How would you feel if you had to disclose everything that you do? And we get to see all of this every single quarter. Around two weeks after earning season. Sometimes a fund can be completely out of a position by the time they publish their 13F. So remember, they have to disclose their holdings over the past quarter. Then, the quarter ends and over the next two weeks they have to file a 13F.

And how I have used them to make reccomendations to my readers…. If you get a chance, look them up: They have an amazing performance, have been around for forever and they took a huge position in a small biotech name around nine months ago.

10 Stocks Billionaire John Paulson Is Buying for - TheStreet

I saw this and it got my attention. But I had never heard the name of this company before. And I only found out about it because I saw the Baker Brothers take a massive stake in it by looking at their 13F.

And when I say massive stake, I mean a huge position right off the start. No, they took a huge, huge position. And recommended it for my newsletter subscribers. Leon is one of the smartest guys out there…whether you like him or not.

He runs a very successful hedge fund at Omega and he took a huge position in this stock. And I watched the stock fall from 20 into the single digits, around 11 or 12 maybe, while he was still a holder. So, I recommended it for my subscribers, and they did very, very well on it. Mostly because of Leon Cooperman. But remember you have to do your own research as well. Then, I read the transcripts of one of the previous earnings calls for the stock.

The transcripts of the earnings calls are absolutely free and you can find them on any company website. And in the case of Navient, the earnings call transcripts were one of the things that made me recommend the stock. On them, you had Leon Cooperman asking questions after the stock performed like crap.

But this happened in I believe and Mario Gabelli got on the earnings call. A lot of times they have their analysts get on the call. So you can find out a lot of new ideas and also what companies the largest investors in the world are selling or dumping. I know this is a little bit of a long-winded answer, but its an important topic.

I love when a big name investor buys a beaten down stock. It usually provides a nice floor because these big investors usually add to their positions over time.

Then Keytruda is a drug that Merck makes that is really taking market share in that compared to the two drugs that Bristol-Myers manufacturers. That amounts to what? The stock is trading for ish today. The stock is probably going to come down. But the deal, according to these guys who are very smart and believe me, they have ties everywhere in Washington, lobby groups, everything are taking huge positions in Time Warner. If you are a regular reader or listener, you know these are two stocks that have kicked my ass, but I just wanted to note this since these are stocks that have been destroyed and I love to see big money pour into beaten down names.

If you notice these names had big moves over the past two weeks or so as investors are finally starting to see the value. That was like 18 months ago.

Now you have the uptrend in Mylan and Teva. This is a strategy that my buddy Steve Sjuggerud always says. Instead of trying to catch a falling knife, you want to see that uptrend. It means you want to do homework on this name. What is he seeing that nobody else is?

He still owns a sizable stake of 13 million shares but he sold a little more than four million shares last quarter. So maybe as an investor you should be looking to get out of that position. This is a sector that he hated for so long. Because he took a new stake in a company that is odd. It may be a fantastic opportunity. I personally just like Briefing because every single 13F is easy to find in like two seconds.

JOIN OVER 25, READERS. HOME MEMBERS BLOG PODCASTS RESOURCES LEGAL TERMS OF SERVICE PRIVACY POLICY MENU HOME MEMBERS BLOG PODCASTS RESOURCES LEGAL TERMS OF SERVICE PRIVACY POLICY. HOME ABOUT BLOG PODCAST ARCHIVES. Knowing What Stocks Hedge Funds Are Buying Have you ever heard of something called a 13F? The reporting in a 13F is over the course of three months. So, by the time they file it, they may not be in those positions anymore. They could have blown out of position, especially the quant funds.

Just something to realize. And how I have used them to make reccomendations to my readers… The Baker Brothers. I started researching the name.

I realized the potential on it… And recommended it for my newsletter subscribers. This is in about three, four months time. Navient Another example of getting ideas from 13F is Navient. So… I started doing a ton of homework on the name. This was a small company…single digits. These questions often are buy signals, as was the case with Cooperman.

Bristol-Myers is one of the best platforms out there. So the stock has got hit really hard, but its still an amazing company. But that was one of the things I saw in a 13F doing a research. That is the second big name person that I know of that loves this stock.

They may have to sell off some of the assets… But the deal, according to these guys who are very smart and believe me, they have ties everywhere in Washington, lobby groups, everything are taking huge positions in Time Warner. They believe this deal is definitely going happen. New positions in Mylan and Teva.

ywepubuy.web.fc2.com - Top Financial Newsletter

Again, I like cheap. I like hated, but I want to see the uptrend. New position in Pandora Really?

5 Stocks Hedge Funds Are Buying - TheStreet

What does that mean? Lowers his stake in GM GM has been a loser for him. Einhorn closes position in Take Two and US Steel These were monster winners for him. Monster trades, short term winners. So very nice job for Greenlight. Increased position in airlines and an interesting new stake We all know, no matter what Buffett does, it will be published every place. I love the position in airlines. Benzinga also publishes them, which is a free site.

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