited Brands, Lubrizol, MGM Mirage, Martin Marietta Materials, MasterCard, McDonald’s, Microsoft, Motorola, NRG Energy, News Corp., Oracle

P – T

Penn National, Plains Exploration, Qualcomm, Reuters Group, Rowan, SAIC, Sears Holdings, Staples, Thermo Fisher Scientific, Time Warner, Tyco

U – Z

United Parcel Service, UnitedHealth, Victory Acquisition, Virgin Media, Wal-Mart, WellPoint, Yahoo