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Hedge fund manager John Paulson discloses portfolio updates: a new 66.7M share position in...

Hedge fund manager John Paulson discloses portfolio updates: a new 66.7M share position in Popular (BPOP), a new 43.7M stake in American Capital (ACAS); new 5M-10M positions in ME, GGP, BEE, PMI, SY, TLCR and MNI; plus large additions in HIG and MYL. (largest holdings)
Comments (3)
  • Winston Smith of Oceania
    , contributor
    Comments (84) | Send Message
     
    yeah but...what are his short positions?
    17 Aug 2010, 10:55 AM Reply Like
  • Stone Fox Capital
    , contributor
    Comments (5587) | Send Message
     
    HIG trades at half of book value so that was a smart move.
    17 Aug 2010, 10:57 AM Reply Like
  • Tack
    , contributor
    Comments (12442) | Send Message
     
    A really nice play on HIG is HIG-A, which is a mandatory convertible (2013) that also offers a nice 8.2% yield, presently. This offers current yield income and the opportunity to play an HIG upside, too.
    17 Aug 2010, 11:06 AM Reply Like
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