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[Most Recent Quotes from www.kitco.com]




Health Care Analysts Stock Picks

CEO Blogger (October 21st, 2008) Writes:

Pharmaceutical stocks were winners today on the earnings front, and CNBC guests say they can be winners on the portfolio front as well.Robert Hazlett, pharmaceuticals analyst at BMO Capital Markets, says the sector is a good bet for the very near term.

“These companies have reasonably good fundamentals, you don’t have to take out a new mortgage to fill your prescription, they are big, liquid companies…they have robust dividends and then last, but not least, the political will for change is low in terms of these companies.”

Hazlett’s favorite stocks in the sector are Schering-Plough , which he says has no meaningful patent expirations for four to five years, and Bristol-Myers

Track his picks at:

http://trackthepros.com/stocks/category/1861

Bruce Nudell, medical supply analyst at UBS, likes Baxter International

Abbott Labs and Zimmer Holdings

Track his picks at:

http://trackthepros.com/stocks/category/1190

       ...

Maverick Capital Management 13F | Lee Ainslie Hedge Fund Holdings Analysis

Richard C. Wilson (September 22nd, 2008) Writes:
Maverick CapitalMaverick Capital Management Holdings AnalysisThis post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.Lee Ainslie started Maverick Capital back in 1993 with $38 million. Nowadays, the fund is worth $10 billion. Ainslie, like many of the other fund managers I've profiled, has a background rooted in learning from legendary great Julian Robertson at Tiger Management. So, due to the fact that these proteges learned from the best and have had great success running their own hedge funds, I continually try to find a reason not to follow these funds. And, needless to say I'm never successful. Some contacts over at Maverick have explained that their hedge fund strategy is straight up stock picking, both long and short. They made ...
Tags for this Post:
Advanced Micro Devices, America Movil, Autozone, Avon Products, Bank of New York Mellon, Baxter Intl, Berkshire Hathaway, Cardinal Health, Cigna Corp, Citizens Republic Bancorp, Citrix, Crm, Crocs, Digital River Inc, Free Daily, google, Hanesbrands, HANS, Hedge Fund, Hedge Funds, JP Morgan Chase, Julian Robertson, Leap Wireless, Lee Ainslie, Lexmark, Liberty Media Corp, Loews (L) Move Inc, Lone Pine Capital, Marsh & Mclennan, Maverick Capital Hedge Fund, Maverick Capital LP LTD LLC, Maverick Capital Management, Monsanto, MSCI Inc, Mylan Inc., National City Corp., Nordstrom, Nucor, OfficeMax, Polo Ralph Lauren, Potash, Qualcomm, Raytheon, Research-In-Motion, Sears, Securities And Exchange Commission, Sohu.com Inc., South Financial Group, Starbucks, Stephen Mandel Jr., Suntrust Banks, Textron Inc, Ultra Clean Holdings, USD, Viacom Inc, Wyeth, Zimmer Holdings

Clarium Capital Management | Peter Thiel San Francisco Hedge Fund | Holdings Analysis

Richard C. Wilson (September 22nd, 2008) Writes:
Clarium Capital ManagementClarium Capital | Peter Thiel Holdings AnalysisThis post is being written as part of my Investment Securities Tool which analyzes the holdings of hedge fund managers.Clarium is a $6 billion global macro hedge fund run by Peter Thiel, the co-founder of PayPal. Although they had a rough July (-6.8%), Clarium is still up over 45% year to date. Assets under management have recently ballooned to the highest amount in Clarium's history. It will be interesting to see how effective Clarium will be at deploying this new capital.Now, to the 13F. I actually hesitated even doing a 13F analysis on Clarium Capital simply because when I say they are a global macro fund, I really mean it. The 13F they filed with ...
Tags for this Post:
Altria Group, America, American Express, Cabot, Cisco Systems, Clarium Capital Management, Clarium Capital Management Hedge Fund, Clarium Capital Management Holdings, Conoco, Energy Sector, Foster Wheeler, Frontier Oil, General Dynamics, General Motors, Hedge Fund Holdings, Hedge Funds, Heinz, Hewlett-Packard, Honeywell, ITT Corp, Johnson, Lockheed Martin, Lone Pine Capital Hedge Fund Holdings, Marathon Oil, Mark Hurd, Mcdonalds, MFA Mortgage Investments, Nucor, Nvidia, Occidental Petroleum, oil wave, Oneok Inc, payment processing business models, PayPal, Peter Thiel San Francisco Hedge Fund, San Francisco, Schering, Securities And Exchange Commission, Tontine Capital Partners, Tremblant Capital Hedge Fund Holdings, United Technologies, USD, Warren Buffett, Wmt, Zimmer Holdings

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