|Bill Ackman, Pershing Square Capital Management
||Long JC Penney (JCP).|
|David Einhorn, Greenlight Capital
Distribuidora Internacional (Spain)
Gjensidige Forsikring ASA (Norway)
Cairn Energy (CNE)
Martin Marietta Materials (MLM)
US Steel (X)
Wary of investing in France ("could default or return to the franc") and China.
|Dwight Anderson, Ospraie Management
||Long Westlake Chemical (WLK) and palladium. |
|Jeff Gundlach, DoubleLine Capital
1 year LIBOR
Cash ("$100 bills in Cheerios boxes")
S&P 500 (SPX)
Two year swaps
|John Lykouretzos, Hoplite Capital Management
||Long Starbucks (SBUX)|
|John Paulson, Paulson & Co.
Caesar's Enertainment (CZR)
AngloGold Ashanti (ADR)
CVR Energy (CVI)
|John Wilder, Parallel Resource Partners
||Long Westlake Chemical (WLK), a "great" idea. |
Short natural gas (50-75 cents overpriced in near term).
|Jonathan Kolatch, Redwood Capital Management
||Long Argentinean sovereign bonds, especially euro-denominated notes. |
Short USD-denominated ones due to 10 cent difference in cost.
|Larry Robbins, Glenview Capital
Hospitals and life sciences.
Tenet Healthcare (THC)
Health Management Associates (HMA)
LifePoint Hospitals (LPNT)
Utilities and defense companies
ITC Holdings (ITC).
|Meryl Witmer, Eagle Capital Partners
||Long Gildan Activewear (GIL) and Viacom (VIA). |
|Michael Price, MFP Investors
||Long Bridgepoint Education (BPI) and JC Penney (JCP). |
Avoiding major financials; "I really kind of think our big banks are dying a slow death."
|Philippe Laffont, Coatue Management
||Long Equinix (EQIX) and Virgin Media (VMED).|
|Shantanu Agrawal, winner, Sohn Investment Contest
||Long Xerox (XRX)|
|Steve Mandel, Lone Pine Capital
||Long Kohl's (KSS), tech leaders in travel and outsearch services. |
Not in favor of fixed income generally.