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Welcome to SuperInvestor Insight |
| The best investors regularly cite their "grapevine" in the investing business as a key source of great ideas. Not to mimic what others are doing, of course – they think for themselves – but to identify opportunities worthy of a closer look. As Bruce Berkowitz, manager of the highly successful Fairholme Fund, says: "Why wouldn't you look at what other great investors have found?" |
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| SuperInvestor Insight is for investors looking to expand their own first-class investing grapevine. Based on the quarterly SEC filings of an elite cadre of value-oriented investment managers, SuperInvestor Insight draws both general and specific insight from what the best investors own, what they're buying and what they're selling. |
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| Each quarterly issue of SuperInvestor Insight is filled with valuable information and analysis to inform profitable investment decisions. Here are highlights from the current issue: |
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| Issue Highlights: June 1, 2010 |
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| What They're Buying |
| Cycle-sensitive bets like Google and continued buying of financials such as Bank of America and JPMorgan Chase indicate top investors, on balance, are fairly bullish about the economy. |
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Brighter Skies? |
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Biggest New Bets |
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| What They're Selling |
| Regulatory concerns have been weighing on some of the stocks most frequently sold by SuperInvestors last quarter, including WellPoint and Visa. Is that something investors may need to get used to? |
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Wavering Commitment |
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Selling Out |
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| What They Own |
| Wide-moat blue chips such as Comcast and Microsoft remain well represented in star investors’ portfolios, but more speculative financials like CIT Group and Citigroup are taking “share.” |
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Concentrated Effort |
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Doubling Down |
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| Stock Spotlight |
| A clean and quick bankruptcy process can do wonders for a company's future prospects, which is what SuperInvestors appear to be betting on in financial-crisis victim CIT Group. |
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| Companies in this Issue |
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| A – E |
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AmerisourceBergen, Aon, Apache, Apollo Group, Apple, Bank of America, Berkshire Hathaway, Boston Scientific, Broadridge Financial, CIT Group, CVS Caremark, Centene, Citigroup, Cognizant Technology, Comcast, Cooper Industries, DaVita, Encana, eBay |
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| F – J |
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Foster Wheeler, Genzyme, Google, HSBC, Hartford Financial, Hyatt Hotels, J.M. Smucker, JPMorgan Chase |
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| K – O |
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Kraft Foods, Liberty Media Interactive, MGM Mirage, Market Vectors Gold Miners, MasterCard, McKesson, Medco Health, MetLife, Microsoft, Morgan Stanley, New Oriental Education, Oracle |
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| P – T |
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Pfizer, Philip Morris International, Precision Castparts, Qualcomm, State Street |
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| U – Z |
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Visa, Walter Energy, WellPoint, Wells Fargo, Willis Group, Wyndham Worldwide, Xerox, Yahoo |
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| 100% SATISFACTION GUARANTEE |
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