Check out WealthTrack for other interviews and transcripts.
Einhorn’s 3Q10 portfolio is disclosed. Here are his top sells during the quarter:
No. 1: Lockheed Martin Corp. (NYSE:LMT), Sell: 1.63% of the portfolio - Total: 0 Shares
Lockheed Martin Corp. is a global enterprise principally engaged in the research, design, development, manufacture and integration of advanced-technology systems, products and services. Lockheed Martin Corp. has a market cap of $25.17 billion; its shares were traded at around $69.43 with a P/E ratio of 9.74 and P/S ratio of 0.56. The dividend yield of Lockheed Martin Corp. stocks is 3.63%. Lockheed Martin Corp. had an annual average earning growth of 17% over the past 10 years. GuruFocus rated Lockheed Martin Corp. the business predictability rank of 2.5-star.
No. 2: EMC Corp. (NYSE:EMC), Sell: 3.19% of the portfolio - Total: 0 Shares
EMC Corporation and its subsidiaries design, manufacture, market and support a wide range of hardware and software products and provide services for the storage, management, protection and sharing ofelectronic information. Emc Corp. has a market cap of $44.81 billion; its shares were traded at around $21.82 with a P/E ratio of 23.46 and P/S ratio of 3.19. Emc Corp. had an annual average earning growth of 8.2% over the past 5 years.
Check out Einhorn’s portfolio by clicking on David Einhorn.