Category Archives: Contributor Content

UBS Remains on the Sidelines For Under Armour Inc (UA) After Tough Quarter

UBS analyst Michael Binetti weighed in on Under Armour Inc (NYSE:UA) shares prior to the company’s Q2 earnings set for July 26. The analyst hopes that UA will increase its distribution network due to a tough 2Q resulting from left

Philippe Laffont’s Q1 Activity: Apple Inc. (AAPL),, Inc. (AMZN), Ambarella Inc (AMBA)

Philippe Laffont is a successful billionaire and founder of hedge fund Coatue Management, LLC. Laffont graduated from MIT in 1991 and worked as an independent investment consultant before moving on to research analyst. In the last quarter, the $8.01 billion

John Hussman’s Q1 Stock Picks: Microsoft Corporation (MSFT) and McDonald’s Corporation (MCD)

John Hussman is an American born stock market analyst and successful hedge fund manager. He is well known for his prediction of the 2008 recession and for his criticism of the U.S. Treasury and the Federal Reserve. Apart from his

Lee Ainslee’s Q1 Stocks: Facebook Inc (FB) and Chipotle Mexican Grill, Inc. (CMG)

Lee S. Ainslie, is the current head of the hedge fund Maverick Capital. Invited by the billionaire Sam Wyly, Ainslie helped start the fund in 1993. He is also a well known for supporting charitable causes and is currently serving

An Update on Jorge Lemann’s Q4 Investments: Time Warner Cable (TWC), Suncor Energy Inc. (USA) (SU), Exxon Mobile Corporation (XOM)

In the last three years, Jorge Lemann’s hedge fund, 3G Capital, delivered an annualized return of 18.92%. A great return with a portfolio of 58 stocks that stands on $1.66B; the fund’s portfolio relies primarily upon the Basic Materials and Services sectors.

John Paulson 4Q Picks: Shire PLC (ADR) (SHPG), Valeant Pharmaceuticals Intl Inc (VRX), Teva Pharmaceutical Industries Ltd (ADR) (VRX)

New York based hedge fund, Paulson & Co revised its portfolio after a harsh year with a 24.09% loss. The hedge fund, which currently has a portfolio value of $16.73B, made a few notable additions since the beginning of the