Activist investor Dan Loeb of Third Point has turned much more bullish because he thinks the robust governmental response to economic problems here and abroad had averted a global financial meltdown led us to become more constructive about the investment climate. He buys more stocks than selling. Daniel Loeb
owns 35 stocks with a total value of $898 million. These are the details of the buys and sells in Q2.
buys Bank Of America Corp., CF Industries Holdings Inc., Yahoo! Inc., Sun Microsystems, Inc., Allergan Inc., Molson Coors Brewing Company, Hewlettpackard Company, Schering-plough 6%, Apple Inc., Liberty Media Corporation - Series A Liberty Enter, Lions Gate Entertainment Corp., Transatlantic Holdings Inc., Anadarko Petroleum Corp., Qwest Communications International Inc., American Intl Gp Pfd, Oracle Corp., Pepsiamericas Inc., The Pepsi Bottling Group Inc., sells Amedisys Inc, Hicks Acquisition Company I, Inc, Triplecrown Acquisition Corp., Life Time Fitness Inc., Life Partners Holdings Inc, Global Brands Acquisition Corp., Spider Gold Shares, Global Consumer Acq, Sapphire Industrials, Core Mark Holding Co Inc, Victory Acquisition Corp during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Third Point, LLC. Continue Reading »