Pinnacle Foods Inc (PF), Eaton Corporation, PLC Ordinary Shares (ETN): Here’s What This $4 Billion Investment Firm Has Been Buying

Finally, Atalanta Sosnoff’s biggest closed positions included Exxon Mobil Corporation (NYSE:XOM) and BlackRock, Inc. (NYSE:BLK). Other closed positions of interest include Sirius XM Radio Inc (NASDAQ:SIRI) and Freeport-McMoRan Copper & Gold Inc. (NYSE:FCX). Sirius XM Radio Inc (NASDAQ:SIRI) is up about 84% over the past year, and trading near a five-year high. The company boasts more than 25 million subscribers, and revenue and earnings have been growing at double-digit rates. Growing auto sales bode well for Sirius, as its radios are embedded in many vehicles. Meanwhile, Sirius faces competition from Pandora Media Inc (NYSE:P), but Pandora is dealing with its own problems, recently posting some shrinking numbers.

Freeport-McMoRan Copper & Gold Inc. (NYSE:FCX), meanwhile, has been whacked by falling copper and gold prices. The world’s largest publicly traded copper producer has also been affected by slowing growth in China, and labor strikes haven’t helped, either. One bright spot is that the company diversified its operations considerably when it bought a pair of oil and gas producers. How well it integrates all its businesses remains to be seen, though. Unloved by many right now, the stock seems rather undervalued to some. Patient investors can collect a 4.4% dividend yield.

The article Here’s What This $4 Billion Investment Firm Has Been Buying originally appeared on Fool.com.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, holds no position in any stocks mentioned. The Motley Fool recommends BlackRock, Pandora Media, and Unilever. The Motley Fool owns shares of EMC, Freeport-McMoRan Copper & Gold, and Philip Morris International.

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