I must say that David Einhorn had a very busy time in Q2 2013. It is rare to see so much shifting of stocks in a value based investment company. David has obviously gone outside of the US with the money and therefore they have no demand to report to the SEC.
Several stocks have been kicked out as can be seen in the list below.
There were also some new stocks and they were:
Amdocs Ltd - An internet service provider with a market-leading BSS, OSS and network control products.
Ing US Inc - A premier retirement, investment and insurance company serving the financial needs of approximately 13 million individual and institutional customers in the United States. The mother company of Ing US Inc is ING Groep N.V. which is a Dutch bank and insurance group.
Liberty Global Plc - An international cable company that are present in 14 countries and have around 50 million customers.
Rite Aid Corp - Health and wellness company that provides services as well as products.
Urs Corp NEW - A construction and engineering company.
Wpc Energy Inc - They are producing natural gas, natural gas liquids and oil from non-conventional resources such as tight-sands and shale formations, as well as from coal bed methane reserves.
No comments:
Post a Comment