GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

John Paulson’s Top 5 Biggest New Buys

May 17, 2013 | About:
Holly LaFon

Holly LaFon

261 followers
Paulson is known for extreme wins and losses – for instance, a $5 billion win during the housing crisis and an almost $1 billion loss in two days on gold last month. In the first quarter, the manager of the $18 billion hedge fund Paulson & Co. added some sizable new positions to his stock portfolio.

Paulson’s portfolio contains 94 stocks, 10 of which are new first quarter buys, and has a total value of $17.73 billion.

Largest New Buys

5. Vodafone Group PLC (VOD)

Shares purchased: 2.8 million

Average price: $27



Vodafone Group PLC is a provider of mobile communications. Vodafone Group PLC has a market cap of $148.54 billion; its shares were traded around $30.17 with and P/S ratio of 2.20. The dividend yield of Vodafone Group Plc stocks is 5.0%.

4. MGIC Investment Corporation (MTG)

Shares purchased: 17 million

Average price $3



MGIC Investment Corporation is a Wisconsin corporation organized in 1984. MGIC Investment Corporation has a market cap of $2.13 billion; its shares were traded around $6.05 with and P/S ratio of 1.0.

3. InterOil Corporation (IOC)

Shares purchased: 1.87 million

Average price: $67



InterOil Corporation is a Yukon Territory corporation. Interoil Corporation has a market cap of $4.3 billion; its shares were traded around $91.08 with a P/E ratio of 3401.30 and P/S ratio of 3.40.

2. Hess Corp. (HES)

Shares purchased: 2,693,580

Average price: $65



Hess Corp. is a Delaware corporation, incorporated in 1920. Hess Corp. has a market cap of $24.45 billion; its shares were traded around $69.73 with a P/E ratio of 8.60 and P/S ratio of 0.60. The dividend yield of Hess Corp. stocks is 0.60%. Hess Corp. had an annual average earnings growth of 7.4% over the past 10 years.

1. Family Dollar Stores Inc. (FDO)

Shares purchased: 5 million

Average price: $58



Family Dollar Stores Inc. was incorporated in Delaware in 1969, and all then-existing corporate entities became its wholly owned subsidiaries. Family Dollar Stores Inc. has a market cap of $7.48 billion; its shares were traded at around $64.05 with a P/E ratio of 17.50 and P/S ratio of 0.70. The dividend yield of Family Dollar Stores Inc. stocks is 1.40%. Family Dollar Stores Inc. had an annual average earnings growth of 12.5% over the past 10 years. GuruFocus rated Family Dollar Stores Inc. the business predictability rank of 4-star.

See John Paulson’s portfolio here. Also check out the Undervalued Stocks, Top Growth Companies and High Yield stocks of John Paulson.


Rating: 3.0/5 (3 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK