CVS Corp. (CVS)

All Comments on CVS

  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    WorldBeta
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
     Reply
  • commenter
    User 164258
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter     Reply
  • commenter
    Jake2
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Eric Fox
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    nickgogerty
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    mrbill for V
    Aug 19 12:35 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    ALERT: USER 172125 is V WINNER Reply
  • commenter
    Daniel
    Jacome
    Aug 18 01:33 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    keep up the good work Reply
  • commenter
    User 172125
    Aug 17 04:52 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    dfjldjfl Reply
  • commenter
    marketfolly
    Aug 15 10:09 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    edward lord clarendon.

    hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.

    kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs.     Reply
  • commenter
    T B
    Aug 15 08:35 AM
    Hedge Fund Tracking: Tremblant Capital [view article]
    Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. Reply
  • commenter
    User 172125
    Aug 14 11:20 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.

    Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

    Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

    Interesting posts- and great link setup.......

    Reply
  • commenter
    marcopolodec
    uba
    Aug 13 07:25 PM
    My Website
    Ackman Scores Big on Longs Drug Stores [view article]
    walgreens is buying RITE AID Reply
  • commenter
    User 220330
    Aug 13 01:59 PM
    Ackman Scores Big on Longs Drug Stores [view article]
    This reeks of insider trading. I will be shocked if the SEC doesn't investigate. Reply
  • commenter
    kkin365
    Aug 13 09:16 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Suggest you add crude oil price at the time of your posting your daily news. You have provided a most valuable service. Reply

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