John Paulson is the President and Portfolio Manager of Paulson & Co. The guru became a guru by short-selling subprime mortgages in 2007, but is most known for his stance on gold.
During the third quarter the guru bought 8 new stocks bringing his portfolio to 87 stocks valued at over $15.516 billion, up from $14.4 billion last quarter. .
SPDR Gold Trust (ETF) (GLD)
Paulson�� largest position is in the SPDR Gold Trust where he maintains 31,500,000 shares. The guru�� holdings make up for 8.5% of his total portfolio as well as for 2.29% of SPDR Gold Trust�� shares outstanding.
The guru did not alter his holdings in the SPDR Gold Trust over the past quarter. During the second quarter of 2013 the guru sold over 11.5 million shares of the trust.
Paulson�� holding history:
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The SPDR Gold Trust is a part of the SPDR family of exchange-traded funds managed and marketed by State Street Global Advisors. SPDR Gold Shares is the largest physically backed gold exchange traded fund in the world.
Top 10 Defensive Stocks To Invest In Right Now: Windstream Corporation(WIN)
Windstream Corporation provides communications and technology solutions in the United States. The company offers various solutions, including IP-based voice and data services, multiprotocol label switching (MPLS) networking, data center and managed services, hosting services, and communications systems to businesses and government agencies. It also provides high-speed Internet, voice, and digital television services to residential customers primarily located in rural areas. The company?s data services include data center and managed hosting, MPLS networking, and dedicated access, as well as high-speed Internet to business customers; integrated solutions consist of multiple voice and data services delivered over an IP connection; voice services comprise local and long distance, call waiting, caller identification, and voicemail; and special access services include point-to-point switching arrangements for voice and data traffic. In addition, it provides wholesale services, which primarily include voice and data services on a wholesale basis to other carriers; usage sensitive services to long distance companies; and other local exchange carriers for access to the network in connection with the completion of long-distance calls, as well as reciprocal compensation received from wireless and other local connecting carriers for the use of its facilities. As of June 30, 2011, the company served approximately 3.3 million access lines, 1.3 million high-speed Internet customers, and operated approximately 60,000 fiber route miles. Windstream Corporation is based in Little Rock, Arkansas.
Advisors' Opinion:- [By Anders Bylund]
Windstream Holdings (NASDAQ: WIN ) reported second-quarter results on Thursday morning. The regional telecom and business-focused data services specialist saw sales fall 2% year over year, landing at $1.47 billion. Windstream grew its list of enterprise customers by 3%, while all other divisions reported annual subscriber shrinkage.
Top Up And Coming Stocks To Invest In 2014: Micron Technology Inc.(MU)
Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still c ameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.
Advisors' Opinion:- [By Monica Gerson]
Analysts are expecting Micron Technology (NASDAQ: MU) to have earned $0.25 per share on revenue of $2.71 billion in the fourth quarter. Micron shares rose 1.10% to $18.35 in after-hours trading.
Top Up And Coming Stocks To Invest In 2014: Momenta Pharmaceuticals Inc.(MNTA)
Momenta Pharmaceuticals, Inc., a biotechnology company, specializes in the characterization and process engineering of complex molecules. These complex molecules include proteins; polypeptides; and cell surface polysaccharides, such as heparan-sulfate proteoglycans (HSPGs). The company applies its technology for the development and commercialization of generic versions of complex drug products, as well as for the discovery and development of novel drugs. It offers Enoxaparin sodium injection, a generic version of Lovenox to prevent and treat deep vein thrombosis, and to support the treatment of acute coronary syndromes. The company?s products also include M356, an abbreviated new drug application under FDA review, is a generic version of Copaxone for the reduction of the frequency of relapses in patients with relapse-remitting multiple sclerosis; M118, which completed a Phase IIa clinical trial as an anticoagulant for acute coronary syndromes; and M402, a novel HSPG-based product candidate that is in preclinical development as a potential anti-cancer agent. It has collaboration agreements with Sandoz AG and Sandoz Inc. to develop and commercialize Enoxaparin sodium injection. The company was formerly known as Mimeon, Inc. and changed its name to Momenta Pharmaceuticals, Inc. in September 2002. Momenta Pharmaceuticals, Inc. was founded in 2001 and is based in Cambridge, Massachusetts.
Advisors' Opinion:- [By James Brumley]
Just bear in mind this is largely an all-or-nothing bet on the drug, though PRAN stock could rally nicely leading up to its D-Day approval.
Momenta Pharmaceuticals (MNTA)Like Sagent Pharmaceuticals, Momenta Pharmaceuticals (MNTA) is a generic drugmaker. And also like Sagent, priced at $16.14 per share, MNTA stock is easily put into the cheap stocks category.
Top Up And Coming Stocks To Invest In 2014: Rutter Inc (RUT)
Rutter Inc. (Rutter) focuses on providing technologies and manufacturing solutions. The Company supplies technologies to improve efficiency and safety in the marine, defense, transportation, oil and gas sectors. The Company produces and globally markets enhanced radar systems, including oil spill detection, ice navigator, small target detection and wave-monitoring systems. The Company also offers a full range of outsource manufacturing services including: product engineering and design; materials management; manufacturing; sub-assembly; systems integration; project management; testing; logistics and documentation and provides full cycle customer support for all Company products and selected third party components/products that it manufactures under contract. Rutter�� sigma S6 radar signal processing products are designed to enable end users to detect and track objects which would not be visible with conventional radar equipment only. Advisors' Opinion:- [By William L. Watts]
The first day of trading for Farmland (FPI) , which plans to get taxed as a real-estate investment trust, was hardly frothy. The stock ended at $12.98, down $1.02, or 7.3% below its $14 offering price. The broader market dropped sharply, sending the Russell 2000 (RUT) �down 1.4%, though some IPOs surged.
- [By Wallace Witkowski]
Once again, the Dow Jones Industrial Average (DJIA) �and the S&P 500 Index (SPX) �finished the week at record closing highs and the Russell 2000 Index (RUT) �finally broke back into a gain on the year.
- [By Anora Mahmudova]
The Russell 2000 (RUT) index of small stocks closed 11 points, or 1%, lower at 1,097.43.
- [By Victor Reklaitis]
Meanwhile, the Russell 2000 index (RUT) , a gauge of small-cap stocks, was up 20.88 points, or 1.9%, at 1,099.97. Some eyebrows were raised Wednesday when the Russell diverged, ending lower as the S&P 500 gained ground. The Russell, however, outpaced the S&P 500 on Friday, though it still slightly underperformed for the week, gaining 0.4%.
Top Up And Coming Stocks To Invest In 2014: Nordstrom Inc.(JWN)
Nordstrom, Inc., a fashion specialty retailer, offers apparel, shoes, cosmetics, and accessories for women, men, and children in the United States. It offers a selection of brand name and private label merchandise. The company sells its products through various channels, including Nordstrom full-line stores, off-price Nordstrom Rack stores, Jeffrey? boutiques, treasure & bond, and Last Chance clearance stores; and its online store, nordstrom.com, as well as through catalog. Nordstrom also provides a private label card, two Nordstrom VISA credit cards, and a debit card for Nordstrom purchases. The company?s credit and debit cards feature a shopping-based loyalty program. As of September 30, 2011, it operated 222 stores, including 117 full-line stores, 101 Nordstrom Racks, 2 Jeffrey boutiques, 1 treasure & bond store, and 1 clearance store in 30 states. The company was founded in 1901 and is based in Seattle, Washington.
Advisors' Opinion:- [By Ben Levisohn]
[Sears Canada is also] seeing or about to see a wave of fresh competition from Wal-Mart Stores (WMT) and Target’s (TGT) recent northern expansions to Nordstrom’s (JWN) upcoming launch. The company still operates 24.8 million square feet of retail space, but only 14 full-line department stores are company-owned and as we mentioned above, much of the best real estate has been sold. Yes, Sears Canada has a net cash position, but we expect Sears Holdings to take as much cash as they can beforehand in the event of any sale or spin-off.
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