No Analysis added

No Analysis added

No Analysis added

Soros is also exploring plays that will benefit from exploration into alternative energy sources, as the world tries to dig its way out of its dependency on oil. With that in mind, his second largest holding is International Rectifier (IRF), which is a new position in his latest filing. Soros is a believer in global warming. IRF makes products ranging from power systems to power components and integrated circuits that are used in power management devices.

Soros also has some new investments in technology, particularly in telecom chip makers. For instance, two new investments for him are TriQuint Semiconductor (TQNT) and Ciena (CIEN). TriQuint, still suffering from post-boom investor wariness, trades at a forward P/E ratio of just 12. In the past 12 months the company had almost 100% year-over-year earnings growth, and has net cash of $155 million in the bank. Soros is clearly not making the mistake he made in 2000 of buying tech high-flyers. Now he's waiting for tech to turn into value

Soros also has some new investments in technology, particularly in telecom chip makers. For instance, two new investments for him are TriQuint Semiconductor (TQNT) and Ciena (CIEN). TriQuint, still suffering from post-boom investor wariness, trades at a forward P/E ratio of just 12. In the past 12 months the company had almost 100% year-over-year earnings growth, and has net cash of $155 million in the bank. Soros is clearly not making the mistake he made in 2000 of buying tech high-flyers. Now he's waiting for tech to turn into value

One stock in Soros's personal portfolio that bears looking at is Adams Respiratory Therapeutics (ARXT), which makes respiratory disorder drugs. Soros owns more than 9% of the company. Adams trades at just 13 times cash flows, has a solid balance sheet with $45 million cash in the bank and is expecting double digit revenue and earnings growth over the next year. This could be also a solid demographic play given that the baby boomers are turning 60 and will be need the company’s products before long.