Every quarter, many money managers have to disclose what they've bought and sold, via "13F" filings. Their latest moves can shine a bright light on smart stock picks.
Today, let's look at SAC Capital Advisors, run by Steven Cohen. SAC is one of the biggest hedge fund companies around, with a reportable stock portfolio totaling $20.7 billion�in value as of March 31, 2013. A company doesn't generally grow that large without performing well, and indeed, Cohen has reportedly averaged returns of roughly 30% annually�over two decades.
The company has been in the news a lot lately, though, due to an insider-trading scandal. Cohen recently received a subpoena to testify before a grand jury, and is reportedly considering closing his operations to outside investors as part of a proposed deal. The statute of limitations on this case may bring things to a close by the end of July, so we can expect more clarity by then.
10 Best Performing Stocks To Buy For 2014: Linamar Corp Com Npv (LNR.TO)
Linamar Corporation, together with its subsidiaries, designs, develops, and manufactures precision metallic components, modules, and systems for vehicle and power generation markets worldwide. It offers various engine systems, including engine assemblies and engine modules; sub-assemblies and modules for gas and diesel engines used in cars and light trucks; engine components and assemblies used in commercial medium and heavy duty trucks; functional prototypes and sub-assemblies for engine development; cylinder head modules; short-block modules; water, oil, and vacuum pump assemblies and systems; turbocharger assemblies; balance shaft modules; and common rail modules. The company also offers various engine components comprising cylinder blocks and assemblies, cylinder heads and complete head assemblies, camshaft assemblies, crankshaft assemblies, connecting rods, intake manifolds, gears, flywheels, covers and housings, liners and pistons, injectors, and cases. In addition, it provides transmission modules and sub-assemblies for transmission/driveline configurations, such as shafts and shaft/shell assemblies, clutch modules and assemblies, transfer case assemblies, power take off units, housings and covers, differential assemblies, and planetary carrier assemblies. Further, the company offers various precision components comprising valve bodies, gears and pinions, torque converters, pumps, axles, transmission drive shafts, cases and housings, suspension knuckles and assemblies, and steering gear housings and assembling, as well as gears for engine, transmission, and driveline automotive applications. Additionally, it provides product design, development, testing, and engineering services; scissor lifts, boom lifts, and telehandlers; hydraulic cylinders and fluid management systems; transportation services; and lawnmowers and utility trailers. The company was founded in 1966 and is based in Guelph, Canada.
10 Best Performing Stocks To Buy For 2014: Messina Minerals Inc. (MMI.V)
Messina Minerals Inc. engages in the acquisition and exploration of mineral properties primarily in Canada. The company explores primarily for zinc, lead, copper, silver, and gold deposits. It principally holds 100% interests in the Tulks South property consisting of 713 mineral claims covering 17,835 hectares located in central Newfoundland; and the Long Lake property comprising 351 mineral claims covering 8,784 hectares located in Newfoundland. The company was formerly known as Mishibishu Gold Corporation and changed its name to Messina Minerals Inc. in January 2003. Messina Minerals Inc. was founded in 1978 and is headquartered in Vancouver, Canada.
Top Bank Companies To Invest In 2014: Cascade Microtech Inc.(CSCD)
Cascade Microtech, Inc. designs, develops, manufactures, and markets wafer probing and test socket solutions for the electrical measurement and testing of high performance chips. It offers a range of product lines, including probe stations, analytical probes, production probe cards, test sockets, and various services. The engineering probe station is used in conjunction with analytical probes to test chips in wafer form for forming a probing system; and analytical probes, production probe cards, and test sockets electrically connect test equipment to the chips under test and are sold as consumable test tooling, which are mounted into production or engineering probe stations. The company also offers Pyramid Probe card product line for use in wireless chip applications, as well as probe station accessories, including thermal control systems, microscopes, lasers, cameras, special cables, and connectors and other items. In addition, it provides installation and maintenance ser vices. The company sells its products to semiconductor manufacturers, test subcontractors, research organizations, and designers through a combination of manufacturers? representatives, distributors, and direct sales people primarily in the United States, the Asia Pacific, and Europe. Cascade Microtech, Inc. was founded in 1983 and is headquartered in Beaverton, Oregon.
10 Best Performing Stocks To Buy For 2014: Vivo Participacoes S.A.(VIV)
Telecomunicacoes de Sao Paulo S.A.-TELESP provides fixed-line telecommunications services to residential and commercial customers in the state of Sao Paulo, Brazil. Its services include local voice services, such as activation, monthly subscription, measured service, and public telephones; intraregional, interregional, and international long-distance voice services; data services comprising broadband services; pay TV services through direct to home satellite technology and land based wireless technology multichannel multipoint distribution service; and network services, such as interconnection and rental of facilities, as well as other services consisting of extended maintenance, caller identification, voice mail, cell phone blockers, computer support, and antivirus for Internet service subscribers. The company also offers multimedia communication services, such as audio, data, voice and other sounds, images, and texts and other information. In addition, it provides interc onnection services to cellular service providers and other fixed telecommunications companies through the use of its network. Further, the company offers telecommunications solutions and IT support designed to address the needs and requirements of companies operating various types of industries, including retail, manufacturing, services, financial institutions, and government. Telecomunicacoes de Sao Paulo S.A.-TELESP provides its products and services through person-to-person sales, telesales, indirect channels, Internet, and door-to-door sales. As of December 31, 2010, its telephone network included 11.3 million fixed lines in service, including residential, commercial, and public telephone lines; 3.3 million broadband clients; and 0.5 million pay TV clients. The company was founded in 1998 and is headquartered in Sao Paulo, Brazil. Telecomunicacoes de Sao Paulo S.A.-TELESP is a subsidiary of Telefonica S.A.
Advisors' Opinion:- [By Kennedy]
Vivo Participacoes (VIV) is acting within the wireless communications industry. The company has a market capitalization of $34.3 billion, generates revenues in an amount of $9.9 billion and a net income of $1.5 billion. It follows P/E ratio is 10.4 and forward price to earnings ratio 10.4, Price/Sales 3.5 and Price/Book ratio 2.4. Dividend Yield: 11.8 percent. The return on equity amounts to 21.6 percent.
10 Best Performing Stocks To Buy For 2014: Air T Inc.(AIRT)
Air T, Inc., through its subsidiaries, provides overnight air cargo, ground equipment sales, and ground support services. Its Overnight Air Cargo segment offers small package overnight airfreight delivery services on a contract basis to the air express delivery services industry. The company?s Ground Equipment Sales segment manufactures, sells, and services aircraft ground support and other specialized equipment products, including aircraft deicers, scissor type lifts, military and civilian decontamination units, glycol recovery vehicles, and other special purpose mobile equipment. This segment offers its products to domestic and international passenger and cargo airlines, ground handling companies, the United States Air Force and Navy, airports, and industrial customers. Its Ground Support Services segment provides ground support equipment maintenance and facilities maintenance services to domestic airlines and aviation service providers. As of March 31, 2010, the company operated 80 cargo aircrafts under dry-lease service contracts in the United States and the Caribbean. Air T, Inc. was founded in 1980 and is based in Maiden, North Carolina.
10 Best Performing Stocks To Buy For 2014: Carpentaria Exploration Ltd(CAP.AX)
Carpentaria Exploration Limited engages in the exploration and development of base, precious metals, and bulk commodities in Australia. The company has interests in iron ore, tin, gold, copper, and coal exploration projects in New South Wales and Queensland. It principally focuses on Hawsons Iron Project, which is covered by two exploration tenements located south of Broken Hill. The company was formerly known as Sunmustard Pty, Ltd. and changed its name to Carpentaria Exploration Limited in April 2007. Carpentaria Exploration Limited was incorporated in 2000 and is based in Brisbane, Australia.
10 Best Performing Stocks To Buy For 2014: Met-Pro Corporation (MPR)
Met-Pro Corporation manufactures and sells product recovery and pollution control equipment for the purification of air and liquids, fluid handling equipment, and filtration and purification products. The company�s Product Recovery/Pollution Control Technologies segment provides solutions and products for product recovery and pollution control applications in metal finishing and plating, wastewater treatment, composting, food processing, ethanol production, chemical, petrochemical, printed circuit, semiconductor, steel pickling, battery manufacturing, groundwater remediation, automotive, aerospace, furniture, painting, electronics, printing, and pharmaceutical industries. Its Fluid Handling Technologies segment manufactures horizontal, vertical, and in-tank centrifugal pumps used for the pumping of acids, brines, caustics, bleaches, seawater, waste liquids, and high temperature liquids for industrial and commercial applications. This segment serves various industrial mark ets, including the chemical, petrochemical, refinery, pharmaceutical, plastics, pulp and paper, and food processing industries, as well as commercial users, such as hospitals, universities, and laboratories. The company�s Mefiag Filtration Technologies segment designs, manufactures, and sells filtration systems. Its Filtration/Purification Technologies segment offers chemicals for the treatment of municipal drinking water systems, and boiler and cooling tower systems; cartridges and filter housings; filtration products for industrial air and liquid applications; custom pleaters, filter cartridges, and standard filters; and water treatment compounds. The company markets and sells its products through its personnel, distributors, representatives, agents, regional sales managers, market-based distributors, and original equipment manufacturers in the United States and internationally. Met-Pro Corporation was founded in 1966 and is headquartered in Harleysville, Pennsylvania.
10 Best Performing Stocks To Buy For 2014: Quest Software Inc.(QSFT)
Quest Software, Inc. designs, develops, markets, distributes, and supports enterprise systems management software products worldwide. The company provides database management products, including Toad for Oracle and cloud databases; benchmark factory for databases, to conduct database workload replay, industry-standard benchmark testing, and scalability testing; Toad Data Modeler; and Stat for Oracle E-Business suite, a change management and version control solution. It also offers performance monitoring products comprising Foglight End User Business Analysis suite; Foglight for Oracle E-Business suite; Foglight for Oracle; and vFoglight for performance monitoring and capacity management of complex VMware ESX and Hyper-V environments. In addition, the company offers data protection products, such as vRanger; NetVault Backup that safeguards data and applications in physical and virtual environments; NetVault Replicator, a data replication solution; NetVault FastRecover, whic h enables instant recovery after corruption or data loss; NetVault Smartdisk. Further, it provides windows server management products consisting of MessageStats; Server Administrator for SharePoint; Coexistence Manager for Notes; Migrator for Cloud Email; and Migration Manager for SharePoint. Additionally, the company offers identity and access management products, which include Enterprise Single Sign-on; ActiveRoles Server; Quest One Identity Manager; Access Manager; Defender; Password Manager to reset forgotten passwords securely; and Privilege Manager for Unix. It also provides product maintenance and technical support services; and pre and post sales consulting services, as well as education and training services. The company markets its products and services through its direct sales organization and telesales organization, as well as through value added resellers and distributors. Quest Software, Inc. was founded in 1987 and is headquartered in Aliso Viejo, California.< /p>
10 Best Performing Stocks To Buy For 2014: Argosy Minerals Inc (CUFS)
Argosy Minerals Limited engages in the acquisition and exploration of precious and base metal projects primarily in Africa. It holds an exploration license for an iron ore prospect in south-east Sierra Leone; and three exploration licenses for chromite prospects in Sierra Leone. The company was incorporated in 1985 and is based in Nedlands, Australia.
10 Best Performing Stocks To Buy For 2014: Prospect Capital Corporation(PSEC)
Prospect Capital Corporation is a mezzanine finance and private equity firm that specializes in late venture, middle market, mature, mezzanine, buyouts, recapitalizations, growth capital, development, and bridge transactions. It makes secured debt and equity investments. The firm typically invests across all industry sectors, with a particular expertise in the energy and industrial sectors. It invests in oil and gas production, coal production, materials, industrials, consumer discretionary, information technology, utilities, pipeline, storage, power generation and distribution, renewable and clean energy, oilfield services, healthcare, food and beverage, education, business services, and other select sectors. The firm prefers to invest in the United States and Canada. It seeks to invest between $5 million to $50 million in companies with EBITDA between $$ million and $75 million, sales value up to $500 million, and enterprise value of up to $250 million. The firm also co- invests for larger deals. It seeks control acquisitions by providing multiple levels of the capital structure. Prospect Capital Corporation was founded in 1988 and is based in New York, New York.
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