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November 30, 2007 |
| What They're Buying |
| Beaten-down financial and retail stocks attracted elite investors last quarter, but of greater interest were firms tied to healthcare. |
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Table: |
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Bargain Shopping |
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Table: |
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Biggest New Bets |
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| What They're Selling |
| While it can be hard to sell investments that have performed very well, SuperInvestors don't appear to find this so difficult. |
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Table: |
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Fleeting Romances |
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Table: |
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Selling Out |
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| What They Own |
| Smart investors clearly often trade around the core positions they know best – especially in volatile markets like today's. |
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Table: |
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Never a Dull Moment |
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Table: |
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Prospecting for Gems |
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| Stock Spotlight |
| It’s not often that one of the world’s most highly regarded companies gets affordable enough to attract SuperInvestor attention. |
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| Companies in this Issue |
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| A – E |
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Alcoa, American Eagle, American Express, American Tower, Atlas America, Atlas Energy Resources, Bear Stearns, Borders, Broadridge Financial, Burlington Northern, CSX, CVS Caremark, CarMax, Cintas, Cisco, Citigroup, Comcast, ConocoPhillips, Covidien, Diageo, Domtar, EMC |
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| F – J |
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First American, First Marblehead, FormFactor, GLG Partners, Genentech, General Electric, Genworth Financial, Genzyme, Google, Hewlett-Packard, Home Depot, Illumina, IndyMac Bancorp, Ingersoll-Rand, Johnson & Johnson |
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| K – O |
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Ligand, Limited Brands, Massey Energy, McKesson, Merck, Microsoft, Mirant, Monsanto, Monster Worldwide, Mueller Water, Nalco, Nokia, Norfolk Southern, Oracle |
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| P – T |
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PharMerica, Pride International, Qualcomm, Research In Motion, SAIC, Sears Holdings, Staples, State Street, SunTrust Banks, Target, Teekay, Tyco |
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| U – Z |
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Union Pacific, UnitedHealth, Valero Energy, Vulcan Materials, 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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