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Jan 15, 2009
Zacks.com submits: Shenandoah Telecommunications Co. (SHEN) is a solid Growth and Income pick. The company offers a dividend yield of 1.1%, while its industry peers pay virtually no income. The company’s earnings per …
Jan 15, 2009
Market Folly submits: SAC Capital, the $14 billion hedge fund firm run by Steven Cohen has been quite busy with SEC filings as of late. We recently covered SAC's portfolio holdings here. Since then, SAC has amended …
Tagged: nav, omg, ago, ems, ppc, app, twb, wci, auxl, acor, cenx, bmrn, orex, zlc, chic, svnt, cbt, vxgn, alb, has, cqb, trlg, cymi, idev, isph, uthr, safm, fdp, incy, kerx, optt, stei, pfcb, cgrb, akrx, aerg, market folly
Jan 15, 2009
Trader Mark submits: People always email me - why do you own Ultra Financial (UYG) and Ultra Real Estate (URE) when you own the Ultrashorts and are not fans of those sectors? It's for times like this (or near to …
Tagged: ure, uyg, trader mark
Jan 15, 2009
John Reese submits: I always find it interesting to look at the guru portfolios I run on Validea and ask the question “what is working now?" Over the last month, in a period where the S&P is up 0.4%, 11 out of …
Tagged: frx, esl, josb, gifi, jakk, ckp, aeo, john reese, kmt, tbi, amn
Jan 15, 2009
Market Folly submits: This is the Third Quarter 2008 edition of our ongoing hedge fund portfolio tracking series. Before reading this update, make sure you check out the preface to the series we're doing on Hedge Fund …
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