George Soros

George Soros

Last Update: 06-29-2016

Number of Stocks: 213
Number of New Stocks: 107

Total Value: $3,584 Mil
Q/Q Turnover: 24%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

George Soros Watch

  • Ron Baron's Stocks With Highest Returns

    Ron Baron (Trades, Portfolio) is the founder of Baron Capital Management. He is co-portfolio manager of Baron Asset Fund and remains portfolio manager of the Growth and Partners Funds. He manages a portfolio composed of 296 stocks with a total value of $18.898 billion.

    Gaming and Leisure Properties Inc. (GLPI)


  • George Soros: The Promise of Regrexit

    LONDON – Until the people of the United Kingdom voted to leave the European Union, the refugee crisis was the greatest problem Europe faced. Indeed, that crisis played a critical role in bringing about the greater calamity of Brexit.

    The vote for Brexit was a great shock; the morning after the vote, the disintegration of the European Union seemed practically inevitable. Brewing crises in other EU countries, especially Italy, deepened the dark forecast for the EU’s survival.


  • Gaming and Leisure Properties Insider Sells Holdings

    Peter Carlino (Insider Trades), CEO, 10% owner and chairman of Gaming and Leisure Properties Inc. (GLPI), sold 283,254 company shares on July 6. The price per share was $35.03 for a total transaction of $9,922,387.

    Gaming and Leisure Properties is a gaming-focused REIT in North America. The company has a market cap of $7.06 billion and a P/S ratio of 8.81.


  • George Soros on Brexit

    The average investor may not understand why markets are reacting so unfavorably to Brexit.

    For those readers unfamiliar with the background of the European Union (EU), I’m posting a video below. The video doesn’t discuss Brexit, but it’s probably the best use of 12 minutes for someone trying to get up to speed on why the EU exists. It does an especially good job of explaining monetary, fiscal policy, and the friction between creditor and debtor countries.


  • In Spite of Less Revenue Rite Aid Still Has Growth Potential

    Rite Aid (NYSE:RAD) is the third-largest drugstore chain in the U.S. with stores in 4,570 locations. It sells both prescription and nonprescription drugs as well as other retail merchandise. Currently the stock is trading at a P/E multiple of 57.33x; while comparing it with peers on PEG ratio it is a rather cheap stock to buy, and it has upside potential of 13.65% from the market price of $7.74.


  • George Soros Doubles Down on Equinix

    During the first quarter George Soros (Trades, Portfolio) doubled his stake in Equinix (NASDAQ:EQIX).

    Equinix offers its services to enterprises, financial services companies and content and network service providers. It connects companies directly to customers and partners inside the world's networked data centers. The company's network and cloud-neutral business model also contributes to its success in the market. It offers customers direct interconnection to an aggregation of bandwidth providers rather than focusing on selling a particular network. The providers in the company's sites include the Internet service providers (ISPs), broadband access networks (DSL/cable) and international carriers. Its customers include carriers, mobile and other bandwidth providers, cloud and IT services providers, content providers, financial companies and global enterprises.


  • Stocks Mario Gabelli Has Bought for 2 Quarters

    Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York. In both fourth quarter 2015 and first quarter 2016 the guru bought shares in the following stocks:

    California Resources Corp. (CRC)


  • Insider Buys of More Than $100,000: Opko Health

    Opko Health Inc. (NASDAQ:OPK) CEO, Chairman and 10% owner Phillip Frost M.D. et al bought 16,000 shares on June 14 at a price of $9.01 per share. The total transaction amount was $144,160.

    Opko Health has a market cap of $5.04 billion; its shares were traded around $9.20 with a P/E ratio of 65.69 and P/S ratio of 6.26. Opko Health had an annual average earnings growth of 11.00% over the past 10 years.


  • George Soros’ Theory of Reflexivity

    "My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck. It has also enabled me to explain and predict events better than most others. This has changed my own evaluation and that of many others. My philosophy is no longer a personal matter; it deserves to be taken seriously as a possible contribution to our understanding of reality." ~ George Soros (Trades, Portfolio) (via FT)


  • Bullish Trend to Sustain for Barrick Gold

    With gold trending higher year to date, gold mining stocks have surged and Barrick Gold (NYSE:ABX) has provided stellar returns of 156%. Even after the big rally from depressed levels, Barrick Gold has more upside in the coming months.

    George Soros (Trades, Portfolio) bought 19,419,309 shares of Barrick Gold, according to the latest filings, and this is an indication of hedge fund managers' bullish view on gold.


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