AENEAS

Cinco acciones de iBillionaire que no soy capaz de comprar ¡¡¡pero suben!!!


Escrito 7 Oct 14

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 Apple , eBay , AIG , Citigroup and Dollar General are among those billionaire investors like best. Other picks, however, aren’t exactly obvious.

The iBillionaire Index 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 your radar:

McGraw Hill Financial Inc. ( NYSE:MHFI ). A financial intelligence company that provides credit ratings, benchmarks and analytics, McGraw Hill Financial has caught the eye of Lone Pine Capital’s Steve Mandel . 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. ( NYSE:ICE ). 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 Leon Cooperman and Ray Dalio 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 is the 177 th largest company listed on the S&P 500 . Billionaire investor George Soros 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 Dan Loeb , who picked up a position in the company in Q4 2013. Brazilian billionaire Jorge Lemann 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 here

Comentarios (4)

7 Oct 14

Recuerda lo que dije de BITA ahora cotizando a: 71,- $.


https://www.unience.com/blogs-financieros/AENEAS/compra_gestor_chase_coleman_gestor_ibillionaire


Esta vez no quiero pronunciarme no baya a acertar.


7 Oct 14

Coincidimos... por eso digo que con muchas no soy capaz... otro caso
THERAVANCE del gran Seth Klarman... con todo el respeto, pero tampoco
soy capaz




mistol Jubilado nacido el 4/2/45 y colaboro con el circuloeconomia.com y la Escola Europea de Humanitats de Barcelona, sobre ciencias humanas.

7 Oct 14

Pues nada @AENEAS , contrata el ETF y santas pascuas , el mercado no
está ahora para contemplaciones , a mí me va muy bien porque la
fortaleza del USD me favorece , compré con el $ más debil.


7 Oct 14

CCI esta en mi lista de pata negra para comprar y mantener...pero
nunca se pone barata (suficiente).


Del resto ni idea.