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  • 30 Stocks Worth Investigating for 2009 [View article]
    thanks for compiling this all into one comprehensive list, very helpful! one name stuck out to me in particular, Lorillard (LO). This one has seen massive hedge fund buying over the past few quarters. We've covered their hedge fund portfolio movements and have noted that many of these value oriented funds have picked up shares of LO including:

    Chase Coleman's Tiger Global: www.marketfolly.com/20...

    Daniel Loeb's Third Point: www.marketfolly.com/20...

    plenty more have picked it up, just search "LO" in the search bar on our blog, it really is astonishing how many prominent funds have picked up shares.
    Jan 07 13:00 pm |Rating: +2 -1 |Link to Comment
  • Recessionary Equity Strategies: Having It All [View article]
    got to be hedged no matter what if you're going long. i have been saying go long "cheap" consumer names for a few months now, for a trading down effect as consumers trade down to cheaper alternatives. here are the beneficiaries: www.marketfolly.com/20...

    and then some short ideas to complement: www.marketfolly.com/20...
    Nov 10 10:02 am |Rating: 0 0 |Link to Comment
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