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seen from United States
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seen from Japan
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seen from United States

seen from Argentina
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Günde 10 Kere Arayan Şirkete Yarım Milyon Dolar Ceza Verildi
Günde 10 Kere Arayan Şirkete Yarım Milyon Dolar Ceza Verildi
Rahatsız edici aramalara rekor ceza geldi.
David Einhorn Colors Outside the Lines with These Five Investments
It’s no secret David Einhorn is a big fan of tech. The list of the Greenlight Capital founder’s investments in technology includes Micron Technology, Apple and Marvel Technology, and as of Q2 2014, the sector comprises 59% of his entire equity portfolio.
That being said, David Einhorn’s tech bets aren’t the only ones worth watching. Here are five of the hedge fund manager’s picks in other sectors you may want to consider, too.
Cigna (NYSE:CI) – Health Care. Einhorn initiated a position in global health services provider Cigna during the second quarter of 2012. As of the second quarter of this year, the billionaire holds just under 3.1 million CI shares, and the company comprises about 4% of his equity portfolio.
Cigna has had a relatively strong 2014, its price climbing more than +10% since the start of the year. It is currently trading close to its 52-week high of $97.28, and some expect its price to climb even higher. Competitor Aetna, also an Einhorn health care holding to watch, has had an even stronger year. It is up +22% YTD and approaching its 52-week high as well. Also worth noting – both companies are part of the iBillionaire Index, meaning Einhorn isn’t their only billionaire backer.
Oil States International (NYSE:OIS) – Energy. With a 2.46% allocation in Einhorn’s equity portfolio, Oil States International is the billionaire’s biggest energy bet. The company provides specialty products and services to oil and gas drilling and production firms worldwide.
Einhorn initiated his position in OIS in Q1 2013 and is still waiting for his investment to pay off, as the company’s share price has declined more than -30% over the past year. Oil States International has, however, seen a bit of a turnaround in recent weeks, its price gaining nearly +2% in the last 30 days.
Conn’s Inc. (NASDAQ:CONN) – Consumer Discretionary. This year hasn’t been a good one for appliance and electronics retailer Conn’s on the stock market. Its share price has declined over -60% year-to-date, including -25% in the past month alone. This week, the company reported second quarter results, and while revenues and same-store sales climbed, its adjusted earnings fell – the consequence of customer credit operations.
David Einhorn has taken a hit on Conn’s since picking up a stake the first quarter of the year with the purchase 3.3 million shares at an average price of $35.49. The stock is now trading at under $30, meaning a hefty loss for Greenlight.
Voya Financial (NYSE:VOYA) – Financials. Retirement, investment and insurance company Voya Financial has been on the books at Greenlight Capital since the second quarter of 2013. It’s had a nice run, as well, its price climbing nearly +35% over the past year.
Voya is David Einhorn’s most significant finance holding, with the company comprising 2% of his equity portfolio as of Q2. It is currently repurchasing $300 million of its shares from former parent company ING Group.
Spirit AeroSystems Holdings (NYSE:SPR) – Industrials. Spirit AeroSystems Holdings designs and manufactures aerostructures for commercial and military aircrafts. It’s been in Einhorn’s holdings since the first quarter of 2013, and as of the second quarter of 2014, the billionaire has 3.2 million SPR shares.
The company reached a new 52-week high this week, and Citigroup reiterated its rating on the stock as a buy. SPR is up +15% YTD and more than +70% over the past year.
Conn's won't stop calling me.
Conn's Extends Assurant Service Deal 2011-08-03 14:17:00
Extends Assurant Service Deal 2011-08-03 14:17:00:Beaumont, Texas:Conn's has extended its agreement wth Assu #: http://bit.ly/pTNymE