Questcor Pharmaceuticals Inc (QCOR), Sarepta Therapeutics Inc (SRPT): Here’s What This $7 Billion Contrarian Has Been Buying

Finally, Tocqueville’s biggest closed positions included the Tocqueville Gold Fund and Kinross Gold. Other closed positions of interest include Nuance Communications Inc. (NASDAQ:NUAN), a major developer of speech-recognition software that has its technology housed in many iDevices. It has posted some disappointing earnings lately, and is threatened by weak demand, shrinking margins, and intensifying competition. With its seemingly low valuation, though, some see it as a buyout candidate, and bulls like its prospects in health care, where it’s helping hospitals and doctors save millions through improved transcription and documentation.

We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. Therefore, 13-F forms can be great places to find intriguing candidates for our portfolios.

The article Here’s What This $7 Billion Contrarian Has Been Buying originally appeared on Fool.com and is written by Selena Maranjian.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, holds no position in any stocks mentioned. The Motley Fool recommends Nuance Communications. The Motley Fool owns shares of Nuance Communications.

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