Wyeth (WYE)
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- General Discussion on WYE
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
- Tuesday Options Update: UNG, WYE, XLF, GE, AAPL, MRVL, FNM, MCRS, CLNE, CAKE, [view article]
- 15 Value Hedge Funds - Portfolio Update [view article]
- Revisions Ratios Help Uncover Hidden Gems [view article]
- JANA Partners Shows New Stakes in Century Aluminum and Thinkorswim, Boosts AK Steel Stake [view article]
- Looking Inside the New Ben Graham ETN Baskets [view article]
- Time to Invest in Pharmaceuticals? [view article]
- Hedge Fund Tracking: Tremblant Capital [view article]
- 5 Potential Buyout Targets in Biotech - Barron's [view article]
- In Tech We Trust - Fast Money Recap (6/20/08) [view article]
- PowerShares FTSE RAFI Healthcare: Big Bets on Dow Dogs [view article]
- Elan, Wyeth's Alzheimer Drug News Doesn't Please Investors [view article]
loading ...Recent WYE Articles
- Tuesday Options Update: UNG, WYE, XLF, GE, AAPL, MRVL, FNM, MCRS, CLNE, CAKE,
- Revisions Ratios Help Uncover Hidden Gems
- 15 Value Hedge Funds - Portfolio Update
- JANA Partners Shows New Stakes in Century Aluminum and Thinkorswim, Boosts AK Steel Stake
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin)
- Looking Inside the New Ben Graham ETN Baskets
- Time to Invest in Pharmaceuticals?
- 5 Potential Buyout Targets in Biotech - Barron's
- Hedge Fund Tracking: Tremblant Capital
- So Much for the Summer Doldrums with Drugmakers
- Full List of Articles »
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Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting. Reply
Tuesday Options Update: UNG, WYE, XLF, GE, AAPL, MRVL, FNM, MCRS, CLNE, CAKE, [view article]
<US Natural Gas Fund (UNG)>Fast money was pimping the UNG last night. I'd rather trade the e&Ps APC, PXD, XTO among others. Reply
15 Value Hedge Funds - Portfolio Update [view article]
Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? ReplyWendling
Revisions Ratios Help Uncover Hidden Gems [view article]
Unfortunately the stocks that you have listed as staying wary of are the very issues that the specialists on the floor of the NYSE want to accumulate the most for their own personal long term investment accounts before propelling them dramatically higher.For more information on how and why they are doing this click on my site and read the documentation on how it all works, and the reports I have issued on some of these issues listed above.
Richard Reply
15 Value Hedge Funds - Portfolio Update [view article]
valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.
User 164258 - you are correct and the glitch is fixed on my blog. . .
Reply
15 Value Hedge Funds - Portfolio Update [view article]
I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter Reply
15 Value Hedge Funds - Portfolio Update [view article]
I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply15 Value Hedge Funds - Portfolio Update [view article]
I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply15 Value Hedge Funds - Portfolio Update [view article]
Meb is a pretty bright guy and synthesis of other concepts can be very useful. ReplyHedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
I found this interesting and wasn't aware this information was available.Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
User 172125,Re: "just compiling data that is readily available". I don't know about you, but MY clock only has 24 hours in a day, so anything that allows me to be more productive in that 24 hours, has value.
old trader Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Market Folly: Very helpful information, please bring it to us more often, i would rate your research style up there with Barrons. ReplyLooking Inside the New Ben Graham ETN Baskets [view article]
I do appreciate the commentary from everyone.Mr. Carson, I especially appreciate your commentary regarding some dividend paying ETNs. The unique features of some of these ETNs are certainly worth exploring. Thanks again! Reply
Time to Invest in Pharmaceuticals? [view article]
Where does everyone get this $800-1000M per drug number? From the pharmaceuticals themselves of course!Can that number be fully trusted? Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
SA automatically pulls the articles off of your website and puts the links in. That isn't a conscious choice by a blogger. Reply