Me llegó el viernes el email que pego debajo...
Las 5 acciones primeras Apple, Ebay, AIG, Citigroup, Dollar General
sí que están en mi radar... pero las 5 siguientes... no me veo
capaz... veamos http://finviz.com/:
McGraw Hill Financial per 24,14 price to book 15,55
la encuentro cara pero sube en el año un +6,78%
Intercontinental Exchange per 47,86 Price to Earnings
to Growth 2,84 tmb la encuentro cara en el año cae un -10,59% pero en
los últimos 6 meses sube +4,27%
Crown Castle International per 208,33 uff.. pero sube
en el año +12,19%
McKesson per 33,90 Price to Earnings to Growth 2,15
price to book 5,06 pero sube en el año +22,30%
Williams Companies per 104,09 Price to Earnings to
Growth 16,82 Debt/Equity 2,07 y sybe en el año un 47,16%
Estos gestores saben mucho!! pero por prudencia antes de apsotar a
algunas de sus compañías específicas, las que no tengo claro pienso
que es mucho menos arriesgado invertir en el ETF
IBLN (que habíamos comentado en otros posts con @Mistol) así al menos
diversifica uno el riesgo entre varios gestores y varios activos ¿Qué opináis??
Nota: traductor gratuito de google en http://translate.google.es/
These 5 Billionaire Stock Picks Might Surprise You
It comes as little surprise that companies like
are among those billionaire investors like best. Other
picks, however, aren’t exactly obvious.
identifies the 30 stocks in which a select pool of hedge
fund magnates has allocated the most funds. Here’s a look
at five stocks billionaires love that might have flown under
McGraw Hill Financial Inc. (
A financial intelligence company that provides credit
ratings, benchmarks and analytics, McGraw Hill Financial has
caught the eye of Lone Pine Capital’s
. The billionaire initiated a 5.4-million-share position
in MHFI in the fourth quarter of 2013, and as of the second
quarter of this year, he reported 12.5 million shares.
Along with Moody’s and Fitch Ratings, McGraw Hill
Financial is one of the biggest rating agencies in the
world. It is the parent company of Standard &
Poor’s, Platts and J.D. Power and Associates. With a
market cap of $22.79 billion and a 1.43% dividend yield,
MHFI has had a strong run over the past year, its price
climbing upwards of +25%.
Intercontinental Exchange Inc. (
A network of regulated exchanges and clearinghouses for
financial commodity markets, Intercontinental Exchange Inc. owns
and operates over 23 regulated exchanges and marketplaces,
including the New York Stock Exchange, Euronext and Liffe. The
company has a $22.47 billion market cap and a 1.31% dividend
yield, and Deutsche Bank recently
upgraded its rating
of the stock to a buy.
ICE is also a Mandel holding, the billionaire having
3.4 million shares as of Q2. It has caught the attention of
as well, who hold 533,000 and 8,000 shares, respectively.
Crown Castle International Corp. ( NYSE:CCI).
It’s been a good year for real estate investment trust
company Crown Castle International, which as climbed more than
+10% YTD. It opened the day priced at $80.73 – close to its
52-week high of $81.24.
CCI has a relatively high dividend yield of 1.72% and
largest company listed on the S&P 500
. Billionaire investor
has held a position in the firm since the third quarter
of 2013, though as of Q2 2014, he has reduced his position
to one of just 25,000 shares. Ray Dalio has a small
4,000-share allocation, and Steve Mandel a much larger
one, at 8.4 million shares.
McKesson Corporation ( NYSE:MCK).
A distributor of pharmaceuticals, medical supplies and
health and beauty products, McKesson develops health enterprise
software solutions as well. The company has had a stellar 2014,
its price surging over +20% year-to-date.
Billionaire Leon Cooperman has a notable position in
McKesson, which he first bought into in Q3 2013. As of Q2
2014, he holds 670,000 MCK shares. Also in the mix is Ray
Dalio, who has had an allocation in the firm across several quarters.
Williams Companies Inc. ( NYSE:WMB).
Williams Companies is an energy infrastructure firm that
connects North America’s hydrocarbon resource plays to markets
for natural gas, natural gas liquids and olefins. With a $41.5
billion market cap and 4.03% dividend yield, WMB has climbed
an impressive +44% YTD.
Getting a nice boost off of its surge is
, who picked up a position in the company in Q4 2013.
has held WMB shares for over a year, and Steve Mandel
bought into the company as recently as Q2.
Get a complete look at billionaire favorites that
comprise the iBillionaire Index