BALTIMORE (Stockpickr) -- The stocks the "smart money" loves right now just may surprise you.
Professional investors have spent most of 2013 playing catch-up with the broad market indices. By and large, they were too slow to click "buy" when the rally kicked off last November, and they were too quick to hit "sell" when stocks temporarily corrected in June. As the S&P 500 hits its head on new all-time highs again this week, that's putting scores of fund managers in buy mode as we round the corner to August.
And a handful of their favorite names may come as a surprise. After all, for an industry that's focused on consumer-driven blue chips for most of the year, any move to out-of-favor tickers says a lot about portfolio managers' priorities. So today, we'll take a closer look atfive of their favorite surprise stocks.
To do that, we're focusing on 13F filings. Institutional investors with more than $100 million in assets are required to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F.
Top Warren Buffett Companies To Watch In Right Now: Visa Inc.(V)
Visa Inc., a payments technology company, engages in the operation of retail electronic payments network worldwide. It facilitates commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses, and government entities. The company owns and operates VisaNet, a global processing platform that provides transaction processing services. It also offers a range of payments platforms, which enable credit, charge, deferred debit, debit, and prepaid payments, as well as cash access for consumers, businesses, and government entities. The company provides its payment platforms under the Visa, Visa Electron, PLUS, and Interlink brand names. In addition, it offers value-added services, including risk management, issuer processing, loyalty, dispute management, value-added information, and CyberSource-branded services. The company is headquartered in San Francisco, California.
Advisors' Opinion:- [By Jay Jenkins]
For the technology to really go mainstream, it needs consumer-side products to support it (cue�Square and PayPal�(subsidiary of eBay (NASDAQ: EBAY ) ), it needs infrastructure to transmit the data (looking at you,�MasterCard (NYSE: MA ) and Visa (NYSE: V ) ), and it needs vendor-side hardware to close the loop (uh, hmm...�VeriFone (NYSE: PAY ) ).
- [By Matt Thalman]
Before we get to the Dow's biggest losers of the week, let's review its top performer. Visa (NYSE: V ) gained 4.99% this past week, following a big gain on Friday after American Express reported better-than-expected results for the fourth quarter and a massive increase in customer spending. If the same spending trend holds true for Visa, it should see a huge boost in revenue and, more importantly, profits when it reports earnings on Jan. 30. �
- [By MONEYMORNING.COM]
That total would outpace the largest U.S. IPO to date, Visa Inc. (NYSE: V), which raised $19.65 billion when it hit the market on March 13, 2008. General Motors Co. (NYSE: GM) checks in at No. 3 on the list, having raised $18.14 billion in its 2010 IPO.
- [By Jason Moser]
MasterCard's share of electronic payments
This represents the share of the 15% of transactions that are already in electronic form. On the one hand, according to the Nilson Report competitor Visa (NYSE: V ) holds about 63% share versus MasterCard's 31%. But when we consider that MasterCard's network has the capacity to handle more than 160 million transactions per hour, and only runs at about 80% capacity per day, there is obviously room to grow, and that is what management is doing. CFO Martina Hund-Mejean put it bluntly: "Look, we are looking at ourselves as a growth company, and obviously all of our investments that we are doing are really pointed to make sure that the top line continues to grow."�
Top Blue Chip Stocks To Invest In Right Now: Apple Inc.(AAPL)
Apple Inc., together with subsidiaries, designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. The company sells its products worldwide through its online stores, retail stores, direct sales force, third-party wholesalers, resellers, and value-added resellers. In addition, it sells third-party Mac, iPhone, iPad, and iPod compatible products, including application software, printers, storage devices, speakers, headphones, and other accessories and peripherals through its online and retail stores; and digital content and applications through the iTunes Store. The company sells its products to consumer, small and mid-sized business, education, enterprise, government, and creative markets. As of September 25, 2010, it had 317 retail stores, including 233 stores in the United States and 84 stores internationally. The company, formerly known as Apple Computer, Inc., was founded in 1976 and is headquartered in Cupertino, California.
Advisors' Opinion:- [By Daniel Sparks]
When it comes to Apple (NASDAQ: AAPL ) , its revolutionary products and its iconic founder, Steve Jobs, have usually been the places where the media has shone its spotlight. The curious case of Apple stock itself, however, is almost as interesting. For the past decade, it has defied gravity, climbing up 5,825%. But the most intriguing part of the Apple stock story began with Jobs' death in 2011, and it carries on to the stock's confrontation with the Law of Large Numbers today. A close look at the stock's story reveals just how mad the market really is.
- [By WWW.DAILYFINANCE.COM]
Patrick T. Fallon/Bloomberg via Getty Images College students use Apple (AAPL), Facebook (FB) and Google (GOOG) products every day, so it's not much of a surprise that those companies are high on their lists of potential employers. But a new survey also shows Boeing (BA), the National Institutes of Health and Disney (DIS) at the top. The annual survey by Universum, an international consulting and brand marketing firm, asked 50,000 students for their top choices -- undergraduates in business, engineering, computer sciences, natural sciences and humanities plus those working on their master's of business administration. Google placed first in three categories and in the top six in all of them. "It is perception-based, so a lot of these companies have really strong brand recognition," said Kortney Kutsop, senior account director at Universum. "We're trying to understand what makes students tick, what they're looking for in a career." Government Agencies Do Well Students were given 230 potential employers to choose from. NASA, the Department of Energy, the CIA, the Environmental Protection Agency, the Defense Department, the FBI and the Air Force all ranked in the top 40 for engineering students. Kutsop says this is partly because of the desire among students to "give back and be part of the greater good." Oil and gas companies have also climbed in the rankings among engineering students. Exxon Mobil (XOM) came in No. 6, while Shell Oil (RDS-A), Chevron (CVX) and BP (BP) all made the top 25. "This generation is looking for employers that provide development, training and mentorship," said Kutsop. "They want to become leaders of the world." She says they also want jobs that offer some flexibility, work-life balance and job security. She says there's a perception about millennials that they like to change jobs frequently, but in fact many are seeking job security. "They may stay if they see the opportunity to grow and advance." Potential employers are working h
Top Blue Chip Stocks To Invest In Right Now: Colgate-Palmolive Company(CL)
Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. It offers oral care products, including toothpaste, toothbrushes, and mouth rinses, as well as dental floss and pharmaceutical products for dentists and other oral health professionals; personal care products, such as liquid hand soap, shower gels, bar soaps, deodorants, antiperspirants, shampoos, and conditioners; and home care products comprising laundry and dishwashing detergents, fabric conditioners, household cleaners, bleaches, dishwashing liquids, and oil soaps. The company offers its oral, personal, and home care products under the Colgate Total, Colgate Max Fresh, Colgate 360 Advisors' Opinion:
- [By Monica Gerson]
Colgate-Palmolive Co (NYSE: CL) is expected to report its Q3 earnings at $0.73 per share on revenue of $4.46 billion.
Precision Castparts (NYSE: PCP) is projected to report its Q2 earnings at $2.83 per share on revenue of $2.36 billion.
Top Blue Chip Stocks To Invest In Right Now: McDonald's Corporation(MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.
Advisors' Opinion:- [By Jayson Derrick]
Analysts at Citigroup maintained a Neutral rating on McDonald's (NYSE: MCD) with a price target lowered to $103 from a previous $106. Shares gained 0.14 percent, closing at $95.95.
- [By Asit Sharma]
The chain that can exert a disproportionate influence on Freestyle acceptance is, of course, McDonald's (NYSE: MCD ) . One of the most visible purveyors of Coke products, McDonald's would probably welcome the widespread adoption of the Freestyle. After all, the Golden Arches have recently encountered some consumer fatigue. McDonald's U.S. sales have been stalling recently. It could use an incremental sales injection generated by the Freestyle, even if it's temporary.
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