Monday, November 17, 2008

Follow The Leader

It’s follow the whale time… This is when the hedge funds file with the SEC to report their largest holdings. One of the hedge fund managers I like to track is John Paulson of Paulson and Co. He does a lot of risk arb and is one of the very best in the biz. I just checked out his holdings in the 13F filing and here they are:

Affiliated Computer Svcs, Anheuser Busch Cos, Applied Biosystems Inc, Barr Pharmaceuticals Inc, BCE Inc, Boston Scientific Corp, Brocade Communications, Cheniere Energy Inc, DR Pepper Snapple Group, Equity Media Hldgs Corp, Equity Media Hldgs Corp, Genentech Inc, Hercules Inc, Kinross Gold Corp, Macrovision Solutions, Merrill Lynch & Co Inc, Mirant Corp, NRG Energy Inc, Philip Morris Intl Inc,
Rohm & Haas Co, Time Warner Cable Inc, Tronox Inc and Wrigley WM JR Co.

Of course, you cannot blindly buy what’s in his portfolio, but this is just a good starting point.


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