$21 Billion Hedge Fund Farallon Capital’s High Upside Potential Picks
We have been processing 13F filings from hedge funds in our database, which tracks positions in U.S. stocks over time and which we have used to develop investment strategies.
Posts Tagged ‘Express Scripts Inc (ESRX)’
Billionaire Daniel Och’s New Purchases: News Corp (NWSA), Express Scripts Holding Company (ESRX), Coca-Cola Enterprises Inc (CCE)
Daniel Och started Och-Ziff Capital Management almost twenty years ago, and it has become one of the largest institutional managers of alternative assets since then.
4 Reasons to Be Optimistic About Healthcare: Express Scripts Holding Company (ESRX), WellPoint, Inc. (WLP), Eli Lilly & Co. (LLY)
In last month’s brief earnings call, Express Scripts Holding Company (NASDAQ:ESRX) CEO George Paz happily announced a better than expected outlook for the 2013 fiscal year.
Insiders Have Bought Express Scripts, Simon, and More
We have been spending much of our time in the last month analyzing 13F filings from hedge funds and other notable investors and working on investment strategies using the included...
Insider Buying at Hedge Fund Darling Express Scripts
Express Scripts Holding Company (NASDAQ:ESRX) was the second most popular healthcare stock among hedge funds in the fourth quarter of 2012, right behind Pfizer Inc.
Rite Aid Corporation (RAD) May Be Headed Downhill Again: Walgreen Company (WAG), Express Scripts Holding Company (ESRX)
For much of 2012, troubled pharmacy chain Rite Aid Corporation (NYSE:RAD) seemed to be pulling itself up by its bootstraps.
Express Scripts Holding Company (ESRX), Rite Aid Corporation (RAD): Can Walgreen Company (WAG)’s Stock Rise 200%?
Shares of Walgreen Company (NYSE:WAG) were all over the map last year.
8 Fascinating Reads: Express Scripts Holding Company (ESRX)
Happy Friday! There are more good news articles, commentaries, and analyst reports on the Web every week than anyone could read in a month.
CVS Caremark Corporation (CVS): 3 Ways This Company Is Better Than the Competition
It's rare in the market when you can find a company that is doing clearly better than their competition.
3 Horrendous Health-Care Stocks This Week: VIVUS, Inc. (VVUS), Accretive Health, Inc. (AH), Dynavax Technologies Corporation (DVAX)
While the federal government now gets to deal with "massive" budget cuts of around 2.3% of total annual federal spending put into law by President Obama and Congress, some investors...
Cardinal Health, Inc. (CAH): Bulking Up In The Right Places
Cardinal Health, Inc. (NYSE:CAH) is buying privately held AssuraMed, a supplier of products for home use to treat diabetes, wounds, and incontinence, among other things.
Bain Capital’s Hedge Fund Likes Dollar General and More
Bain Capital is best known as a private equity fund engaging in leveraged buyouts, but its success has allowed it to develop other investment funds including long/short equities...
Lee Ainslie’s Top Stock Picks Include Apple Inc. (AAPL)
We have been going through our database of 13F filings for the fourth quarter of 2012.
VIVUS, Inc. (VVUS) Earnings: An Early Look
Earnings season is now starting to wind down, with most companies already having reported their quarterly results.
The Most Popular Healthcare Stocks Among Hedge Funds Include Pfizer
Even with the delay inherent in 13F filings (these filings disclose many of a hedge fund or other investor’s long equity positions at the end of a quarter, but are not released...
Look To This Industry for Safe Stocks: Campbell Soup Company (CPB) and More
The recent acquisition of H.J.
Express Scripts Holding Company (ESRX): What Happened to Doom and Gloom?
Last quarter, Express Scripts Holding Company (NASDAQ:ESRX) CEO George Paz made news when he gave a bleak outlook for the economy even though his company achieved good results...
5 Can’t-Miss Health-Care Events This Week: Dynavax Technologies Corporation (DVAX) and More
Earnings are once again going to steal the spotlight this week, with four of the five can't-miss stories in the health-care sector revolving around earnings reports.
Express Scripts Holding Company (ESRX) Earnings: An Early Look
Earnings season is in full swing, with huge numbers of companies having already given their latest numbers to investors, and Express Scripts Holding Company (NASDAQ:ESRX) is...
Will These Drugstores Change Course in 2013? CVS Caremark Corporation (CVS), Walgreen Company (WAG)
The competition between the two drugstores giants CVS Caremark Corporation (NYSE:CVS) and Walgreen Company (NYSE:WAG) continues.
Can Investors Trust CVS Caremark Corporation (CVS) with Their Prescription & Investment?
A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company ...
What to Learn From Columbus Circle Investors’ Big Buys? Express Scripts Holding Company (ESRX), Whirlpool Corporation (WHR)
Columbus Circle Investors is an equity investment manager based in Stamford, Connecticut.
Billionaire George Soros’s High Upside Potential Picks Include AIG
One way to estimate the upside potential of a stock is to look for a low PEG ratio, a financial metric that adjusts the traditional P/E multiple according to the consensus earnings...
Billionaire Stephen Mandel’s High Upside Potential Picks Include Apple Inc. (AAPL)
Stephen Mandel worked at legendary investor Julian Robertson’s Tiger Management until 1997 when he left to launch Lone Pine Capital.
Michael Karsch’s Top Stock Picks Include AIG
Michael Karsch, manager of Karsch Capital Management, has quite the pedigree.
Rite Aid Corporation (RAD): Growth at a Reasonable Price, or Takeover Target?
Rite Aid Corporation (NYSE:RAD) is a major growth opportunity, but also a takeover candidate.
Priceline, Mastercard, Express Scripts Among Maverick Capital’s Bullish Bets
Maverick Capital recently filed its 3Q 13F with the SEC.
Cigna, CVS, Humana, and More: 10 Healthcare Stocks Hedge Funds Love
After identifying the ten most popular stocks among hedge funds according to their third quarter 13F filings, we have decided to break down the top ten stocks that hedge funds...
Mathew Martoma: What’s His Former Hedge Fund Trading Now?
Despite the common perception of insider trading, it remains a fact that out of the hundreds of thousands of insider transactions every year, just a tiny fraction are ruled to...
The Walgreen, CVS, Express Scripts Fallout Continues
Express Scripts Holding Company (NASDAQ:ESRX), the largest pharmacy benefit manager in the U.S., tumbled 15% on reduced guidance for 2013.
What Do Walgreen’s Q4 Earnings Mean for Investors?
After hitting their 52 week high on September 28, Walgreen Company (NYSE:WAG) shares slid 0.4% that day after announcing their fourth quarter results.
Why is This Hedge Fund Betting Big on AMC Networks?
Luxor Capital Group, managed by Christian Leone, is a New York-based hedge fund with an estimated $3 billion in assets under management.
Walgreen’s Next Fight: Regaining Lost Express Script Customers
I couldn’t help but notice how different a Walgreen Company (NYSE:WAG) advertisement I saw over the weekend looked.
Magnetar Capital’s Top 5 Stock Picks: Express Scripts, EOG Resources, and More
Founded in 2005, Magnetar Capital is headquartered in Evanston, Illinois and also has a presence in New York, London, and Beijing.
Warren Buffett Loves Just One Of These PBMs, Shouldn’t You?
Express Scripts Holding Company (ESRX) is the largest pharmacy benefit management (PBM) company since its acquisition of Medco Health Solutions this year.
Hedge Fund News: Barclays, Carl Icahn, John Paulson
Marcus Agius, the chairman of Barclays, resigned on Monday, less than a week after the big British bank agreed to pay $450 million to settle accusations that it had tried to manipulate...
12 Most Popular Healthcare Stocks Among Hedge Funds
Insider Monkey follows hedge fund managers because they're the smartest investors around. They leave less to chance than do most investors.
Walgreen and Express Scripts’ Split Hurt These Hedge Funds $WAG $ESRX
Walgreen fell 5.5% after failing to renew its contract with Express Scripts (ESRX). ESRX declined more than 3% initially but recovered all these losses.
Larry Robbins’ Bullish Stock Picks
Most investors aren’t happy about the performance of their investments over the last decade. Some of those who gained couldn’t even beat the inflation.
Stephen Mandel and Lone Pine Capital’s New Stock Picks
Stephen Mandel’s Lone Pine Capital has $17 Billion in assets under management. His personal wealth is about one tenth of that.
John Griffin and Blue Ridge Capital’s New Stock Picks and Holdings
John Griffin, 47, was second in command at Julian Robertson’s Tiger Management. He launched Blue Ridge Capital in 1996.
Glenview’s Larry Robbins Extremely Optimistic: Dow 20000
Glenview’s Larry Robbins is one of the most optimistic hedge fund managers around. He predicts P/E multiples will expand by 45% by the end of 2013.
