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- Lena03Lena03
  ·2021-12-07
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- Lena03Lena03
  ·2021-12-07
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- Lena03Lena03
  ·2021-12-06
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- Lena03Lena03
  ·2021-12-05
  //@JeremyKok: Coca cola is a stock to buy and hold for long term. Time to buy now during the fear of omnicron triggered down market. Do your own due diligence before you invest.
  4 Stocks Billionaires Are Buying Hand Over Fist
  Successful money managers purchased a number of unexpected stocks in the third quarter.
  4 Stocks Billionaires Are Buying Hand Over Fist
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Time to buy now during the fear of omnicron triggered down market. Do&nbsp;your own due diligence before you invest.","listText":"//<a href=\"https://laohu8.com/U/3567307840510045\">@JeremyKok</a>: Coca cola is a stock to buy and hold for long term. Time to buy now during the fear of omnicron triggered down market. Do&nbsp;your own due diligence before you invest.","text":"//@JeremyKok: Coca cola is a stock to buy and hold for long term. Time to buy now during the fear of omnicron triggered down market. Do your own due diligence before you invest.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/608862365","repostId":"2187817235","repostType":4,"repost":{"id":"2187817235","pubTimestamp":1638279553,"share":"https://www.laohu8.com/m/news/2187817235?lang=&edition=full","pubTime":"2021-11-30 21:39","market":"us","language":"en","title":"4 Stocks Billionaires Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2187817235","media":"Motley Fool","summary":"Successful money managers purchased a number of unexpected stocks in the third quarter.","content":"<p>You may not realize it, but one of the most important data releases of the quarter occurred approximately two weeks ago.</p>\n<p>On Nov. 15, institutional investors and hedge funds with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). A 13F provides Wall Street and investors with an under-the-hood look at what the smartest money managers were buying and selling in the previous quarter (i.e., the third quarter). Though 13Fs are a bit dated by the time they're filed with the SEC (holdings are as of Sept. 30, 2021), they still provide valuable clues of what's catching the attention of the world's most successful fund managers.</p>\n<p>With the latest round of 13Fs, one thing stands out: billionaires were buying stocks hand over fist. However, they didn't necessarily buy the names you'd expect.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F654909%2Fbusinessman-looking-at-ticker-board-stock-market-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Ken Griffin (Citadel Advisors): Tesla Motors</h2>\n<p>Billionaire Ken Griffin is a wildly successful investor who's known for extracting big wins from his firms' options positions. But the big story from the third quarter is that Citadel made electric vehicle (EV) manufacturer <b>Tesla Motors</b> (NASDAQ:TSLA) its largest non-options holding. Griffin's fund bought close to 1.8 million shares of Tesla in the third quarter, increasing its position by 873% from the end of June.</p>\n<p>Why Tesla? One logical explanation is that EVs are inevitable. Pretty much every major economic powerhouse worldwide is focused on reducing carbon emissions going forward. Perhaps the easiest way to make a dent in carbon emissions is to push a multi-decade vehicle replacement cycle.</p>\n<p>A more likely explanation for Griffin's interest in Tesla is the company's first-mover advantage. Even with an ongoing semiconductor chip shortage, Tesla looks to be on pace to hit 800,000 (or more) EV deliveries in 2021. Further, it could reasonably pace 50% annual delivery growth over the next couple of years as new gigafactories come online. With no other automakers coming close (at the moment) to its combination of battery range, power, and capacity, Griffin likely feels he and his fund can ride this momentum higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F654909%2Fko-drink-bottle.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Image source: Coca-Cola.</span></p>\n<h2>Jim Simons (Renaissance Technologies): Coca-Cola</h2>\n<p>For a highly diversified fund known for its love of innovation, the shock of the quarter might just be that billionaire Jim Simons was buying beverage giant <b>Coca-Cola</b> (NYSE:KO) hand over fist. All told, Renaissance Technologies added a little over 6 million shares of Coke in the third quarter, which more than tripled its stake as of the end of June.</p>\n<p>With the benchmark <b>S&amp;P 500</b> taking less than 17 months to double from its coronavirus bear-market bottom, Simons' substantially increased stake in Coke might be a means of playing it safe and hedging his funds' bets. Since Coca-Cola has a presence in all but two countries worldwide (Cuba and North Korea), and its portfolio sports more than 20 brands generating at least $1 billion in annual sales, it's a safe bet to generate modest returns -- or at worst hold up much better than the broader market if a crash or correction strikes.</p>\n<p>Coca-Cola is also a relatively smart inflation play. The company is parsing out a hearty 3.1% yield, has raised its base annual dividend for 59 consecutive years, and its well-known brand makes it easy for the company to pass along higher costs to its customers.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F654909%2Fmature-woman-shopping-mall-retail-gdp-clothing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>David Tepper (Appaloosa): Macy's</h2>\n<p>In a market dominated by growth stocks, billionaire David Tepper headed to the retail counter in the third quarter and piled into department store <b>Macy's</b> (NYSE:M). Tepper's Appaloosa purchased 3.39 million shares, which lifted the fund's stake to an even 7 million shares.</p>\n<p>Scratching your head as to why a successful money manager is buying into an old-school retailer? The answer looks to be Macy's, thus far, solid execution on its three-year Polaris strategy. In no particular order, this strategy includes:</p>\n<ul>\n <li>Closing underperforming stores and reducing corporate and store-level staff to cut expenses.</li>\n <li>Emphasizing digital sales channels, which are a high-growth opportunity for the company until the pandemic ends (and perhaps well after).</li>\n <li>Increasing customer engagement through its loyalty rewards program.</li>\n <li>Focusing its efforts of a small number of higher-margin private brands.</li>\n</ul>\n<p>Although Macy's has challenges to overcome, such as continuing to pay down more than $6 billion in debt, the initial results show its digitization and branding efforts are paying off. The company ended September with 4.4 million new customers, up 28% from the comparable period in 2019 (i.e., before the pandemic). Additionally, 33% of net sales derived online, up from 23% in Q3 2019.&nbsp; If these arrows continue to point higher, Tepper may have found himself a bargain.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F654909%2Fwoman-talk-smartphone-city-wireless-5g-4g-data-voicemail-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Israel Englander (Millennium Management): AT&amp;T</h2>\n<p>Like Ken Griffin, billionaire Israel Englander is a big fan of utilizing put and call options to maximize returns for his fund, Millennium Management. However, the big buy in the third quarter was stodgy telecom giant <b>AT&amp;T</b> (NYSE:T). Englander's fund bought up close to 11.2 million shares, which increased its stake by 165% from the sequential second quarter.</p>\n<p>Similar to Coca-Cola, buying AT&amp;T is a play on value and stability in a very pricey market. For the time being, it's paying out an inflation-topping 8.6% yield and can be purchased for a little north of 7 times Wall Street's estimated earnings per share this year.</p>\n<p>But what might have wet Englander's whistle is AT&amp;T's plan to spin off its content arm, WarnerMedia, and combine it with <b>Discovery</b>. Combining forces will save more than $3 billion in annual costs and vastly improve original and sports programming options for streaming customers. Most importantly, it'll allow AT&amp;T to reduce its debt (and its dividend, as well) and focus on growing its wireless business with the ongoing rollout of 5G infrastructure.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks Billionaires Are Buying Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Stocks Billionaires Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/30/4-stocks-billionaires-are-buying-hand-over-fist/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You may not realize it, but one of the most important data releases of the quarter occurred approximately two weeks ago.\nOn Nov. 15, institutional investors and hedge funds with at least $100 million ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/30/4-stocks-billionaires-are-buying-hand-over-fist/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","T":"美国电话电报","BK4103":"百货商店","BK4504":"桥水持仓","BK4099":"汽车制造商","M":"梅西百货","EV":"MAST GLOBAL BATTERY RECYCLING & PRODUCTION ETF","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4177":"软饮料","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","KO":"可口可乐","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4115":"综合电信业务"},"source_url":"https://www.fool.com/investing/2021/11/30/4-stocks-billionaires-are-buying-hand-over-fist/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187817235","content_text":"You may not realize it, but one of the most important data releases of the quarter occurred approximately two weeks ago.\nOn Nov. 15, institutional investors and hedge funds with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). A 13F provides Wall Street and investors with an under-the-hood look at what the smartest money managers were buying and selling in the previous quarter (i.e., the third quarter). Though 13Fs are a bit dated by the time they're filed with the SEC (holdings are as of Sept. 30, 2021), they still provide valuable clues of what's catching the attention of the world's most successful fund managers.\nWith the latest round of 13Fs, one thing stands out: billionaires were buying stocks hand over fist. However, they didn't necessarily buy the names you'd expect.\nImage source: Getty Images.\nKen Griffin (Citadel Advisors): Tesla Motors\nBillionaire Ken Griffin is a wildly successful investor who's known for extracting big wins from his firms' options positions. But the big story from the third quarter is that Citadel made electric vehicle (EV) manufacturer Tesla Motors (NASDAQ:TSLA) its largest non-options holding. Griffin's fund bought close to 1.8 million shares of Tesla in the third quarter, increasing its position by 873% from the end of June.\nWhy Tesla? One logical explanation is that EVs are inevitable. Pretty much every major economic powerhouse worldwide is focused on reducing carbon emissions going forward. Perhaps the easiest way to make a dent in carbon emissions is to push a multi-decade vehicle replacement cycle.\nA more likely explanation for Griffin's interest in Tesla is the company's first-mover advantage. Even with an ongoing semiconductor chip shortage, Tesla looks to be on pace to hit 800,000 (or more) EV deliveries in 2021. Further, it could reasonably pace 50% annual delivery growth over the next couple of years as new gigafactories come online. With no other automakers coming close (at the moment) to its combination of battery range, power, and capacity, Griffin likely feels he and his fund can ride this momentum higher.\nImage source: Coca-Cola.\nJim Simons (Renaissance Technologies): Coca-Cola\nFor a highly diversified fund known for its love of innovation, the shock of the quarter might just be that billionaire Jim Simons was buying beverage giant Coca-Cola (NYSE:KO) hand over fist. All told, Renaissance Technologies added a little over 6 million shares of Coke in the third quarter, which more than tripled its stake as of the end of June.\nWith the benchmark S&P 500 taking less than 17 months to double from its coronavirus bear-market bottom, Simons' substantially increased stake in Coke might be a means of playing it safe and hedging his funds' bets. Since Coca-Cola has a presence in all but two countries worldwide (Cuba and North Korea), and its portfolio sports more than 20 brands generating at least $1 billion in annual sales, it's a safe bet to generate modest returns -- or at worst hold up much better than the broader market if a crash or correction strikes.\nCoca-Cola is also a relatively smart inflation play. The company is parsing out a hearty 3.1% yield, has raised its base annual dividend for 59 consecutive years, and its well-known brand makes it easy for the company to pass along higher costs to its customers.\nImage source: Getty Images.\nDavid Tepper (Appaloosa): Macy's\nIn a market dominated by growth stocks, billionaire David Tepper headed to the retail counter in the third quarter and piled into department store Macy's (NYSE:M). Tepper's Appaloosa purchased 3.39 million shares, which lifted the fund's stake to an even 7 million shares.\nScratching your head as to why a successful money manager is buying into an old-school retailer? The answer looks to be Macy's, thus far, solid execution on its three-year Polaris strategy. In no particular order, this strategy includes:\n\nClosing underperforming stores and reducing corporate and store-level staff to cut expenses.\nEmphasizing digital sales channels, which are a high-growth opportunity for the company until the pandemic ends (and perhaps well after).\nIncreasing customer engagement through its loyalty rewards program.\nFocusing its efforts of a small number of higher-margin private brands.\n\nAlthough Macy's has challenges to overcome, such as continuing to pay down more than $6 billion in debt, the initial results show its digitization and branding efforts are paying off. The company ended September with 4.4 million new customers, up 28% from the comparable period in 2019 (i.e., before the pandemic). Additionally, 33% of net sales derived online, up from 23% in Q3 2019.  If these arrows continue to point higher, Tepper may have found himself a bargain.\nImage source: Getty Images.\nIsrael Englander (Millennium Management): AT&T\nLike Ken Griffin, billionaire Israel Englander is a big fan of utilizing put and call options to maximize returns for his fund, Millennium Management. However, the big buy in the third quarter was stodgy telecom giant AT&T (NYSE:T). Englander's fund bought up close to 11.2 million shares, which increased its stake by 165% from the sequential second quarter.\nSimilar to Coca-Cola, buying AT&T is a play on value and stability in a very pricey market. For the time being, it's paying out an inflation-topping 8.6% yield and can be purchased for a little north of 7 times Wall Street's estimated earnings per share this year.\nBut what might have wet Englander's whistle is AT&T's plan to spin off its content arm, WarnerMedia, and combine it with Discovery. Combining forces will save more than $3 billion in annual costs and vastly improve original and sports programming options for streaming customers. Most importantly, it'll allow AT&T to reduce its debt (and its dividend, as well) and focus on growing its wireless business with the ongoing rollout of 5G infrastructure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000408","authorId":"9000000000000408","name":"RodBeard","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0},"content":"根据我的理解，可口可乐的增长已经消失了。它更像是一只银行股票，一份稳定的股息。","text":"根据我的理解，可口可乐的增长已经消失了。它更像是一只银行股票，一份稳定的股息。","html":"根据我的理解，可口可乐的增长已经消失了。它更像是一只银行股票，一份稳定的股息。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}