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Stocks Ideas Shared by David Einhorn and Daniel Loeb: CIT, AAPL, HNT, CFN, BIOF

January 03, 2011 | About:
gurujk

guruek

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Bess Levin of dealbreaker.com disclosed that David Einhorn’s Greenlight Capital Offshore Fund returned 4.3% for the month of December and 12.5% for the year of 2010:

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During the same month, Daniel Loeb’s funds seem to have fared better:

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The two hedge fund managers are of similar age and manage money in similar fashion, and we believe they do talk to each other from time to time, making it meaningful to find out what stocks they jointly own. One of the premium features of GuruFocus.com – The Aggregated Portfolio feature makes the task really easy. Select the Einhorn and Loeb from the list of Gurus, we found they actually own five stocks in common.

SymbolCompanyGuru(s) Buyin Last Quarter Guru(s) Selling Last QuarterCombined Weightings (%)P/EMarket Cap ($Mil)
CITCITGroup Inc.Loeb17.399281.6
AAPLApple Inc.Einhorn, Loeb10.3721.8302317
HNTHealthNet Inc.Loeb10.35112600
CFNCarefusion Corp.Einhorn, Loeb10.0919.15658.3
BIOFBioFuelEnergy Corp.1.5341.5


CIT Group Inc. (CIT)

CIT Group Inc. is a bank holding company that provides financing and leasing capital for commercial companies throughout the world. CIT Group Inc. has a market cap of $9.28 billion; its shares were traded at around $46.35 with and P/S ratio of 2.3.





Apple Inc. (AAPL)

Apple Inc. has a market cap of $302.32 billion; its shares were traded at around $329.57 with a P/E ratio of 21.8 and P/S ratio of 4.6. Apple Inc. had an annual average earning growth of 59.8% over the past 5 years.





Health Net Inc. (HNT)

Health Net, Inc. is an integrated managed care organization which administers the delivery of managed health care services. Health Net Inc. has a market cap of $2.6 billion; its shares were traded at around $27.21 with a P/E ratio of 11 and P/S ratio of 0.2. Health Net Inc. had an annual average earning growth of 5.5% over the past 5 years.





Carefusion Corp. (CFN)

CareFusion is a global corporation serving the health care industry with products and services that help hospitals measurably improve the safety and quality of care. Carefusion Corp. has a market cap of $5.66 billion; its shares were traded at around $25.38 with a P/E ratio of 19.1 and P/S ratio of 1.4.





BioFuel Energy Corp. (BIOF)

BioFuel Energy Corp. is a publicly traded company whose goal is to become one of the ethanol producers in the United States. Biofuel Energy Corp. has a market cap of $41.5 million; its shares were traded at around $1.63 with and P/S ratio of 0.1.





Both investment managers own short positions, for which we do not have information on. But you can check out their respective long positions by clicking on Daniel Loeb and David Einhorn.


Rating: 1.5/5 (4 votes)

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