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August 24, 2007 |
| What They're Buying |
| Stumbling long-term winners and companies going through capital-markets activity attracted elite investors last quarter. |
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Table: |
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Safety in Numbers? |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| SuperInvestors gave mixed signals on Qualcomm and Motorola, but their take on other big names was much less equivocal. |
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Table: |
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Reading the Signals |
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Table: |
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Selling Out |
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| What They Own |
| Following the recent market swoon, several key SuperInvestor holdings at the end of last quarter have gotten markedly cheaper. |
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Table: |
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New-Found Bargains? |
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Table: |
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Portfolio Anchors |
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| Stock Spotlight |
| The market seems to have given up hope that Borders can turn itself around. SuperInvestors, however, appear far more optimistic. |
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| Companies in this Issue |
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| A – E |
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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 |
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| F – J |
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First American, First Data, Freddie Mac, Freeport-McMoran, Global Payments, Google, Greenlight Capital Re, Hansen Natural, Hewitt Associates, Home Depot, Ingersoll-Rand |
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| K – O |
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Kennametal, Kraft Foods, Lear, Lehman Brothers, Limited Brands, Lubrizol, MGM Mirage, Martin Marietta Materials, MasterCard, McDonald’s, Microsoft, Motorola, NRG Energy, News Corp., Oracle |
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| P – T |
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Penn National, Plains Exploration, Qualcomm, Reuters Group, Rowan, SAIC, Sears Holdings, Staples, Thermo Fisher Scientific, Time Warner, Tyco |
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| U – Z |
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United Parcel Service, UnitedHealth, Victory Acquisition, Virgin Media, Wal-Mart, WellPoint, Yahoo |
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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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