A Crucial Peek Into Their Portfolios
While the next couple of weeks will be watched closely by the markets as Election Day approaches, I'm looking forward to the week after Nov. 6. That's when investment funds are set to start filing their third-quarter 13F filings with the SEC, which will show what stocks these funds have been buying and selling. Examining 13Fs is one of my favorite activities -- after all, there are tens of thousands of stock to choose from, and these are perhaps the best stock screens available to investors. I have about a dozen or so investors I follow, but with this upcoming batch of filings I am particularly interested in a few particular names.
Hewlett-Packard (HPQ) is one stock that I will be looking for in the 13F from Baupost, the wildly successful hedge fund run by value investor Seth Klarman. Several quarters ago, Klarman disclosed a meaningful new stake in HP. So far, HP shares have been a huge disappointment, having lost more than 20% in the third quarter nearly 50% so far in 2012....413 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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