Q2 2010
Hedge Fund Wisdom’s Q2 2010 newsletter includes updates on the portfolios of 20 prominent hedge funds, commentary & analysis of each fund’s buys/sells, as well as analyses on 3 stocks managers were buying. In the second quarter, hedge funds added oil services like Ensco (ESV) to take advantage of the BP oil spill market shock and reduced financials like Bank of America (BAC) as the economy slowed down and general uncertainty took hold.
Consensus Buys/Adds: Pfizer, Alcon, Anadarko, CCE, Ensco and Tyco.
Consensus Sells: WellPoint, UnitedHealth, Apollo, CVS, BofA and DirecTV.
In-depth analyses on: Ensco, American Tower, and Citigroup.
Download the PDF here: HFW-Q2-2010
