John Paulson made a killing in 2008 by shorting. But over long term, he made most of the money through merger arbitrage. Take a look at his portfolio, you can see a lot of those: Sun Microsystems, Pepsi Bottling, Wyeth, ScheringPlough Corp. etc. He bought a lot of stocks in the second quarter. John Paulson owns 38 stocks with a total value of $17.1 billion. This is the Q2 portfolio update.
John Paulson buys Bank of America Corp., Sun Microsystems., Goldman Sachs Group Inc. The, The Pepsi Bottling Group Inc., Humana Inc., Regions Financial Corp., CB Richard Ellis Group Inc., PepsiAmericas Inc., ULTRASHORT FINANCIALS PROSHARES, DATA DOMAIN, INC., MARSHALL & ILSLEY CORP NEW COM, CF Industries Holdings Inc., First Horizon National Corp., Fifth Third Bancorp, State Street Corp., SunTrust Banks Inc., Centex Corp., Kimco Realty Corp., sells Affiliated Computer Services Inc., BROCADE COMMUNICATIONS SYSTEMS, INC., St. Jude Medical Inc. during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Paulson & Co.. These are the details of the buys and sells.
New Purchases: BAC, CBG, CF, CTX, FHN, FITB, GS, HUM, JAVA, KIM, MI, PAS, PBG, RF, SKF, STI, STT,
Added Positions: AU, COF, GFI, JPM, LMDIA, SGP, WYE,
Reduced Positions: GDX,
Sold Out: ACS, BRCD, STJ,
For the details of John Paulson's stock buys and sells, go to the Link Here
This is the sector weightings of John Paulson's portfolio:
These are the top 5 holdings of John Paulson
Added: AngloGold Ashanti Ltd. (AU, Financial)
John Paulson added to his holdings in AngloGold Ashanti Ltd. by 1358.18%. His purchase prices were between $29.71 and $42.33, with an estimated average price of $35.8. The impact to his portfolio due to this purchase was 8.53%. His holdings were 42,849,864 shares as of 06/30/2009.
AngloGold Limited is the largest gold producer at 7 million ounces a year with reserves of 126 m oz. The company has operations in six countries on three continents some of which are joint ventures as well as exploration activities in ten countries. AngloGold can be financially characterized by high cash generation substantial reinvestment in long-term growth and the payment of significant dividends. The company distinguishes itself from its producer peer group through its active involvement in the development of the gold market particularly in Asia. AngloGold Ashanti Ltd. has a market cap of $10.08 billion; its shares were traded at around $35.87 with a P/E ratio of 31.5 and P/S ratio of 2.6. The dividend yield of AngloGold Ashanti Ltd. stocks is 0.3%.
Added: ScheringPlough Corp. (SGP, Financial)
John Paulson added to his holdings in ScheringPlough Corp. by 511.91%. His purchase prices were between $22.05 and $24.5, with an estimated average price of $23.4. The impact to his portfolio due to this purchase was 6.76%. His holdings were 55,072,000 shares as of 06/30/2009.
Schering-Plough Corporation and its subsidiaries are engaged in the discovery development manufacturing and marketing of pharmaceutical products worldwide. The company operates primarily in the prescription pharmaceutical marketplace. However where appropriate the company has sought regulatory approval to switch prescription products to over-the-counter status as a means of extending a product's life cycle. ScheringPlough Corp. has a market cap of $43.91 billion; its shares were traded at around $26.88 with a P/E ratio of 14.9 and P/S ratio of 2.4. The dividend yield of ScheringPlough Corp. stocks is 1%.
Added: Wyeth (WYE, Financial)
John Paulson added to his holdings in Wyeth by 59.27%. His purchase prices were between $41.55 and $44.74, with an estimated average price of $43.5. The impact to his portfolio due to this purchase was 4.77%. His holdings were 48,389,300 shares as of 06/30/2009.
Wyeth is one of the world's largest research-driven pharmaceutical and health care products companies. It is a leader in the discovery development manufacturing and marketing of pharmaceuticals vaccines biotechnology products and non-prescription medicines that improve the quality of life for people worldwide. The Company's major divisions include Wyeth Pharmaceuticals Wyeth Consumer Healthcare and Fort Dodge Animal Health. Wyeth has a market cap of $62.4 billion; its shares were traded at around $46.78 with a P/E ratio of 13.2 and P/S ratio of 2.8. The dividend yield of Wyeth stocks is 2.5%. Wyeth had an annual average earning growth of 5.8% over the past 10 years.
Added: LIBERTY MEDIA CORPORATION - SERIES A LIBERTY ENTER (LMDIA, Financial)
John Paulson added to his holdings in LIBERTY MEDIA CORPORATION - SERIES A LIBERTY ENTER by 745.67%. His purchase prices were between $22.11 and $26.34, with an estimated average price of $24.4. The impact to his portfolio due to this purchase was 2.75%. His holdings were 20,000,000 shares as of 06/30/2009.
Liberty Media Corporation is a holding company which through its subsidiaries owns interests in a broad range of electronic retailing media communications and entertainment businesses. Those interests are attributed to three tracking stock groups: (1) the Liberty Interactive group which includes Liberty's interests in QVC Provide Commerce Backcountry.com BUYSEASONS Bodybuilding.com IAC/InterActiveCorp and Expedia (2) the Liberty Entertainment group which includes Liberty's interests in The DIRECTV Group Inc. Starz Entertainment FUN Technologies Inc. GSN LLC WildBlue Communications Inc. and Liberty Sports Holdings LLC and (3) the Liberty Capital group which includes all businesses assets and liabilities not attributed to the Interactive group or the Entertainment group including its subsidiaries Starz Media LLC Atlanta National League Baseball Club Inc. and TruePosition Inc. and minority equity investments in Time Warner Inc. and Sprint Nextel Co LIBERTY MEDIA CORPORATION - SERIES A LIBERTY ENTER has a market cap of $13.8 billion; its shares were traded at around $27.91 .
Added: Capital One Financial Corp. (COF, Financial)
John Paulson added to his holdings in Capital One Financial Corp. by 709.52%. His purchase prices were between $17.27 and $31.29, with an estimated average price of $22.1. The impact to his portfolio due to this purchase was 1.9%. His holdings were 17,000,000 shares as of 06/30/2009.
Capital One Financial is a holding company whose subsidiaries provide a variety of products and services to consumers using its proprietary information-based strategy. The corporation's principal subsidiary Capital One Bank offers credit card products. Capital One Services Inc. another subsidiary of the corporation provides various operating administrative and other services to the corporation and its subsidiaries. Capital One Financial Corp. has a market cap of $15.26 billion; its shares were traded at around $33.79 with and P/S ratio of 0.9. The dividend yield of Capital One Financial Corp. stocks is 0.6%. Capital One Financial Corp. had an annual average earning growth of 16.3% over the past 10 years.
Added: Gold Fields Ltd. (GFI, Financial)
John Paulson added to his holdings in Gold Fields Ltd. by 25.9%. His purchase prices were between $10.09 and $13.58, with an estimated average price of $11.9. The impact to his portfolio due to this purchase was 0.33%. His holdings were 23,000,000 shares as of 06/30/2009.
Gold Fields Limited is one of the world's largest unhedged gold producers with operating mines in South Africa Ghana and Australia. Gold Fields Ltd. has a market cap of $8.42 billion; its shares were traded at around $11.95 with a P/E ratio of 24.9 and P/S ratio of 2.6. The dividend yield of Gold Fields Ltd. stocks is 1.5%. Gold Fields Ltd. had an annual average earning growth of 2.8% over the past 10 years.
Added: JPMorgan Chase & Co. (JPM, Financial)
John Paulson added to his holdings in JPMorgan Chase & Co. by 20.69%. His purchase prices were between $32.44 and $38.88, with an estimated average price of $34.6. The impact to his portfolio due to this purchase was 0.24%. His holdings were 7,000,000 shares as of 06/30/2009.
J.P. Morgan Chase & Co. is a leading global financial services firm. The firm is a leader in investment banking asset management private banking private equity custody and transaction services and retail and middle market financial services. A component of the Dow Jones Industrial Average JPMorgan Chase is headquartered in New York and serves more than 30 million consumer customers and the world's most prominent corporate institutional and government clients. JPMorgan Chase & Co. has a market cap of $164.66 billion; its shares were traded at around $42.21 with a P/E ratio of 108.3 and P/S ratio of 2.5. The dividend yield of JPMorgan Chase & Co. stocks is 0.5%.
New Purchase: Bank of America Corp. (BAC, Financial)
John Paulson initiated holdings in Bank of America Corp.. His purchase prices were between $8.69 and $14.16, with an estimated average price of $11.4. The impact to his portfolio due to this purchase was 12.95%. His holdings were 167,990,464 shares as of 06/30/2009.
Bank of America Corp. is one of the world's leading financial services companies. Bank of America provides individuals small businesses and commercial corporate and institutional clients across the United States and around the world new and better ways to manage their financial lives. The company enables customers to do their banking and investing whenever wherever and however they choose. Bank of America Corp. has a market cap of $126.17 billion; its shares were traded at around $15.93 with a P/E ratio of 28.4 and P/S ratio of 1.7. The dividend yield of Bank of America Corp. stocks is 0.2%. Bank of America Corp. had an annual average earning growth of 7.5% over the past 10 years.
New Purchase: Sun Microsystems. (JAVA, Financial)
John Paulson initiated holdings in Sun Microsystems.. His purchase prices were between $6.68 and $9.3, with an estimated average price of $8.7. The impact to his portfolio due to this purchase was 3.98%. His holdings were 74,000,000 shares as of 06/30/2009.
Sun Microsystems Inc. is one of the leading worldwide providers of products services and support solutions for building and maintaining network computing environments. The company sells scalable computer and storage systems high-speed microprocessors and a complete line of high performance software for operating network computing equipment. The company also provides a full range of services including support education and professional services. Sun Microsystems. has a market cap of $6.87 billion; its shares were traded at around $9.15 with and P/S ratio of 0.5.
New Purchase: Goldman Sachs Group Inc. The (GS, Financial)
John Paulson initiated holdings in Goldman Sachs Group Inc. The. His purchase prices were between $120.29 and $149.01, with an estimated average price of $135.9. The impact to his portfolio due to this purchase was 1.72%. His holdings were 2,000,000 shares as of 06/30/2009.
Goldman Sachs is a global investment banking and securities firm providing a full range of investing advisory and financing services worldwide to a substantial and diversified client base which includes corporations financial institutions governments and high net worth individuals. (Company Press Release) Goldman Sachs Group Inc. The has a market cap of $82.44 billion; its shares were traded at around $163.76 with a P/E ratio of 31.8 and P/S ratio of 1.5. The dividend yield of Goldman Sachs Group Inc. The stocks is 0.9%. Goldman Sachs Group Inc. The had an annual average earning growth of 24.5% over the past 10 years.
New Purchase: The Pepsi Bottling Group Inc. (PBG, Financial)
John Paulson initiated holdings in The Pepsi Bottling Group Inc.. His purchase prices were between $24.65 and $33.62, with an estimated average price of $31.2. The impact to his portfolio due to this purchase was 1.65%. His holdings were 8,371,800 shares as of 06/30/2009.
The Pepsi Bottling Group Inc. is the world's largest manufacturer seller and distributor of Pepsi-Cola beverages. Pepsi-Cola beverages sold include PEPSI-COLA DIET PEPSI MOUNTAIN DEW LIPTON BRISK LIPTON'S ICED TEA 7UP outside the U.S. PEPSI MAX PEPSI ONE SLICE MUG AQUAFINA STARBUCKS FRAPPUCCINO and KAS. The Pepsi Bottling Group Inc. has a market cap of $7.59 billion; its shares were traded at around $35.53 with a P/E ratio of 15.9 and P/S ratio of 0.6. The dividend yield of The Pepsi Bottling Group Inc. stocks is 2%. The Pepsi Bottling Group Inc. had an annual average earning growth of 7.1% over the past 5 years.
New Purchase: Humana Inc. (HUM, Financial)
John Paulson initiated holdings in Humana Inc.. His purchase prices were between $27.36 and $32.62, with an estimated average price of $30.3. The impact to his portfolio due to this purchase was 0.94%. His holdings were 5,000,000 shares as of 06/30/2009.
Humana Inc. is a health services company that facilitates the delivery of health care services through networks of providers to its medical members. The company's products are marketed primarily through health maintenance organizations and preferred provider organizations that encourage or require the use of contracted providers. The company also offers various specialty products to employers including dental group life and workers' compensation and administrative services to those who self-insure their employee health plans. Humana Inc. has a market cap of $5.73 billion; its shares were traded at around $33.8 with a P/E ratio of 6.2 and P/S ratio of 0.2. Humana Inc. had an annual average earning growth of 18.7% over the past 10 years. GuruFocus rated Humana Inc. the business predictability rank of 2-star.
New Purchase: Regions Financial Corp. (RF)
John Paulson initiated holdings in Regions Financial Corp.. His purchase prices were between $3.95 and $7.21, with an estimated average price of $4.8. The impact to his portfolio due to this purchase was 0.83%. His holdings were 35,000,000 shares as of 06/30/2009.
Regions Financial Corporation is a regional bank holding company and hasbanking-related subsidiaries engaged in mortgage banking credit life insurance leasing and securities brokerage activities with offices in various Southeastern states. Through its subsidiaries Regions offers a broad range of banking and banking-related services. Regions Financial Corp. has a market cap of $3.35 billion; its shares were traded at around $4.82 with and P/S ratio of 0.4. The dividend yield of Regions Financial Corp. stocks is 0.8%. Regions Financial Corp. had an annual average earning growth of 1.2% over the past 10 years.
New Purchase: CB Richard Ellis Group Inc. (CBG)
John Paulson initiated holdings in CB Richard Ellis Group Inc.. His purchase prices were between $5.31 and $9.81, with an estimated average price of $7.7. The impact to his portfolio due to this purchase was 0.73%. His holdings were 13,440,860 shares as of 06/30/2009.
CB Richard Ellis Group is a global commercial real estate services firm offering a full range of services to occupiers owners lenders and investors in office retail industrial multi-family and other commercial real estate assets. CB Richard Ellis Group Inc. has a market cap of $2.98 billion; its shares were traded at around $11.24 with a P/E ratio of 17.3 and P/S ratio of 0.6. CB Richard Ellis Group Inc. had an annual average earning growth of 14.6% over the past 5 years.
New Purchase: PepsiAmericas Inc. (PAS)
John Paulson initiated holdings in PepsiAmericas Inc.. His purchase prices were between $19.52 and $26.84, with an estimated average price of $24.7. The impact to his portfolio due to this purchase was 0.66%. His holdings were 4,185,100 shares as of 06/30/2009.
PepsiAmericas makes sells and delivers a broad portfolio of Pepsi-Cola core brands Cadbury beverages and other national and regional brands in the U.S. as well as Puerto Rico Jamaica the Bahamas Trinidad and Tobago Poland Hungary the Czech Republic and the Republic of Slovakia. PepsiAmericas Inc. has a market cap of $3.45 billion; its shares were traded at around $27.74 with a P/E ratio of 14.1 and P/S ratio of 0.7. The dividend yield of PepsiAmericas Inc. stocks is 2%. PepsiAmericas Inc. had an annual average earning growth of 5.9% over the past 10 years. GuruFocus rated PepsiAmericas Inc. the business predictability rank of 2.5-star.
New Purchase: ULTRASHORT FINANCIALS PROSHARES (SKF)
John Paulson initiated holdings in ULTRASHORT FINANCIALS PROSHARES. His purchase prices were between $38.94 and $64.88, with an estimated average price of $48. The impact to his portfolio due to this purchase was 0.49%. His holdings were 2,000,000 shares as of 06/30/2009.
ULTRASHORT FINANCIALS PROSHARES has a market cap of $9.2 million; its shares were traded at around $29.122 . The dividend yield of ULTRASHORT FINANCIALS PROSHARES stocks is 5.1%.
New Purchase: MARSHALL & ILSLEY CORP NEW COM (MI)
John Paulson initiated holdings in MARSHALL & ILSLEY CORP NEW COM. His purchase prices were between $4.78 and $9.8, with an estimated average price of $6.8. The impact to his portfolio due to this purchase was 0.34%. His holdings were 12,000,000 shares as of 06/30/2009.
Marshall & Ilsley Corp. is a diversified financial services corporation. The company has a large retail banking presence in Wisconsin with offices throughout the state. In addition M&I retail locations are located in Phoenix and Tucson Ariz.; Las Vegas Nev. and Naples Fla. M&I also provides trust and investment management equipment leasing data processing mortgage banking financial planning investments and insurance services from offices throughout the country and on the Internet. (Company Press Release) MARSHALL & ILSLEY CORP NEW COM has a market cap of $2.44 billion; its shares were traded at around $6.91 with and P/S ratio of 0.9. The dividend yield of MARSHALL & ILSLEY CORP NEW COM stocks is 0.6%.
New Purchase: CF Industries Holdings Inc. (CF)
John Paulson initiated holdings in CF Industries Holdings Inc.. His purchase prices were between $69.86 and $82.5, with an estimated average price of $76. The impact to his portfolio due to this purchase was 0.22%. His holdings were 500,000 shares as of 06/30/2009.
CF Industries Holdings Inc. is the holding company for the operations of CF Industries Inc. CF Industries Inc. is a major producer and distributor of nitrogen and phosphate fertilizer products. CF Industries operates world-scale nitrogen fertilizer plants in Louisiana and Alberta Canada; conducts phosphate mining and manufacturing operations in Central Florida; and distributes fertilizer products through a system of terminals warehouses and associated transportation equipment located primarily in the midwestern United States. CF Industries Holdings Inc. has a market cap of $3.99 billion; its shares were traded at around $82.43 with a P/E ratio of 6.4 and P/S ratio of 1. The dividend yield of CF Industries Holdings Inc. stocks is 0.5%.
New Purchase: Fifth Third Bancorp (FITB)
John Paulson initiated holdings in Fifth Third Bancorp. His purchase prices were between $3.57 and $8.48, with an estimated average price of $6.2. The impact to his portfolio due to this purchase was 0.21%. His holdings were 5,000,000 shares as of 06/30/2009.
Fifth Third Bancorp is a registered financial holding company and a multi-bank holding company. They engage primarily in commercial retail and trust banking data processing services investment advisory services and leasing activities. In addition the company provides credit lifeaccident health and mortgage insurance discount brokerage services andproperty management for its properties. Fifth Third Bancorp has a market cap of $5.91 billion; its shares were traded at around $10.24 with and P/S ratio of 0.7. The dividend yield of Fifth Third Bancorp stocks is 0.4%. Fifth Third Bancorp had an annual average earning growth of 8% over the past 10 years.
New Purchase: First Horizon National Corp. (FHN)
John Paulson initiated holdings in First Horizon National Corp.. His purchase prices were between $11.2 and $13.09, with an estimated average price of $12.2. The impact to his portfolio due to this purchase was 0.21%. His holdings were 3,000,000 shares as of 06/30/2009.
The First Horizon National family of companies provides financial services to individual and business customers through: First Horizon Home Loans FTN Financial First Tennessee Bank and First Horizon Merchant Services. First Horizon National Corp. has a market cap of $2.87 billion; its shares were traded at around $13.35 with and P/S ratio of 1.2. First Horizon National Corp. had an annual average earning growth of 1.4% over the past 10 years.
New Purchase: State Street Corp. (STT)
John Paulson initiated holdings in State Street Corp.. His purchase prices were between $34.1 and $48.32, with an estimated average price of $42. The impact to his portfolio due to this purchase was 0.19%. His holdings were 700,000 shares as of 06/30/2009.
State Street Corporation is the world's leading specialist in providing sophisticated global investors with investment servicing investment management investment research and trading services. Customers include mutual funds and other collective investment funds corporate and public pension funds corporations unions and not-for-profit organizations in and outside of the United States. State Street Corp. has a market cap of $25.26 billion; its shares were traded at around $51.97 with a P/E ratio of 11.6 and P/S ratio of 1.9. The dividend yield of State Street Corp. stocks is 0.1%. State Street Corp. had an annual average earning growth of 12.6% over the past 10 years. GuruFocus rated State Street Corp. the business predictability rank of 3-star.
New Purchase: SunTrust Banks Inc. (STI)
John Paulson initiated holdings in SunTrust Banks Inc.. His purchase prices were between $13.17 and $20.61, with an estimated average price of $15.8. The impact to his portfolio due to this purchase was 0.14%. His holdings were 1,500,000 shares as of 06/30/2009.
SunTrust Banks Inc. is a commercial banking organization. The company provides a wide range of services to meet the financial needs of its growing customer base in Alabama Florida Georgia Maryland Tennessee Virginia and the District of Columbia. Its primary businesses include traditional deposit and credit services as well as trust and investment services. (Company Press Release) SunTrust Banks Inc. has a market cap of $7.16 billion; its shares were traded at around $20.06 with and P/S ratio of 0.7. The dividend yield of SunTrust Banks Inc. stocks is 1.9%. SunTrust Banks Inc. had an annual average earning growth of 2.3% over the past 10 years.
New Purchase: Centex Corp. (CTX)
John Paulson initiated holdings in Centex Corp.. His purchase prices were between $8.43 and $11.5, with an estimated average price of $9.5. The impact to his portfolio due to this purchase was 0.06%. His holdings were 1,256,400 shares as of 06/30/2009.
Centex Corporation is the nation's premier company in building and related services: Home Building Home Services Financial Services Contracting and Construction Services Construction Products and Investment Real Estate. Centex Corp. has a market cap of $1.56 billion; its shares were traded at around $12.56 with and P/S ratio of 0.4.
New Purchase: Kimco Realty Corp. (KIM)
John Paulson initiated holdings in Kimco Realty Corp.. His purchase prices were between $9.91 and $12.33, with an estimated average price of $11. The impact to his portfolio due to this purchase was 0.01%. His holdings were 217,259 shares as of 06/30/2009.
Kimco Realty Corp. together with its subsidiaries is a self-administered real estate investment trust and is one of the nation's largest owners and operators of neighborhood and community shopping centers. The company's portfolio of property interests includes neighborhood and community shopping center properties regional malls retail store leases parcels of undeveloped land and projects under development. Kimco Realty Corp. has a market cap of $4.34 billion; its shares were traded at around $11.54 with a P/E ratio of 8 and P/S ratio of 5.8. The dividend yield of Kimco Realty Corp. stocks is 2.1%. Kimco Realty Corp. had an annual average earning growth of 1.6% over the past 10 years.
Reduced: MARKET VECTORS - GOLD MINERS ETF (GDX)
John Paulson reduced to his holdings in MARKET VECTORS - GOLD MINERS ETF by 65.32%. His sale prices were between $30.97 and $44.16, with an estimated average price of $37.6. The impact to his portfolio due to this sale was -0.86%. John Paulson still held 6,000,000 shares as of 06/30/2009.
MARKET VECTORS - GOLD MINERS ETF has a market cap of $465.6 million; its shares were traded at around $38.79 . The dividend yield of MARKET VECTORS - GOLD MINERS ETF stocks is 7.9%.
Sold Out: BROCADE COMMUNICATIONS SYSTEMS, INC. (BRCD)
John Paulson sold out his holdings in BROCADE COMMUNICATIONS SYSTEMS, INC.. His sale prices were between $4.61 and $7.8, with an estimated average price of $6.4. The impact to his portfolio due to this sale was less than 0.01%.
Brocade Communications Systems Inc. delivers industry-leading platforms solutions and services for intelligently connecting managing and optimizing IT resources in shared storage environments. The world's premier systems server and storage providers offer the Brocade SilkWorm family of Storage Area Network connectivity platforms as the foundation for shared storage in organizations of all sizes. In addition the Brocade Tapestry family of IT infrastructure solutions extends the ability to proactively manage and optimize application and information resources across the enterprise. Using Brocade solutions organizations are better positioned to reduce cost manage complexity and satisfy business compliance requirements through optimized use and management of their IT resources. BROCADE COMMUNICATIONS SYSTEMS, INC. has a market cap of $3.27 billion; its shares were traded at around $8.21 with a P/E ratio of 16.4 and P/S ratio of 2.3.
Sold Out: St. Jude Medical Inc. (STJ)
John Paulson sold out his holdings in St. Jude Medical Inc.. His sale prices were between $33.17 and $41.67, with an estimated average price of $37.3. The impact to his portfolio due to this sale was less than 0.01%.
St. Jude Medical Inc. is dedicated to making life better for cardiac neurological and chronic pain patients worldwide through excellence in medical device technology and services. The Company has five major focus areas that include cardiac rhythm management atrial fibrillation cardiac surgery cardiology and neuromodulation. St. Jude Medical Inc. has a market cap of $13.23 billion; its shares were traded at around $38.2 with a P/E ratio of 16.2 and P/S ratio of 3. St. Jude Medical Inc. had an annual average earning growth of 19.5% over the past 10 years. GuruFocus rated St. Jude Medical Inc. the business predictability rank of 4.5-star.
Sold Out: Affiliated Computer Services Inc. (ACS)
John Paulson sold out his holdings in Affiliated Computer Services Inc.. His sale prices were between $44.5 and $50.83, with an estimated average price of $46.5. The impact to his portfolio due to this sale was less than 0.01%.
Affiliated Computer Services Inc. provides a full range of information technology services to clients which have time-critical transaction-intensive information processing needs. Services include technology outsourcing business process outsourcing and systems integration services. ACS a Fortune 1000 company with more than 40000 people supporting operations in 54 countries provides business process and information technology outsourcing solutions to world-class commercial and government clients. Affiliated Computer Services Inc. has a market cap of $4.44 billion; its shares were traded at around $45.54 with a P/E ratio of 12.4 and P/S ratio of 0.7. Affiliated Computer Services Inc. had an annual average earning growth of 13.4% over the past 10 years. GuruFocus rated Affiliated Computer Services Inc. the business predictability rank of 2.5-star.
John Paulson buys Bank of America Corp., Sun Microsystems., Goldman Sachs Group Inc. The, The Pepsi Bottling Group Inc., Humana Inc., Regions Financial Corp., CB Richard Ellis Group Inc., PepsiAmericas Inc., ULTRASHORT FINANCIALS PROSHARES, DATA DOMAIN, INC., MARSHALL & ILSLEY CORP NEW COM, CF Industries Holdings Inc., First Horizon National Corp., Fifth Third Bancorp, State Street Corp., SunTrust Banks Inc., Centex Corp., Kimco Realty Corp., sells Affiliated Computer Services Inc., BROCADE COMMUNICATIONS SYSTEMS, INC., St. Jude Medical Inc. during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Paulson & Co.. These are the details of the buys and sells.
New Purchases: BAC, CBG, CF, CTX, FHN, FITB, GS, HUM, JAVA, KIM, MI, PAS, PBG, RF, SKF, STI, STT,
Added Positions: AU, COF, GFI, JPM, LMDIA, SGP, WYE,
Reduced Positions: GDX,
Sold Out: ACS, BRCD, STJ,
For the details of John Paulson's stock buys and sells, go to the Link Here
This is the sector weightings of John Paulson's portfolio:
These are the top 5 holdings of John Paulson
- Spider Gold Shares (GLD) - 31,500,000 shares, 16.77% of the total portfolio
- Bank of America Corp. (BAC) - 167,990,464 shares, 12.95% of the total portfolio
- Wyeth (WYE) - 48,389,300 shares, 12.82% of the total portfolio
- AngloGold Ashanti Ltd. (AU) - 42,849,864 shares, 9.16% of the total portfolio
- ScheringPlough Corp. (SGP) - 55,072,000 shares, 8.08% of the total portfolio
Added: AngloGold Ashanti Ltd. (AU, Financial)
John Paulson added to his holdings in AngloGold Ashanti Ltd. by 1358.18%. His purchase prices were between $29.71 and $42.33, with an estimated average price of $35.8. The impact to his portfolio due to this purchase was 8.53%. His holdings were 42,849,864 shares as of 06/30/2009.
AngloGold Limited is the largest gold producer at 7 million ounces a year with reserves of 126 m oz. The company has operations in six countries on three continents some of which are joint ventures as well as exploration activities in ten countries. AngloGold can be financially characterized by high cash generation substantial reinvestment in long-term growth and the payment of significant dividends. The company distinguishes itself from its producer peer group through its active involvement in the development of the gold market particularly in Asia. AngloGold Ashanti Ltd. has a market cap of $10.08 billion; its shares were traded at around $35.87 with a P/E ratio of 31.5 and P/S ratio of 2.6. The dividend yield of AngloGold Ashanti Ltd. stocks is 0.3%.
Added: ScheringPlough Corp. (SGP, Financial)
John Paulson added to his holdings in ScheringPlough Corp. by 511.91%. His purchase prices were between $22.05 and $24.5, with an estimated average price of $23.4. The impact to his portfolio due to this purchase was 6.76%. His holdings were 55,072,000 shares as of 06/30/2009.
Schering-Plough Corporation and its subsidiaries are engaged in the discovery development manufacturing and marketing of pharmaceutical products worldwide. The company operates primarily in the prescription pharmaceutical marketplace. However where appropriate the company has sought regulatory approval to switch prescription products to over-the-counter status as a means of extending a product's life cycle. ScheringPlough Corp. has a market cap of $43.91 billion; its shares were traded at around $26.88 with a P/E ratio of 14.9 and P/S ratio of 2.4. The dividend yield of ScheringPlough Corp. stocks is 1%.
Added: Wyeth (WYE, Financial)
John Paulson added to his holdings in Wyeth by 59.27%. His purchase prices were between $41.55 and $44.74, with an estimated average price of $43.5. The impact to his portfolio due to this purchase was 4.77%. His holdings were 48,389,300 shares as of 06/30/2009.
Wyeth is one of the world's largest research-driven pharmaceutical and health care products companies. It is a leader in the discovery development manufacturing and marketing of pharmaceuticals vaccines biotechnology products and non-prescription medicines that improve the quality of life for people worldwide. The Company's major divisions include Wyeth Pharmaceuticals Wyeth Consumer Healthcare and Fort Dodge Animal Health. Wyeth has a market cap of $62.4 billion; its shares were traded at around $46.78 with a P/E ratio of 13.2 and P/S ratio of 2.8. The dividend yield of Wyeth stocks is 2.5%. Wyeth had an annual average earning growth of 5.8% over the past 10 years.
Added: LIBERTY MEDIA CORPORATION - SERIES A LIBERTY ENTER (LMDIA, Financial)
John Paulson added to his holdings in LIBERTY MEDIA CORPORATION - SERIES A LIBERTY ENTER by 745.67%. His purchase prices were between $22.11 and $26.34, with an estimated average price of $24.4. The impact to his portfolio due to this purchase was 2.75%. His holdings were 20,000,000 shares as of 06/30/2009.
Liberty Media Corporation is a holding company which through its subsidiaries owns interests in a broad range of electronic retailing media communications and entertainment businesses. Those interests are attributed to three tracking stock groups: (1) the Liberty Interactive group which includes Liberty's interests in QVC Provide Commerce Backcountry.com BUYSEASONS Bodybuilding.com IAC/InterActiveCorp and Expedia (2) the Liberty Entertainment group which includes Liberty's interests in The DIRECTV Group Inc. Starz Entertainment FUN Technologies Inc. GSN LLC WildBlue Communications Inc. and Liberty Sports Holdings LLC and (3) the Liberty Capital group which includes all businesses assets and liabilities not attributed to the Interactive group or the Entertainment group including its subsidiaries Starz Media LLC Atlanta National League Baseball Club Inc. and TruePosition Inc. and minority equity investments in Time Warner Inc. and Sprint Nextel Co LIBERTY MEDIA CORPORATION - SERIES A LIBERTY ENTER has a market cap of $13.8 billion; its shares were traded at around $27.91 .
Added: Capital One Financial Corp. (COF, Financial)
John Paulson added to his holdings in Capital One Financial Corp. by 709.52%. His purchase prices were between $17.27 and $31.29, with an estimated average price of $22.1. The impact to his portfolio due to this purchase was 1.9%. His holdings were 17,000,000 shares as of 06/30/2009.
Capital One Financial is a holding company whose subsidiaries provide a variety of products and services to consumers using its proprietary information-based strategy. The corporation's principal subsidiary Capital One Bank offers credit card products. Capital One Services Inc. another subsidiary of the corporation provides various operating administrative and other services to the corporation and its subsidiaries. Capital One Financial Corp. has a market cap of $15.26 billion; its shares were traded at around $33.79 with and P/S ratio of 0.9. The dividend yield of Capital One Financial Corp. stocks is 0.6%. Capital One Financial Corp. had an annual average earning growth of 16.3% over the past 10 years.
Added: Gold Fields Ltd. (GFI, Financial)
John Paulson added to his holdings in Gold Fields Ltd. by 25.9%. His purchase prices were between $10.09 and $13.58, with an estimated average price of $11.9. The impact to his portfolio due to this purchase was 0.33%. His holdings were 23,000,000 shares as of 06/30/2009.
Gold Fields Limited is one of the world's largest unhedged gold producers with operating mines in South Africa Ghana and Australia. Gold Fields Ltd. has a market cap of $8.42 billion; its shares were traded at around $11.95 with a P/E ratio of 24.9 and P/S ratio of 2.6. The dividend yield of Gold Fields Ltd. stocks is 1.5%. Gold Fields Ltd. had an annual average earning growth of 2.8% over the past 10 years.
Added: JPMorgan Chase & Co. (JPM, Financial)
John Paulson added to his holdings in JPMorgan Chase & Co. by 20.69%. His purchase prices were between $32.44 and $38.88, with an estimated average price of $34.6. The impact to his portfolio due to this purchase was 0.24%. His holdings were 7,000,000 shares as of 06/30/2009.
J.P. Morgan Chase & Co. is a leading global financial services firm. The firm is a leader in investment banking asset management private banking private equity custody and transaction services and retail and middle market financial services. A component of the Dow Jones Industrial Average JPMorgan Chase is headquartered in New York and serves more than 30 million consumer customers and the world's most prominent corporate institutional and government clients. JPMorgan Chase & Co. has a market cap of $164.66 billion; its shares were traded at around $42.21 with a P/E ratio of 108.3 and P/S ratio of 2.5. The dividend yield of JPMorgan Chase & Co. stocks is 0.5%.
New Purchase: Bank of America Corp. (BAC, Financial)
John Paulson initiated holdings in Bank of America Corp.. His purchase prices were between $8.69 and $14.16, with an estimated average price of $11.4. The impact to his portfolio due to this purchase was 12.95%. His holdings were 167,990,464 shares as of 06/30/2009.
Bank of America Corp. is one of the world's leading financial services companies. Bank of America provides individuals small businesses and commercial corporate and institutional clients across the United States and around the world new and better ways to manage their financial lives. The company enables customers to do their banking and investing whenever wherever and however they choose. Bank of America Corp. has a market cap of $126.17 billion; its shares were traded at around $15.93 with a P/E ratio of 28.4 and P/S ratio of 1.7. The dividend yield of Bank of America Corp. stocks is 0.2%. Bank of America Corp. had an annual average earning growth of 7.5% over the past 10 years.
New Purchase: Sun Microsystems. (JAVA, Financial)
John Paulson initiated holdings in Sun Microsystems.. His purchase prices were between $6.68 and $9.3, with an estimated average price of $8.7. The impact to his portfolio due to this purchase was 3.98%. His holdings were 74,000,000 shares as of 06/30/2009.
Sun Microsystems Inc. is one of the leading worldwide providers of products services and support solutions for building and maintaining network computing environments. The company sells scalable computer and storage systems high-speed microprocessors and a complete line of high performance software for operating network computing equipment. The company also provides a full range of services including support education and professional services. Sun Microsystems. has a market cap of $6.87 billion; its shares were traded at around $9.15 with and P/S ratio of 0.5.
New Purchase: Goldman Sachs Group Inc. The (GS, Financial)
John Paulson initiated holdings in Goldman Sachs Group Inc. The. His purchase prices were between $120.29 and $149.01, with an estimated average price of $135.9. The impact to his portfolio due to this purchase was 1.72%. His holdings were 2,000,000 shares as of 06/30/2009.
Goldman Sachs is a global investment banking and securities firm providing a full range of investing advisory and financing services worldwide to a substantial and diversified client base which includes corporations financial institutions governments and high net worth individuals. (Company Press Release) Goldman Sachs Group Inc. The has a market cap of $82.44 billion; its shares were traded at around $163.76 with a P/E ratio of 31.8 and P/S ratio of 1.5. The dividend yield of Goldman Sachs Group Inc. The stocks is 0.9%. Goldman Sachs Group Inc. The had an annual average earning growth of 24.5% over the past 10 years.
New Purchase: The Pepsi Bottling Group Inc. (PBG, Financial)
John Paulson initiated holdings in The Pepsi Bottling Group Inc.. His purchase prices were between $24.65 and $33.62, with an estimated average price of $31.2. The impact to his portfolio due to this purchase was 1.65%. His holdings were 8,371,800 shares as of 06/30/2009.
The Pepsi Bottling Group Inc. is the world's largest manufacturer seller and distributor of Pepsi-Cola beverages. Pepsi-Cola beverages sold include PEPSI-COLA DIET PEPSI MOUNTAIN DEW LIPTON BRISK LIPTON'S ICED TEA 7UP outside the U.S. PEPSI MAX PEPSI ONE SLICE MUG AQUAFINA STARBUCKS FRAPPUCCINO and KAS. The Pepsi Bottling Group Inc. has a market cap of $7.59 billion; its shares were traded at around $35.53 with a P/E ratio of 15.9 and P/S ratio of 0.6. The dividend yield of The Pepsi Bottling Group Inc. stocks is 2%. The Pepsi Bottling Group Inc. had an annual average earning growth of 7.1% over the past 5 years.
New Purchase: Humana Inc. (HUM, Financial)
John Paulson initiated holdings in Humana Inc.. His purchase prices were between $27.36 and $32.62, with an estimated average price of $30.3. The impact to his portfolio due to this purchase was 0.94%. His holdings were 5,000,000 shares as of 06/30/2009.
Humana Inc. is a health services company that facilitates the delivery of health care services through networks of providers to its medical members. The company's products are marketed primarily through health maintenance organizations and preferred provider organizations that encourage or require the use of contracted providers. The company also offers various specialty products to employers including dental group life and workers' compensation and administrative services to those who self-insure their employee health plans. Humana Inc. has a market cap of $5.73 billion; its shares were traded at around $33.8 with a P/E ratio of 6.2 and P/S ratio of 0.2. Humana Inc. had an annual average earning growth of 18.7% over the past 10 years. GuruFocus rated Humana Inc. the business predictability rank of 2-star.
New Purchase: Regions Financial Corp. (RF)
John Paulson initiated holdings in Regions Financial Corp.. His purchase prices were between $3.95 and $7.21, with an estimated average price of $4.8. The impact to his portfolio due to this purchase was 0.83%. His holdings were 35,000,000 shares as of 06/30/2009.
Regions Financial Corporation is a regional bank holding company and hasbanking-related subsidiaries engaged in mortgage banking credit life insurance leasing and securities brokerage activities with offices in various Southeastern states. Through its subsidiaries Regions offers a broad range of banking and banking-related services. Regions Financial Corp. has a market cap of $3.35 billion; its shares were traded at around $4.82 with and P/S ratio of 0.4. The dividend yield of Regions Financial Corp. stocks is 0.8%. Regions Financial Corp. had an annual average earning growth of 1.2% over the past 10 years.
New Purchase: CB Richard Ellis Group Inc. (CBG)
John Paulson initiated holdings in CB Richard Ellis Group Inc.. His purchase prices were between $5.31 and $9.81, with an estimated average price of $7.7. The impact to his portfolio due to this purchase was 0.73%. His holdings were 13,440,860 shares as of 06/30/2009.
CB Richard Ellis Group is a global commercial real estate services firm offering a full range of services to occupiers owners lenders and investors in office retail industrial multi-family and other commercial real estate assets. CB Richard Ellis Group Inc. has a market cap of $2.98 billion; its shares were traded at around $11.24 with a P/E ratio of 17.3 and P/S ratio of 0.6. CB Richard Ellis Group Inc. had an annual average earning growth of 14.6% over the past 5 years.
New Purchase: PepsiAmericas Inc. (PAS)
John Paulson initiated holdings in PepsiAmericas Inc.. His purchase prices were between $19.52 and $26.84, with an estimated average price of $24.7. The impact to his portfolio due to this purchase was 0.66%. His holdings were 4,185,100 shares as of 06/30/2009.
PepsiAmericas makes sells and delivers a broad portfolio of Pepsi-Cola core brands Cadbury beverages and other national and regional brands in the U.S. as well as Puerto Rico Jamaica the Bahamas Trinidad and Tobago Poland Hungary the Czech Republic and the Republic of Slovakia. PepsiAmericas Inc. has a market cap of $3.45 billion; its shares were traded at around $27.74 with a P/E ratio of 14.1 and P/S ratio of 0.7. The dividend yield of PepsiAmericas Inc. stocks is 2%. PepsiAmericas Inc. had an annual average earning growth of 5.9% over the past 10 years. GuruFocus rated PepsiAmericas Inc. the business predictability rank of 2.5-star.
New Purchase: ULTRASHORT FINANCIALS PROSHARES (SKF)
John Paulson initiated holdings in ULTRASHORT FINANCIALS PROSHARES. His purchase prices were between $38.94 and $64.88, with an estimated average price of $48. The impact to his portfolio due to this purchase was 0.49%. His holdings were 2,000,000 shares as of 06/30/2009.
ULTRASHORT FINANCIALS PROSHARES has a market cap of $9.2 million; its shares were traded at around $29.122 . The dividend yield of ULTRASHORT FINANCIALS PROSHARES stocks is 5.1%.
New Purchase: MARSHALL & ILSLEY CORP NEW COM (MI)
John Paulson initiated holdings in MARSHALL & ILSLEY CORP NEW COM. His purchase prices were between $4.78 and $9.8, with an estimated average price of $6.8. The impact to his portfolio due to this purchase was 0.34%. His holdings were 12,000,000 shares as of 06/30/2009.
Marshall & Ilsley Corp. is a diversified financial services corporation. The company has a large retail banking presence in Wisconsin with offices throughout the state. In addition M&I retail locations are located in Phoenix and Tucson Ariz.; Las Vegas Nev. and Naples Fla. M&I also provides trust and investment management equipment leasing data processing mortgage banking financial planning investments and insurance services from offices throughout the country and on the Internet. (Company Press Release) MARSHALL & ILSLEY CORP NEW COM has a market cap of $2.44 billion; its shares were traded at around $6.91 with and P/S ratio of 0.9. The dividend yield of MARSHALL & ILSLEY CORP NEW COM stocks is 0.6%.
New Purchase: CF Industries Holdings Inc. (CF)
John Paulson initiated holdings in CF Industries Holdings Inc.. His purchase prices were between $69.86 and $82.5, with an estimated average price of $76. The impact to his portfolio due to this purchase was 0.22%. His holdings were 500,000 shares as of 06/30/2009.
CF Industries Holdings Inc. is the holding company for the operations of CF Industries Inc. CF Industries Inc. is a major producer and distributor of nitrogen and phosphate fertilizer products. CF Industries operates world-scale nitrogen fertilizer plants in Louisiana and Alberta Canada; conducts phosphate mining and manufacturing operations in Central Florida; and distributes fertilizer products through a system of terminals warehouses and associated transportation equipment located primarily in the midwestern United States. CF Industries Holdings Inc. has a market cap of $3.99 billion; its shares were traded at around $82.43 with a P/E ratio of 6.4 and P/S ratio of 1. The dividend yield of CF Industries Holdings Inc. stocks is 0.5%.
New Purchase: Fifth Third Bancorp (FITB)
John Paulson initiated holdings in Fifth Third Bancorp. His purchase prices were between $3.57 and $8.48, with an estimated average price of $6.2. The impact to his portfolio due to this purchase was 0.21%. His holdings were 5,000,000 shares as of 06/30/2009.
Fifth Third Bancorp is a registered financial holding company and a multi-bank holding company. They engage primarily in commercial retail and trust banking data processing services investment advisory services and leasing activities. In addition the company provides credit lifeaccident health and mortgage insurance discount brokerage services andproperty management for its properties. Fifth Third Bancorp has a market cap of $5.91 billion; its shares were traded at around $10.24 with and P/S ratio of 0.7. The dividend yield of Fifth Third Bancorp stocks is 0.4%. Fifth Third Bancorp had an annual average earning growth of 8% over the past 10 years.
New Purchase: First Horizon National Corp. (FHN)
John Paulson initiated holdings in First Horizon National Corp.. His purchase prices were between $11.2 and $13.09, with an estimated average price of $12.2. The impact to his portfolio due to this purchase was 0.21%. His holdings were 3,000,000 shares as of 06/30/2009.
The First Horizon National family of companies provides financial services to individual and business customers through: First Horizon Home Loans FTN Financial First Tennessee Bank and First Horizon Merchant Services. First Horizon National Corp. has a market cap of $2.87 billion; its shares were traded at around $13.35 with and P/S ratio of 1.2. First Horizon National Corp. had an annual average earning growth of 1.4% over the past 10 years.
New Purchase: State Street Corp. (STT)
John Paulson initiated holdings in State Street Corp.. His purchase prices were between $34.1 and $48.32, with an estimated average price of $42. The impact to his portfolio due to this purchase was 0.19%. His holdings were 700,000 shares as of 06/30/2009.
State Street Corporation is the world's leading specialist in providing sophisticated global investors with investment servicing investment management investment research and trading services. Customers include mutual funds and other collective investment funds corporate and public pension funds corporations unions and not-for-profit organizations in and outside of the United States. State Street Corp. has a market cap of $25.26 billion; its shares were traded at around $51.97 with a P/E ratio of 11.6 and P/S ratio of 1.9. The dividend yield of State Street Corp. stocks is 0.1%. State Street Corp. had an annual average earning growth of 12.6% over the past 10 years. GuruFocus rated State Street Corp. the business predictability rank of 3-star.
New Purchase: SunTrust Banks Inc. (STI)
John Paulson initiated holdings in SunTrust Banks Inc.. His purchase prices were between $13.17 and $20.61, with an estimated average price of $15.8. The impact to his portfolio due to this purchase was 0.14%. His holdings were 1,500,000 shares as of 06/30/2009.
SunTrust Banks Inc. is a commercial banking organization. The company provides a wide range of services to meet the financial needs of its growing customer base in Alabama Florida Georgia Maryland Tennessee Virginia and the District of Columbia. Its primary businesses include traditional deposit and credit services as well as trust and investment services. (Company Press Release) SunTrust Banks Inc. has a market cap of $7.16 billion; its shares were traded at around $20.06 with and P/S ratio of 0.7. The dividend yield of SunTrust Banks Inc. stocks is 1.9%. SunTrust Banks Inc. had an annual average earning growth of 2.3% over the past 10 years.
New Purchase: Centex Corp. (CTX)
John Paulson initiated holdings in Centex Corp.. His purchase prices were between $8.43 and $11.5, with an estimated average price of $9.5. The impact to his portfolio due to this purchase was 0.06%. His holdings were 1,256,400 shares as of 06/30/2009.
Centex Corporation is the nation's premier company in building and related services: Home Building Home Services Financial Services Contracting and Construction Services Construction Products and Investment Real Estate. Centex Corp. has a market cap of $1.56 billion; its shares were traded at around $12.56 with and P/S ratio of 0.4.
New Purchase: Kimco Realty Corp. (KIM)
John Paulson initiated holdings in Kimco Realty Corp.. His purchase prices were between $9.91 and $12.33, with an estimated average price of $11. The impact to his portfolio due to this purchase was 0.01%. His holdings were 217,259 shares as of 06/30/2009.
Kimco Realty Corp. together with its subsidiaries is a self-administered real estate investment trust and is one of the nation's largest owners and operators of neighborhood and community shopping centers. The company's portfolio of property interests includes neighborhood and community shopping center properties regional malls retail store leases parcels of undeveloped land and projects under development. Kimco Realty Corp. has a market cap of $4.34 billion; its shares were traded at around $11.54 with a P/E ratio of 8 and P/S ratio of 5.8. The dividend yield of Kimco Realty Corp. stocks is 2.1%. Kimco Realty Corp. had an annual average earning growth of 1.6% over the past 10 years.
Reduced: MARKET VECTORS - GOLD MINERS ETF (GDX)
John Paulson reduced to his holdings in MARKET VECTORS - GOLD MINERS ETF by 65.32%. His sale prices were between $30.97 and $44.16, with an estimated average price of $37.6. The impact to his portfolio due to this sale was -0.86%. John Paulson still held 6,000,000 shares as of 06/30/2009.
MARKET VECTORS - GOLD MINERS ETF has a market cap of $465.6 million; its shares were traded at around $38.79 . The dividend yield of MARKET VECTORS - GOLD MINERS ETF stocks is 7.9%.
Sold Out: BROCADE COMMUNICATIONS SYSTEMS, INC. (BRCD)
John Paulson sold out his holdings in BROCADE COMMUNICATIONS SYSTEMS, INC.. His sale prices were between $4.61 and $7.8, with an estimated average price of $6.4. The impact to his portfolio due to this sale was less than 0.01%.
Brocade Communications Systems Inc. delivers industry-leading platforms solutions and services for intelligently connecting managing and optimizing IT resources in shared storage environments. The world's premier systems server and storage providers offer the Brocade SilkWorm family of Storage Area Network connectivity platforms as the foundation for shared storage in organizations of all sizes. In addition the Brocade Tapestry family of IT infrastructure solutions extends the ability to proactively manage and optimize application and information resources across the enterprise. Using Brocade solutions organizations are better positioned to reduce cost manage complexity and satisfy business compliance requirements through optimized use and management of their IT resources. BROCADE COMMUNICATIONS SYSTEMS, INC. has a market cap of $3.27 billion; its shares were traded at around $8.21 with a P/E ratio of 16.4 and P/S ratio of 2.3.
Sold Out: St. Jude Medical Inc. (STJ)
John Paulson sold out his holdings in St. Jude Medical Inc.. His sale prices were between $33.17 and $41.67, with an estimated average price of $37.3. The impact to his portfolio due to this sale was less than 0.01%.
St. Jude Medical Inc. is dedicated to making life better for cardiac neurological and chronic pain patients worldwide through excellence in medical device technology and services. The Company has five major focus areas that include cardiac rhythm management atrial fibrillation cardiac surgery cardiology and neuromodulation. St. Jude Medical Inc. has a market cap of $13.23 billion; its shares were traded at around $38.2 with a P/E ratio of 16.2 and P/S ratio of 3. St. Jude Medical Inc. had an annual average earning growth of 19.5% over the past 10 years. GuruFocus rated St. Jude Medical Inc. the business predictability rank of 4.5-star.
Sold Out: Affiliated Computer Services Inc. (ACS)
John Paulson sold out his holdings in Affiliated Computer Services Inc.. His sale prices were between $44.5 and $50.83, with an estimated average price of $46.5. The impact to his portfolio due to this sale was less than 0.01%.
Affiliated Computer Services Inc. provides a full range of information technology services to clients which have time-critical transaction-intensive information processing needs. Services include technology outsourcing business process outsourcing and systems integration services. ACS a Fortune 1000 company with more than 40000 people supporting operations in 54 countries provides business process and information technology outsourcing solutions to world-class commercial and government clients. Affiliated Computer Services Inc. has a market cap of $4.44 billion; its shares were traded at around $45.54 with a P/E ratio of 12.4 and P/S ratio of 0.7. Affiliated Computer Services Inc. had an annual average earning growth of 13.4% over the past 10 years. GuruFocus rated Affiliated Computer Services Inc. the business predictability rank of 2.5-star.
