Stocks Q1 2013
First of all I must admit that Mr. Einhorn put his money where his mouth was because he doubled the amount of shares in Apple.
The new companies that he added:
Capital BK Finl Corp: Is a bank holding company
Hess Corp: Is an American oil company
IAC Interactive Corp: Media and internet company well known and established internet brands.
National BK Hldgs corp: Another bank holding company. One can almost suspect that they expect the interest rates to increase soon again. This would mean that the smaller banks that has no investment banking but are living on the interest rates will all of a sudden start to make a profit again...
Oil STS Intl Inc: Service company for the oil industry
Spirit Aerosystem Hldgs Inc: Building several parts for Boeing airplanes.
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