Is Netflix, Inc. (NFLX) Stock a Good Buy?
Netflix, Inc. (NASDAQ:NFLX) is up over 150% year to date, in the latest development in the stock’s roller coaster ride (it is in fact down 11% from its levels two years ago).
Author Archive - Matt Doiron
Billionaire Louis Bacon’s Long Term Stock Picks Include Citigroup Inc (C)
Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including Moore Global, the hedge fund founded and managed by billionaire Louis Bacon.
Should You Imitate The Insider Purchase At Safeway Inc. (SWY)?
Safeway Inc. (NYSE:SWY) senior vice president David Bond purchased 5,000 shares of the company’s stock on July 22nd, according to a Form 4 filed with the SEC.
Insider Buying at Philip Morris International Inc. (PM), Charles Schwab Corp (SCHW), and More
Studies show that stocks bought by insiders slightly outperform the overall market (read our analysis of studies on insider trading).
A Board Member Bought 1,000 Shares of Philip Morris International Inc. (PM)
Sergio Marchionne, who is a member of Philip Morris International Inc. (NYSE:PM)’s Board of Directors, purchased 1,000 shares of the company’s stock on July 23rd at an average...
Has the ConocoPhillips (COP) Split Left a Cheap Oil Major?
Last year, ConocoPhillips (NYSE:COP) spun out its downstream assets last year as Phillips 66 (NYSE:PSX) in order to focus more on its exploration and production operations.
Billionaire Stanley Druckenmiller’s Cheap Stock Picks Include D.R. Horton, Inc. (DHI)
In May, billionaire Stanley Druckenmiller- the former head of Duquesne Capital and portfolio manager for George Soros- filed his 13F with the SEC, disclosing many of his long ...
Billionaire Leon Cooperman’s Long Term Stock Picks Include Transocean LTD (RIG)
We maintain a database of quarterly 13F filings from hundreds of hedge funds, including billionaire Leon Cooperman’s Omega Advisors, as part of our work researching investment...
Is Intel Corporation (INTC) a Buy?
In mid July Intel Corporation (NASDAQ:INTC) reported its results for the second quarter of the year.
Cliff Asness’s 3%+ Yield Investments Include AT&T Inc. (T)
In May, Cliff Asness’s AQR Capital Management filed its 13F for the first quarter of 2013 with the SEC.
Billionaire Carl Icahn Revs His Engine in Navistar International Corp (NAV)
Following a deal with the management of Navistar International Corp (NYSE:NAV) that allows both him and fellow activist investor Mark Rachesky of MHR Fund Management to control...
Billionaire Glenn Dubin’s Long Term Stock Picks Include DISH Network Corp (DISH)
While the primary purpose of our database of hedge funds’ 13F filings is to help us develop investing strategies (for example, we have discovered that the most popular small...
Warren Buffett’s Long Term Investing: The Coca-Cola Company (KO), American Express Company (AXP), and More
At Insider Monkey, we track quarterly 13F filings from hundreds of hedge funds and other notable investors- including, of course, Warren Buffett’s Berkshire Hathaway.
Does Billionaire Nelson Peltz See Something In E I Du Pont De Nemours And Co (DD)?
The New York Times’s Andrew Ross Sorkin mentioned in an interview with billionaire Nelson Peltz of Trian Partners at the Delivering Alpha conference that Sorkin has sources ...
Hedge Funds Have Bought WebMD Health Corp. (WBMD), VIVUS, Inc. (VVUS), and More
The most comprehensive look at hedge fund activity comes in the form of quarterly 13F filings, which disclose many of a fund’s positions as of the end of the quarter.
Tiger Cub John Griffin’s Long Term Stock Picks Include Amazon.com, Inc. (AMZN)
We track quarterly 13F filings from hundreds of hedge funds, including Tiger Cub John Griffin’s Blue Ridge Capital, as part of our work developing investment strategies (for...
Billionaire Ken Griffin’s Citadel’s Long Term Picks Include Apple Inc. (AAPL)
In May, billionaire Ken Griffin’s Citadel Investment Group filed its 13F for the first quarter of 2013 with the SEC, disclosing many of its long equity positions as of the end...
Tiger Global Management’s Long Term Stock Picks Include Visa Inc (V)
In May, Tiger Cub hedge fund Tiger Global Management (Tiger Cub funds are those founded by former employees of billionaire Julian Robertson’s Tiger Management) filed its 13F...
The Bill and Melinda Gates Foundation’s Stock Picks Include Berkshire Hathaway Inc. (BRK.B)
The Bill and Melinda Gates Foundation Trust is a long term investor whose capital is used to fund ongoing foundation activities and invested to sustain the foundation for a long...
A Charles Schwab Corp (SCHW) Insider Bought $250,000 Worth of Stock
A Form 4 filed with the SEC has disclosed that Charles Schwab Corp (NYSE:SCHW) Board member Stephen Ellis directly purchased a bit less than 12,000 shares of the company’s stock...
Tiger Cub Lee Ainslie’s Low P/E Stock Picks Include Apple Inc. (AAPL)
It’s been some time since Tiger Cub Lee Ainslie’s Maverick Capital filed its 13F for the first quarter of 2013, disclosing many of its long equity positions as of the end ...
Billionaire Steve Cohen’s SAC Reports 5.2% Stake in WebMD Health Corp. (WBMD)
A 13G filed with the SEC has reported that billionaire Steve Cohen’s SAC Capital Advisors owns 2.6 million shares of WebMD Health Corp.
Is The Home Depot, Inc. (HD) A Smart Way to Play a Housing Recovery?
The Home Depot, Inc.
Is Cisco Systems, Inc. (CSCO) a Good Stock to Buy?
Cisco Systems, Inc. (NASDAQ:CSCO) has been doing well so far in its fiscal year (the third quarter of which ended in April 2013).
Renaissance Technologies’s Long Term Stock Picks Include McDonald’s Corporation (MCD)
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including Renaissance Technologies, the highly successful hedge fund which has made founder...
Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More
One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors.
Jim Chanos Is Shorting Caterpillar Inc. (CAT), Should You?
On July 17th, famous short seller Jim Chanos of Kynikos (the short seller who played a key role in uncovering fraud at Enron and WorldCom) mentioned at the Delivering Alpha conference...
Billionaire Leon Cooperman Still Likes SandRidge Energy Inc. (SD)
At the Delivering Alpha conference on July 17th, billionaire Leon Cooperman of Omega Advisors listed SandRidge Energy Inc.
Billionaire Michael Price’s Long Term Stock Picks Include Citigroup Inc (C)
One of the most common objections to incorporating 13F filings into an investment process is that the information in these filings is a bit out of date; the most recent round ...
Billionaire Stephen Mandel’s Long Term Stock Picks Include Priceline.com Inc (PCLN)
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our...
Billionaire Ken Fisher’s Healthcare Picks for Q3 Include Pfizer Inc. (PFE)
In mid July, Fisher Asset Management, the asset management firm run by billionaire and Forbes columnist Ken Fisher, filed its 13F for the second quarter of 2013 with the SEC, ...
Is Fertilizer Company Mosaic Co (MOS) A Good Stock to Buy?
In mid July, $23 billion market cap fertilizer company Mosaic Co (NYSE:MOS), which provides both phosphate- and potash-based fertilizers, reported its financial results for the...
Yum! Brands, Inc. (YUM) a Good Stock to Buy?
Earlier in July, Yum! Brands, Inc. (NYSE:YUM) released its results for the second quarter of its fiscal year (the quarter which ended June 15th of 2013).
Billionaire Julian Robertson’s Long Term Stock Picks Include Google Inc (GOOG)
In May, billionaire Julian Robertson filed his 13F with the SEC, disclosing many of his long equity positions as of the end of March.
Google Inc (GOOG), Analog Devices, Inc. (ADI): Cantillon Capital Management’s Top Picks for Q3
In mid July, Cantillon Capital Management, an asset management firm run by William Von Mueffling and his team, filed their 13F for the second quarter of 2012.
Billionaire Richard Chilton’s Long Term Stock Picks Include The Home Depot, Inc. (HD)
We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors, which we have used to research investment strategies (we have found, ...
Microsoft Corporation (MSFT), Google Inc (GOOG) & Sandy Nairn’s Favorite Plays
Hedge funds are required to submit 13F filings to the SEC within several weeks of the quarter’s end to disclose many of their long equity positions in U.S.
Navistar International Corp (NAV), Hillshire Brands Co (HSH): Billionaire Mario Gabelli’s Takeover Targets
Billionaire Mario Gabelli of GAMCO Investors appeared on CNBC on July 9th to discuss a variety of topics, including three stocks which he thought might be potential takeover targets...
Tiger Cub Lee Ainslie’s Long Term Picks Include Apple Inc. (AAPL)
One common objection to using hedge funds’ 13F filings to help find potential stock picks is that the information in these filings is a bit old; in most cases, the most recent...
Billionaire David Tepper’s Long Term Picks Include Microsoft Corporation (MSFT)
We maintain a database of quarterly 13F filings from hundreds of hedge funds, including billionaire David Tepper’s Appaloosa Management.
Insiders Have Bought Accenture Plc (ACN), Walgreen Company (WAG) and More
According to our analysis of studies on insider trading, there is a small outperformance effect for stocks bought by company insiders (read our analysis of studies on insider ...
Wintergreen Advisors’s Top Stock Picks Include Berkshire Hathaway Inc. (BRK.B)
We track quarterly 13F filings from hundreds of hedge funds, including David Winters’s Wintergreen Advisors, as part of our work developing investment strategies (we have found...
Is Waste Management, Inc. (WM) a Good Stock to Buy?
Waste Management, Inc. (NYSE:WM), the $20 billion market cap trash and recycling collection services company, got off to a slow start for the year going by its 10-Q for the first...
Tom Gayner’s Markel’s Top Stock Picks Include Berkshire Hathaway Inc. (BRK.B)
Insurance company Markel invests much of its cash in the market under the management of Tom Gayner.
David Blood and Al Gore’s Generation Owns 5.1% of Henry Schein, Inc. (HSIC)
David Blood, the former head of Goldman Sachs Asset Management, and former Vice President Al Gore co-founded Generation Investment Management in 2004.
Insiders Are Buying Shares of Brown-Forman Corporation (BF.A), Should You?
Since the beginning of July, multiple members of the Brown family have been indirectly purchasing shares of Brown-Forman Corporation (NYSE:BF.A).
A VeriFone Systems Inc (PAY) Insider’s Trust Bought About 28,000 Shares
On July 10th, a family trust connected to VeriFone Systems Inc (NYSE:PAY) Board member Jeffrey Stiefler purchased 27,900 shares of stock at an average price of $17.89 per share...
Chuck Royce’s Top Stock Picks Include Nu Skin Enterprises, Inc. (NUS)
We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors, which we use to help us develop investment strategies; for example, we...
William Harnisch’s Peconic Partners’s Top Picks Include Regal Entertainment Group (RGC)
William Harnisch founded Peconic Partners in 2000 after 22 years at Fosrtmann-Leff Associates, where he eventually became President and CEO.
Hedge Funds Have Bought The Pep Boys – Manny, Moe & Jack (PBY), Emulex Corporation (ELX), and More
After a hedge fund or other major investor acquires at least 5% of the outstanding shares of a public company or makes significant changes to that position, they file a 13D or...
