Steve Cohen is the founder of SAC Capital Advisors, a Stamford, Connecticut,-based hedge fund managing ~$14 billion in assets. The firm has posted an enviable 30% average annual return for investors from 1992-2010.

His top tech picks are particularly interesting. His top five tech picks (see table below) have returned 32% on average versus Nasdaq's 16% YTD gains. The following is a list of five tech stocks in which SAC Capital has significant holdings. I believe Baidu and Google are good growth stories available at reasonable valuations, while eBay is a good turnaround bet. However, I am a bit skeptical about Apple's prospects after the recent rally and have a neutral rating on the stock. I also don't like LinkedIn because of its high valuations and increasing competition from Branchout. Hence I will avoid it.

Warren Buffett is a long term investor and his ideal holding period is "forever." So, when he completely exits his investment in a company it is worth examining if something is fundamentally awry with that company.

Buffett completely exited Exxon Mobil (XOM) in Q4 2011 and so far he has been proven right. Exxon has lost 1% year to date, significantly underperforming the S&P 500's 10% gains despite rising oil prices. In this article, I am presenting my analysis on Exxon. I am bearish on the stock because of its high valuations, exposure to natural gas and modest production growth profile. Investors should consider exiting Exxon as there is a possibility that it might not be able to sustain its premium valuations versus its peers and its PE multiple may contract causing it to underperform the broader oil and gas sector.

For Warren Buffett valuation is the

Fisher Investments is a Woodside, California-based investment advisory firm founded by billionaire Kenneth Fisher. Fisher Investments manages $33 billion worth of equity assets, primarily adhering to a value-oriented approach, managing U.S., international and global portfolios.

The following is a list of five tech stocks (see table below) in which Fisher Investments has significant holdings. I believe Baidu and EMC are good growth stories, while Intel and IBM offer the Growth at Reasonable Price (GARP) proposition. Amazon has the highest PE among these stocks and appears overvalued. Hence I will avoid it.

Source: 13F filing

My favorite stock in the above list is Baidu. Baidu is the market leader in the Chinese Internet search market, with an 80% market share.

Goldman Sachs (GS) group manages over $100 billion in equities, primarily through its asset management subsidiary, Goldman Sachs Asset Management. The following is a list of top low PE stocks which Goldman Sachs is holding, according its latest 13F filing with SEC.

I beleive Devon Energy, Chevron, Merck and Microsoft are good long candidates among above stocks. However, I would avoid Exxon.

Devon Energy Corporation (DVN), together with its subsidiaries, engages in the acquisition, exploration, development and production of natural gas and oil in the United States and Canada. After asset sales and divestures last year, DVN has positioned itself as a pure play North American on-shore oil and natural liquid

Tudor Investment Corporation is a hedge fund management firm founded by Paul T. Jones II. The firm manages the Tudor series of hedge funds. The following is a list of five top holdings of Tudor Investment Corp. which I believe are good long candidates.

Source: 13F filing

Below, I detail company-specific discussions on each of the stocks:

Virgin Media Inc. is the U.K.'s largest cable operator with 'quad-play' service offerings in TV, phone, broadband and mobile. It has a 4.8 million customer base. Future subscriber trends in the UK seem to be healthier than they appear. Triple and quad-play churn has decreased and gross adds are improving. It is expected that a TiVo rollout will drive ARPU and margins growth

David Einhorn is the Founder and President of Greenlight Capital - a value-oriented investment advisor. The firm manages the Greenlight Capital series of hedge funds and the assets of a reinsurance company, Greenlight Capital Re, Ltd. The firm has offices in New York and London.

Greenlight Capital is a value-oriented investment manager and buys securities trading materially lower than their intrinsic values. The firm employs a bottom-up approach emphasizing fundamental analysis, aiming to achieve high absolute rates of return, while minimizing the risk of capital loss. In this article, I take a closer look at five top technology stocks (see table below) that Green light capital is holding, according to its latest 13F filing with SEC.

Fisher Investments is a Woodside, California-based investment advisory firm founded by billionaire Kenneth Fisher. Fisher Investments manages $33 billion worth of equity assets, primarily adhering to a value-oriented approach, managing U.S., international and global portfolios.

In this article, I take a closer look at the five tech stocks (see table below) in which Fisher Investments has significant holdings. I believe Baidu and EMC are good growth stories, while Intel and IBM offer the Growth at Reasonable Price (GARP) proposition. Amazon has the highest PE among these stocks and appears overvalued. Hence I will avoid it.

Source: 13F filing

Below, I detail company-specific discussions on each of the stocks:

Baidu is the market leader in the Chinese Internet search

2012 has seen one of the best start for the stock markets in the last several years. The rally is lead by tech stocks with NASDAQ gaining 18% YTD versus 12% gains of S&P500 and 8% gains of the Dow Jones industrial average. For investors who are skeptical of chasing technology stocks after the recent run up, I have examined five large cap technology stocks (see table below) which have missed the 2012 rally. Amongst these stocks, Groupon (GRPN), Google (GOOG) and Vodafone (VOD) are expected to grow at a healthy rate and presents good investment opportunity. However, Hewlett-Packard (HPQ) and Research in Motion (RIMM) don't look good because of their declining business.

Below, I detail company-specific discussions on

Fidelity Management & Research Company is an investment management subsidiary of FMR LLC. The firm caters to investment companies and institutional clients and manages over $600 billion in equity assets. The firm primarily invests following the Growth at Reasonable Price (GARP) approach.

I discussed Fidelity's Top Buys in a previous article. In addition, it is interesting to look at top stocks in which Fidelity is selling its holdings and booking profits. The following is a list of some of the top sells of Fidelity Management & Research Company from the last quarter.

Source: 13F filing

Below, I detail company-specific discussions and my opinion on each of the stocks:

Dell Inc. has garnered a lot of investor attention off late.

Fidelity Management & Research Company is an investment management subsidiary of FMR LLC. The firm caters to investment companies and institutional clients and manages over $600 billion in equity assets. The firm primarily invests following Growth at Reasonable Price (GARP) approach.

The following is a list of some of the Fidelity's Top Buys from the last quarter, as released in its latest recent 13F filing with SEC.

I like JP Morgan, Wal-Mart and Abbott among the above stocks as they are available at low valuations and have reasonable growth prospects. However, I would like to avoid McDonald's and Procter & Gamble.

JPMorgan Chase is a stable bank with strong capital position, business mix diversity and

BP Capital Management is a private investment firm focused on investments in energy futures and stocks of public companies in various energy sectors. The firm was founded by T. Boone Pickens. Mr. Boone Pickens has vast experience in the oil & gas business. He was the founder of Mesa Petroleum in its various forms, beginning in 1956. Mr. Pickens' career at Mesa spanned four decades. Under his leadership, Mesa grew to become one of the largest and best-known independent exploration and production companies in the U.S.

The following is a list of some of the top stocks that BP Capital is holding, according to its latest 13F filing with SEC.

I am bullish on oil stocks in general, primarily due

The following is a list of five technology stocks which have significantly outperformed the broader markets year to date in 2012. Compared to nasdaq's 18% gain since the beginning of this year, all of these stocks have returned north of 35%.

I believe EMC Corporation and Micron Technology have further upside potential among above stocks. However, I would recommend booking profits on Apple.

EMC Corporation has strong fundamentals and it reported impressive profitability across all its business segments in the last quarter. Going forward, IT spending by various companies is expected to be a primary growth driver for EMC. For 2012, EMC is expecting a modest 3-4% yearly growth in IT budgets. I believe this guidance is conservative given the

Wellington Management Company, LLP is an investment advisory and hedge fund firm managing over $300bn in equity assets. The firm manages Hartford series of funds in addition to other funds. The following is a list of some of its top buys from the last quarter, as released in its most recent 13F filing with the SEC.

I like Sirius XM, Cisco, Merck and ArcelorMittal among above stocks. However, I am not too positive on Boston Scientific and would recommend avoiding it.

Sirius XM Radio Inc. is an excellent secular growth story for the next several years. Key drivers for its subscriber growth include improving new car sales and growth in the base of used cars with satellite

I take a closer look at five top stocks (see table below) in which Morgan Stanley increased its positions in the last quarter. I believe Microsoft, Cisco, Applied Materials and Ebay are good long candidates among the stocks. They are available at low PEs, and have reasonable growth prospects going forward. LinkedIn, on the other hand, has a very high PE and is likely to face a significant competition from Branchout going forward. Hence, I would like to avoid LinkedIn.

Source: 13F filing

Below, I detail company-specific discussions on each of the stocks:

Microsoft Corp.

Microsoft Corp. has seen a positive breakout on the upside from its last two-year trading range. It is currently trading at a forward P/E

The following is a list of top stocks in which Goldman Sachs (GS) is increasing its positions, according its latest 13F filing with SEC.

Pfizer Inc (PFE) is a research-based, global biopharmaceutical company. Pfizer's stock price has seen a good 20% appreciation in the last six months, and I expect it to continue its upward trend going forward. I am bullish on Pfizer because of the management's commitment to enhancing shareholder value through dividend and buybacks, as also due to the company's improving product pipeline. Pfizer increased its quarterly dividend by 10% to $0.22, from $0.20, in Q4, and authorized an additional $10 billion share repurchase program with $5 billion in repo expected for 2012.

Pfizer is likely

The following is a list of some of the top holdings of Bill & Melinda Gates foundation with good dividend yields.

Company Name	Ticker	Shares Held - 12/31/2011	Dividend Yield	Payout Ratio
Wal-Mart Stores, Inc	WMT	9,753,000	2.60%	32.00%
Coca-Cola Company	KO	11,682,000	2.90%	51.00%
BP Plc	BP	7,133,000	4.10%	21.00%
Exxon Mobil Corporation	XOM	7,643,858	2.20%	22.00%
McDonald's Corporation	MCD	9,872,500	2.90%	48.00%

Source: 13F filing

I like Wal-Mart, Coca-Cola and BP Plc among above stocks. However, I would like to avoid Exxon Mobil and McDonald's.

Wal-Mart is world's largest retailer. I am bullish on the company as I see good chances of same store sales acceleration going forward. WMT began adding back SKUs and stepping up price investment in mid-2010. Most of these changes are now bearing fruits. Last quarter, Wal-Mart saw positive comparable store sales for the first time since 2009. Going forward, I see a

The following is a list of some of the Warren Buffett's top holdings with good dividend yield.

Company Name	Ticker	Shares Held - 12/31/2011	Dividend Yield	Payout Ratio
Kraft Foods Inc	KFT	87,034,713	3.00%	58.00%
Intel Corporation	INTC	11,495,000	3.10%	33.00%
Johnson & Johnson	JNJ	29,018,127	3.50%	64.00%
Procter & Gamble Company	PG	76,766,036	3.10%	60.00%
General Dynamics Corporation	GD	3,877,122	2.80%	27.00%

Source: 13F filing

I like Kraft Foods, Intel and Johnson & Johnson among the above stocks. However, I would recommend avoiding Proctor & Gamble and General Dynamics.

Kraft Foods is my favorite stock in the above list. Kraft manufactures and markets packaged food products, including biscuits, confectionery, beverages, cheese, convenient meals and various packaged grocery products. Kraft is trading at a forward PE of 15x. Its EPS forecast for the current year is 2.28 and next year is 2.52. According to the consensus estimates, Kraft's top

Bank of America Corporation Corp. (BAC) is an American multinational bank and financial holding company. Its Global Wealth and Investment Management division is one of the top ten largest U.S. wealth managers, with over $500 billion in assets.

I discussed Bank of America's Top Buys in a previous article. In addition, it is interesting to look at top stocks in which Bank of America is selling its holdings and booking profits. The following is a list of some of its top sells from the last quarter, according to its latest 13Ffiling.

I am bearish on AT&T, Boston Scientific and Comcast Corporation among above stocks while I have a neutral rating on Apple and Bristol Myers Squibb.

Boston

Soros Fund Management LLC is one of the most successful and high-profile funds, managed by billionaire hedge fund manager George Soros, who returned an average of 30.5% per year between 1969 and 2000. More recently in 2007, 2008 and 2009, his fund generated a 32%, 8% and 29% return respectively for investors.

I discussed George Soros' Top Buys in a previous article. In addition, it is interesting to look at top stocks in which Soros Fund Management is selling its holdings and booking profits. The following is a list of some of the top sells of Soros Fund Management's from the last quarter.

Source: 13F filing

I am bearish on Hewlett-Packard (HPQ) and Amazon (AMZN) among above stocks.

Hewlett Packard

JP Morgan Chase and Co. (JPM) manages ~ $200 bn in equity assets, primarily through its asset management subsidiary, JP Morgan Asset Management. I discussed JP Morgan's Top Buys in a previous article. In addition, it is interesting to look at top stocks in which JP Morgan is selling its holdings and booking profits. The following is a list of its top sells from the last quarter:

Source: 13F filing

I believe Hewlett Packard and Williams Companies are good sells among the above stock. However, I don't agree with JP Morgan on Taiwan Semiconductor, Abbott, and Johnson & Johnson.

Hewlett Packard is an American multinational that provides products, technologies, software solutions and services to individual consumers and