Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

John Vincent

View John Vincent's StockTalks BY TICKER:
  • John Vincent
    Chuck Akre more than doubled Apple ($AAPL) stake & increased Directv($DTV) by 60%. Also added $NS. Details @ http://bit.ly/10dSJKV
    May 20, 2:04 AM
    Reply
      • John Vincent
        David Tepper of Appaloosa reduced $AAPL & $AIG. Also added $CMCSA and eliminated $ORCL & $NE. Details @ http://bit.ly/160w50v
        May 20, 12:45 AM
        Reply
          • John Vincent
            Francis Chou reduced Goldman Sachs ($GS) & Sprint Nextel ($S) positions substantially this quarter. Details @ http://bit.ly/12jKRZC
            May 18, 11:36 AM
            Reply
              • John Vincent
                David Winters reduced Altria ($MO) while increasing Philip Morris ($PM) & Reynolds American ($RAI). Details @ http://bit.ly/Z3sUly
                May 18, 11:11 AM
                Reply
                  • John Vincent
                    Lou Simpson's SQ Advisors added to Directv ($DTV), Oracle ($ORCL), and Moody's ($MCO) this quarter. Details @ http://bit.ly/16FHn9O
                    May 18, 7:25 AM
                    Reply
                      • John Vincent
                        John Paulson added Family Dollar ($FDO) & increased Sprint ($S) stake. Also added $HES, $GNW, $IOC, $RDN.See http://bit.ly/15Vyeud
                        May 18, 5:43 AM
                        Reply (2)
                        • MSF INVESTMENTS: Sprint is his largest holdings in a company over 8 percent.
                          May 19, 8:05 AM
                        • MSF INVESTMENTS: 80 percent, sorry.
                          May 21, 8:15 AM
                          • John Vincent
                            Carl Icahn increased $RIG stake to 6.18% & started new positions in $HLF, $CVRR, $DELL, and $NUAN. Details @ http://bit.ly/14A8JKi
                            May 18, 4:00 AM
                            Reply (2)
                            • Ocean Man: Technically, CVRR was a spinoff from something he already owned.
                              May 19, 10:29 AM
                            • John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
                              May 21, 8:28 AM
                              • John Vincent
                                Brave Warrior's Glenn Greenberg doubled $ESRX while eliminating $ADBE & $MSI. Also reduced $GOOG. Details @ http://bit.ly/14eZEae
                                May 18, 2:35 AM
                                Reply
                                  • John Vincent
                                    Wilbur Ross of Invesco eliminated Air Lease ($AL) & reduced BankUnited ($BKU) by 40% this quarter. Details @ http://bit.ly/187jc1Y
                                    May 18, 1:08 AM
                                    Reply
                                      • John Vincent
                                        Stanley Druckenmiller of Duquesne established a huge stake in Gold($GLD) in Q1 2013. Also added to $DAL. See http://bit.ly/17tvx2I
                                        May 15, 4:43 AM
                                        Reply
                                          • John Vincent
                                            Prem Watsa of Fairfax ($FRFHF) eliminated a 2.74% Frontier Communications ($FTR) stake in Q1 2013. See http://bit.ly/100jySF
                                            May 15, 4:38 AM
                                            Reply
                                              • John Vincent
                                                Yale's David Swensen further trimmed his 13F long portfolio in Q1 2013. Palo Alto Networks ($PANW) added. See http://bit.ly/17tu5NF
                                                May 15, 4:34 AM
                                                Reply
                                                  • John Vincent
                                                    Mohnish Pabrai reduced Citigroup ($C) & Goldman Sachs ($GS) substantially in Q1 2013. See http://seekingalpha.com/a/updx
                                                    May 14, 7:38 AM
                                                    Reply
                                                      • John Vincent
                                                        Robert Karr of Joho Capital added large Baidu($BIDU 13.68%) & Micron($MU 9.44%) positions in Q1 2013. See http://bit.ly/17ottZN
                                                        May 14, 3:21 AM
                                                        Reply
                                                          • John Vincent
                                                            Lou Simpson of SQ Advisors established 5% stake in Moody's($MCO) & increased Oracle ($ORCL) stake to 8.5%. See http://bit.ly/ZbQWEI
                                                            Mar 5, 1:37 AM
                                                            Reply
                                                              • John Vincent
                                                                Appaloosa's David Tepper increased Apple ($AAPL) by 80% and Qualcomm ($QCOM) by 20% this quarter. See http://bit.ly/VxJ7wH
                                                                Mar 5, 12:19 AM
                                                                Reply (3)
                                                              • View all 3 replies
                                                                • dividend_growth: He is deep underwater now
                                                                  Mar 5, 12:48 AM
                                                                • John Vincent: Yes, most of his purchases were in Q12012 & Q42012. $AAPL traded in the $420 to $635 and $510 to $670 price ranges in those two quarters.
                                                                  Mar 5, 1:30 AM
                                                                  • John Vincent
                                                                    Stanley Druckenmiller (Duquesne) added US Airways($LCC) & Southern Company($SO) while adding to Merck($MRK): http://bit.ly/Y9NlpH
                                                                    Mar 4, 11:53 PM
                                                                    Reply
                                                                      • John Vincent
                                                                        Francis Chou of Chou Associates added MBIA Inc. ($MBI) while reducing Sprint Nextel ($S) by one-third. See http://bit.ly/Y9M81Q
                                                                        Mar 4, 11:33 PM
                                                                        Reply
                                                                          • John Vincent
                                                                            David Winters of Wintergreen Advisors increased Coca Cola ($KO) to an almost 10% position this quarter. See http://bit.ly/VxtEfO
                                                                            Mar 4, 11:11 PM
                                                                            Reply
                                                                              • John Vincent
                                                                                John Paulson added Plains Expl. ($PXP) & Realogy ($RLGY) while reducing Anglo Ashanti Gold ($AU) & $DLPH See http://bit.ly/163wqwC
                                                                                Mar 4, 12:06 PM
                                                                                Reply (2)
                                                                                • John Vincent: Will have to wait and see. In 2012, the US long portfolio performed well but the problem was bets that European debt crisis would worsen.
                                                                                  Mar 5, 12:35 AM
                                                                                • Deborah Weir: His credit fund is doing well.
                                                                                  May 1, 9:28 AM