Date updated:01-30-2008
Hedge Fund activists differ from their traditional counterparts by having more concentrated portfolio and fewer assets under management; this forces such activits funds to really find hidden diamonds.
With hedge funds always changing their positions, here are a few updates worth looking at.

-
MELI
Mercadolibre - $22.97
- +1.01%
- $22.73
Tiger Global owns 9.8% and Lone Pine owns 2.42%-- Mercadolibre is a great play on the wealth expansion theory. With Latin American income raising, people are going ot want to invest their money—MELI is a play off that. Also, they are involved in integrated online payments—A bit like an online Master Card. I would buy the pullbacks

-
SAI
Saic Inc - $17.80
- 0.00%
- $17.73
Another name worth looking at is SAIC (SAI) which is owned by both < Eminence-Capital Eminence Capital Lone Pine Capital. SAIC is a defense contractor that provides engineering and systems integration solutions to the US military, the US Department of Defense, the US Department of Homeland Security and other US Government agencies. Near its 52-week low SAIC has lots of synergistic ties with the government; most of its 40,000 employees have high level government clearance, something other large defense contractors cannot boast. Though total earnings per share are still under $1 for 2007, SAIC is poised to “win” additional business from the government in the coming years

-
CCI
Crown Castle Inte - $24.33
- 0.00%
- $24.41
Last week Atticus Capital registered a 5.51% stake in Crown Castle (CCI). In the regulatory filing Atticus stated that it owned 15.7 million shares, up sharply from the nearly 9.2 million shares that it reported owning at the end of September. Crown Castle engineers, deploys and operates technologically advanced shared wireless infrastructure, including extensive networks of towers. Crown Castle currently has 75.1% quarterly revenue growth compared to an industry average of 27.3%. Atticus Capital is known for taking large, concentrated positions in select stocks that are driven by improving fundamentals

-
TCK
Teck Resources Lt - $17.30
- 0.00%
- $17.13
Teck is owned by Atticus which owns about 4% of the company. Despite the rally in industrial metals and minerals teck is near its 52-week low. Some people believe that shares have been under pressure due to its copper and zinc exposure; zinc has been very weak as of late and copper will fall if we truly enter into a global recession. At these levels with a forward PE of 7.8 it seems like a natural takeover target from the likes of BHP.

-
PMTC
Parametric Techno - $12.78
- -0.47%
- $12.77
Near its 52-week low SAC owns 3.15% of the company. Though, tech has been weak lately, parametric technology engages in the development and support of management software solutions for companies worldwide. Has a forward PE of 11.94 with operating margins of 11.8%

-
EQR
Equity Residentia - $24.25
- 0.00%
- $25.22
Watch out here; this is a publicly owned real estate trust. If we get a 50BPS cut on Wed. I would buy this—Sports a 5.1% yield and is near its 52-week low. Trades at less than 2x book value – D.E. Shaw owns 3.26%

-
PLD
Prologis - $8.50
- 0.00%
- $8.70
Another real estate trust that owns propertites in the US, Europe and Asia. Has a 3% yeild. State Street owns 3.78% of the company

-
NIHD
Nii Holdings - $20.42
- -2.30%
- $20.93
Well off its highs of $90+ NII Holdings provides wireless communication services for business and individuals. In short the stock has been killed as recession fears cut might cut into the companies EPS. NII has some cool products like their Nextel Direct Connect service, which is used but almost every blue collard worker
- Interesting Hedge Fund Positions's Blog
- No Blogs Found
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Highbridge Statistical...
- 3. Joel Greenblatt
- 4. Amana Trust Growth - A...
- 5. Fidelity International...
- show all
- Top Do-It-Yourself Portfolios
- » agtest1
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » HMH1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Stockpickr Staff Posted on July 2, 2009 Developments in the stem cell world are starting to get very interesting. On Tuesday, General Electric (GE) signed an exc...
By Rebecca Corvino Posted on July 2, 2009 Every day, Stockpickr members are creating and sharing stock ideas with each other through various platforms. If you're not al...
By Rebecca Corvino Posted at 12:30 p.m. EDT on July 2, 2009 Making Thursday's headlines and sending stocks lower were reports that June saw the loss of 467,000 more job...
By Stockpickr Staff Posted on July 2, 2009 Some investors assume that at this time of year, it's the summer doldrums for the stock market. After all, as the saying goe...
A. commodities also down across the board.
i think guidance will be the real market
mover, cause i think we only have q3
left for peoples patience to run out.
mike
A. The only one I own : SLX,
too hard pick a winner out all of them
Here is the stock list of some of the largest % losers from July 1, 2009. more
Here are some of the largest % gainers from July 1, 2009. more
Analyst Downgrades for July 1, 2009. Read more here. more








Comments not available