Sunday, February 15, 2015

Best Information Technology Companies To Own In Right Now


General Motors Headquarters. Courtesy of GM media photos.

General Motors (NYSE: GM  ) lags behind its crosstown rival Ford (NYSE: F  ) in one major aspect: profitability. Despite being far ahead in global sales, GM couldn't top Ford's bottom-line income during its first-quarter report. That's mainly because Ford has worked tirelessly on fixing its bottom line by cutting costs in its global operations ��and it's worked extremely well. GM is taking notes on Ford's success and has recently unveiled a state of the art $130 million data center that will be an information technology system to base its global decisions on. GM believes it will give the company what it needs to work faster and smarter to improve vehicle quality and profits. Let's look at why investors are excited and how much this could bring to GM's bottom line.

Better decisions equal better profits
Here's what GM Chairman and CEO Dan Akerson had to say in a press release: "Having a single nerve center for our global operations will get newer vehicle designs and technologies into our customers' hands quicker and improve the bottom line ... IT is back home where it should be, and it further drives unnecessary complexity from our businesses while improving our operational efficiency and better supporting our business strategy."�

Top 10 Mid Cap Companies To Invest In Right Now: Coffee Holding Co. Inc.(JVA)

Coffee Holding Co., Inc. engages in manufacturing, roasting, packaging, marketing, and distributing roasted and blended coffees in the United States and Canada. The company offers three categories of products: wholesale green coffee, private label coffee, and branded coffee. The wholesale green coffee product category consists of unroasted raw beans imported from worldwide that are sold to roasters and coffee shop operators in approximately 90 varieties. The private label coffee product category includes coffee roasted, blended, packaged, and sold under the specifications and names of others. As of October 31, 2010, the company supplied private label coffee under approximately 34 different labels to wholesalers and retailers in cans, brick packages, and instants in various sizes. The branded coffee product category comprises coffee roasted and blended to the company's own specifications and offered under its seven brand names in various segments of the market. The company also offers other products, including trial-sized mini-brick coffee packages; specialty instant coffees; instant cappuccinos and hot chocolates; and tea line products. Its coffee brands include Cafe Caribe, S&W, Cafe Supremo, Don Manuel, Fifth Avenue, Via Roma, IL CLASSICO, and Entenmann. Coffee Holding Co., Inc. markets its private label and wholesale coffee through trade shows, industry publications, face-to-face contacts, internal sales force, and non-exclusive independent food and beverage sales brokers, as well as through its Web site, coffeeholding.com. The company was founded in 1971 and is headquartered in Staten Island, New York.

Advisors' Opinion:
  • [By James E. Brumley]

    What do you get when you cross a Coffee Holding Co., Inc. (NASDAQ:JVA) with a Medical Marijuana Inc. (OTCMKTS:MJNA) and a Kraft Foods Group Inc. (NASDAQ:KRFT)? No, it's not a setup for a punch line - there's a legitimate answer. And that answer is, Latteno Food Corp. (OTCMKTS:LATF).

Best Information Technology Companies To Own In Right Now: Spirit Aerosystems Holdings Inc.(SPR)

Spirit AeroSystems Holdings, Inc., through its subsidiaries, designs and manufactures commercial aerostructures worldwide. It operates in three segments: Fuselage Systems, Propulsion Systems, and Wing Systems. The Fuselage Systems segment develops, produces, and markets forward, mid, and rear fuselage sections and systems primarily to aircraft original equipment manufacturers (OEMs), as well as offers related spares, and maintenance, repair, and overhaul (MRO) services. This segment also offers rotorcraft comprising forward cockpit and cabin for military aircrafts. The Propulsion Systems segment engages in the development, production, and marketing of struts/pylons; nacelles, including thrust reversers; and related engine structural components primarily to aircraft or engine OEMs, as well as provides related spares and MRO services. The Wing Systems segment develops, produces, and markets wings and wing components comprising flight control surfaces and other miscellaneous structural parts primarily to aircraft OEMs, as well as offers related spares and MRO services. This segment is also involved in designing, engineering, and manufacturing structural components for military aircrafts, including low observables that are radar absorbent and translucent materials; and radome new builds and refurbishment. It also provides other military services, such as fabrication, bonding, assembly, testing, tooling, processing, engineering analysis, and training. Spirit AeroSystems Holdings, Inc. serves large commercial airplanes, business and regional jets, and military/helicopter sectors of the aerostructures industry. The company was formerly known as Mid-Western Aircraft Systems Holdings, Inc. Spirit AeroSystems Holdings, Inc. is headquartered in Wichita, Kansas.

Advisors' Opinion:
  • [By Inyoung Hwang]

    Axel Springer AG (SPR) declined 1.5 percent to 43.43 euros. Goldman Sachs Group Inc. cut its rating on Europe�� biggest newspaper publisher to sell from neutral, saying its valuation is the highest of the publishers it covers. Shares trade at 18.6 times earnings compared with 16.3 times for the DAX.

Best Information Technology Companies To Own In Right Now: Skilled Healthcare Group Inc.(SKH)

Skilled Healthcare Group, Inc., through its subsidiaries, operates skilled nursing facilities, assisted living facilities, hospices, home health providers, and a rehabilitation therapy business. Its skilled nursing facilities provide specialty care, such as chemotherapy, enteral/parenteral nutrition, tracheotomy care, and ventilator care, as well as offers various services, including room and board, special nutritional programs, social services, recreational activities, and related healthcare and other services. These skilled nursing facilities include Express Recovery, a unit that provides skilled nursing care and rehabilitation therapy for patients recovering from conditions, such as joint replacement surgery, and cardiac and respiratory ailments. The company?s assisted living facilities provide residential accommodations, activities, meals, security, housekeeping, and assistance in the activities of daily living to seniors who are independent or who require some support , but not the level of nursing care provided in a skilled nursing facility. Skilled Healthcare Group also offers ancillary services, such as physical, occupational, and speech therapy, as well as rehabilitation therapy service to third-party skilled nursing operators. In addition, the company offers hospice services comprising palliative and clinical care, education, and counseling with a focus on the physical, spiritual, and psychosocial needs of terminally ill individuals and their families. As of December 31, 2010, it owned or leased 78 skilled nursing facilities and 22 assisted living facilities, together comprising 10,830 licensed beds in California, Texas, Iowa, Kansas, Missouri, Nevada, and New Mexico. The company has a joint venture with APS?Summit Care Pharmacy, LLC that operates a pharmacy in Austin, Texas. Skilled Healthcare Group, Inc. is based in Foothill Ranch, California.

Advisors' Opinion:
  • [By Rich Smith]

    Foothill Ranch, Calif.-based Skilled Healthcare (NYSE: SKH  ) needs a new CEO.

    On Monday, the assisted living facilities operator announced that Chief Executive Officer Boyd Hendrickson plans to retire from the company at the end of this year. A search for a replacement is now under way.

Best Information Technology Companies To Own In Right Now: Libbey Inc (LBY)

Libbey Inc. (Libbey), incorporated in 1987, is a producer of glass tableware products in the Western Hemisphere, in addition to supplying to key markets throughout the world. The Company produces glass tableware in five countries and sells to over 100 countries. It operates in two segments: Glass Operations and Other Operations. Glass Operations includes worldwide sales of manufactured and sourced glass tableware and other glass products from domestic and international subsidiaries. Other Operations includes worldwide sales of sourced ceramic dinnerware, metal tableware, hollowware and serveware and plastic items. It design and market, under its Libbey, Crisa, Royal Leerdam, World Tableware, Syracuse China and Crisal Glass brand names. The Company�� import and market ceramic dinnerware under the Syracuse China brand name through its subsidiary Syracuse China Company (Syracuse China).

Through its subsidiary B.V. Koninklijke Nederlandsche Glasfabriek Leerdam (Royal Leerdam), the Company manufactures glass stemware under the Royal Leerdam brand name. Through its subsidiary Crisal-Cristalaria Automatica S.A. (Crisal), the Company manufactures glass tableware in Portugal for its worldwide customer base. Through its World Tableware Inc. (World Tableware) subsidiary, the Company imports metal flatware, hollowware, serveware and ceramic dinnerware for resale.

The Company�� glass tableware includes tumblers, stemware, including wine glasses, mugs, bowls, ashtrays, bud vases, salt and pepper shakers, shot glasses, canisters, candleholders and various other items. Libbey Holland produces stemware. Libbey Portugal produces glass tableware, mainly tumblers, stemware and glassware accessories. Libbey Mexico's glass tableware product assortment also includes glass bakeware and handmade glass tableware. In addition, Libbey Mexico's products include blender jars, washing machine windows and other glass products sold principally to original equipment manufacturers (OEMs). Through its Syrac! use China and World Tableware subsidiaries, the Company offers a range of ceramic dinnerware products. These include plates, bowls, platters, cups, saucers and other tableware accessories. Its World Tableware subsidiary provides an selection of metal flatware, including knives, forks, spoons and serving utensils. In addition, World Tableware sells metal hollowware, including serving trays, pitchers and other metal tableware accessories, as well as a line of dinnerware.

The customers for Libbey�� tableware products include approximately 500 foodservice distributors in the United States and Canada. In the retail channel, the Company sells to mass merchants, department stores, retail distributors, national retail chains and specialty housewares stores. In addition, the Company�� business-to-business channel primarily includes customers that use glass containers for candle and floral applications, gourmet food packaging companies, and various OEM applications. In Mexico, it sells to retail mass merchants and wholesale distributors, as well as candle and food packers, and various OEM users of custom molded glass. In Europe, it market glassware to retailers, distributors and decorators that service the retail, foodservice and developed business-to-business channel, which includes breweries and distilleries. In China, Libbey sells to distributors and wholesalers.

The Company competes with Arc International, Pasabahce, Anchor Hocking Company, Bormioli Rocco Group, Homer Laughlin, Oneida Ltd., Steelite and Walco, Inc.

Advisors' Opinion:
  • [By John Udovich]

    Everyone is familiar with�the Tupperware brand from�consumer products stock Tupperware Brands Corporation (NYSE: TUP) and you are probably familiar with the brands�of mid cap stock Jarden Corp (NYSE: JAH) along with small cap stocks Libbey Inc (NYSEMKT: LBY) and Lifetime Brands Inc (NASDAQ: LCUT); but what about the stocks themselves? Chances are, their brands or products are right under your nose at home and you probably don�� know anything about the mid cap or small cap stock behind them.

  • [By John Udovich]

    On Wednesday, small cap kitchen stock Everyware Global Inc (NASDAQ: EVRY) surged 52.94% after announcing an amendment to extend its forbearance agreement with lenders until July 15 that could give the company�time to find a long-term financing solution���meanings its worth taking as closer look at the stock along with potential peers Libbey Inc (NYSEMKT: LBY) and Lifetime Brands Inc (NASDAQ: LCUT).

Best Information Technology Companies To Own In Right Now: Renewable Energy Group Inc (REGI)

Renewable Energy Group, Inc., incorporated in August 2006, is a producer of biodiesel in the United States. The Company is engaged in each aspect of biodiesel production, from acquiring feedstock, managing construction and operating biodiesel production facilities to marketing, selling and distributing biodiesel and its co-products. During the year ended December 31, 2011, the Company sold approximately 150 million gallons of biodiesel. As of December 31, 2011, the Company operated a network of six biodiesel plants, with an aggregate production capacity of 212 million gallons per year. On July 12, 2011, the Company acquired SoyMor Biodiesel, LLC (SoyMor), which has 30 million gallons per year biodiesel production facility in Albert Lea, Minnesota. In January 2012, it exercised its option to purchase the 60 million gallons per year facility in Seneca, Illinois, which it operated under a lease. In August 2013, the Company acquired biodiesel plant in Mason City, Iowa. In January 2014, Renewable Energy Group Inc acquired renewable chemical technology developer LS9, Inc.

The Company produces its biodiesel from a range of feedstocks, including inedible animal fat, used cooking oil and inedible corn oil. It also produces a smaller portion of its biodiesel from virgin vegetable oils. It owns biodiesel production facilities with capacities consisting of 12 million gallons per year facility in Ralston, Iowa; 35 million gallons per year facility near Houston, Texas, or the Houston facility; 45 million gallons per year facility in Danville, Illinois, and 30 million gallons per year facility in Newton, Iowa.

The Company competes with Archer Daniels Midland Company, Cargill, Incorporated, Louis Dreyfus Commodities Group, Ag Processing Inc., Mansfield, Astra, Gavilon, Tenaska, ED&F Man, Dynamic Fuels, LLC, Syntroleum Corporation, Tyson Foods, Inc., Diamond Green Diesel, LLC and Darling International.

Advisors' Opinion:
  • [By Maxx Chatsko]

    RINs are created with each lot of biofuels produced and act as a way for the industry to track production. They are normally sold with the corresponding amount of biofuels, but can be sold on secondary markets without a physical volume to back it up. Speculation by third parties and fear of running into the 10% ethanol blend wall in 2013 and 2014 caused prices to spike. The volatility may continue for the medium term, but investors may be able to find solace in the country's leading biodiesel producer Renewable Energy Group (NASDAQ: REGI  ) . Fool contributor Maxx Chatsko explains why in the following video.

  • [By Maxx Chatsko]

    I told you not to worry. Although, with such weak guidance to start the year one could argue that Renewable Energy Group (NASDAQ: REGI  ) set itself up for a positive earnings surprise yesterday. The nation's largest biodiesel producer recorded it best first quarter ever for production and volume of fuel sold. Since biodiesel use slows in colder winter months the solid quarter is a testament to its growing use in the nation's fuel supply and the company's ability to develop alternative products such as heating oil. Here's a quick breakdown from REG's first quarter.

  • [By Maxx Chatsko]

    When it comes to the highly charged biodiesel industry, one company stands above the rest. Way above. Renewable Energy Group (NASDAQ: REGI  ) is not only the leader in terms of pure production capacity, but it also displays plenty of desirables that should be on every investor's radar. What makes the company so great? It is no secret. In particular, REG has focused on three areas to become the top biodiesel stock.

Best Information Technology Companies To Own In Right Now: Aspen Insurance Holdings Ltd (AHL)

Aspen Insurance Holdings Limited (Aspen Holdings), incorporated on May 23, 2002, is a holding company. The Company conducts insurance and reinsurance business through its subsidiaries in three jurisdictions: Aspen Insurance UK Limited (Aspen U.K.) and Aspen Underwriting Limited (AUL), corporate member of Syndicate 4711 at Lloyd�� of London (United Kingdom), Aspen Bermuda Limited (Aspen Bermuda) and Aspen Specialty Insurance Company (Aspen Specialty) and Aspen American Insurance Company (AAIC). Aspen U.K. also has branches in Paris (France), Zurich (Switzerland), Dublin (Ireland), Cologne (Germany), Singapore, Australia and Canada. It operates in the global markets for property and casualty insurance and reinsurance. It manages its insurance and reinsurance businesses as two distinct underwriting segments, Aspen Insurance and Aspen Reinsurance (Aspen Re), to serve its global customer base. Its insurance segment is consisted of property, casualty, marine, energy and transportation insurance and financial and professional lines insurance. Its reinsurance segment is consisted of property reinsurance (catastrophe and other), casualty reinsurance and specialty reinsurance. In April 2013, the reinsurance segment of the Company announced the formation of a new division, Aspen Capital Markets.

In the Company�� insurance segment, property, casualty and financial and professional lines insurance business is written in the London Market through Aspen U.K. and in the United States through Aspen Specialty and AAIC. Its marine, energy and transportation insurance business is written through Aspen U.K. and AUL, which is the corporate member of Syndicate 4711 at Lloyd�� of London (Lloyd��), managed by Aspen Managing Agency Limited (AMAL). It also writes casualty business through AUL. In reinsurance, property reinsurance business is assumed by Aspen Bermuda and Aspen U.K. The property reinsurance business written in the United States is written by Aspen Re America and ARA-CA as reinsurance intermed! iaries with offices in Connecticut, Illinois, Florida, New York, Georgia and California. The business written in the United States is produced by Aspen Re America.

Reinsurance

The Company�� reinsurance segment consists of property catastrophe reinsurance, other property reinsurance (risk excess, pro rata, risk solutions and facultative), casualty reinsurance (the United States treaty, international treaty and global facultative) and specialty reinsurance (credit and surety, structured, agriculture and specialty). Property catastrophe reinsurance is written on a treaty excess of loss basis where it provides protection to an insurer for an agreed portion of the total losses from a single event in excess of a specified loss amount. In the event of a loss, contracts provide for coverage of a second occurrence following the payment of a premium to reinstate the coverage under the contract, which is referred to as a reinstatement premium. The coverage provided under excess of loss reinsurance contracts may be on a global basis or limited in scope to selected regions or geographical areas.

Other property reinsurance includes risk excess of loss and proportional treaty reinsurance, facultative or single risk reinsurance and its risk solutions business. Risk excess of loss reinsurance provides coverage to a reinsured where it experiences a loss in excess of its retention level on a single risk basis. Proportional contracts involve close client relationships, including regular audits of the cedants��data. Its risk solutions business writes property insurance risks for a select group of the United States program managers. Casualty reinsurance is written on an excess of loss, proportional and facultative basis and consists of the United States treaty, international treaty and casualty facultative. Its United States treaty business consists of exposures to workers��compensation (including catastrophe), medical malpractice, general liability, auto liability, professional l! iability ! and excess liability, including umbrella liability. Its international treaty business reinsures exposures respect to general liability, auto liability, professional liability, workers��compensation and excess liability.

Specialty reinsurance is written on an excess of loss and proportional basis and consists of credit and surety reinsurance, structured risks, agriculture reinsurance and other specialty lines. Its credit and surety reinsurance business consists of trade credit reinsurance, international surety reinsurance (mainly European, Japanese and Latin American risks and excluding the United States) and a political risks portfolio. Its agricultural reinsurance business is written on a treaty basis covering crop and multi-peril business. Other specialty lines include reinsurance treaties and some insurance policies covering policyholders��interests in marine, energy, liability aviation, space, contingency, terrorism, nuclear, personal accident and crop reinsurance. A percentage of the property reinsurance contracts it writes exclude coverage for losses arising from the peril of terrorism. These contracts exclude coverage protecting against nuclear, biological or chemical attack.

The Company competes Arch Capital Group Ltd., Axis Capital Holdings Limited (Axis), Endurance Specialty Holdings Ltd. (Endurance), Everest Re Group Limited, Lancashire Holdings Limited, Montpelier Re Holdings Limited, PartnerRe Ltd., Platinum Underwriters Holdings Ltd., Renaissance Re Holdings Ltd., Validus Holdings Ltd., XL Capital Ltd. (XL) and various Lloyd�� syndicates.

Insurance

The Company�� insurance segment consists of property insurance, casualty insurance, marine, energy and transportation insurance and financial and professional lines insurance. Its property insurance line comprises the United Kingdom commercial property and construction business and the United States property business. Property insurance provides physical damage and business interruption! coverage! for losses arising from weather, fire, theft and other causes. The United States commercial property team covers mercantile, manufacturing, municipal and commercial real estate business. The United States property also includes its program business, which writes property insurance risks for a select group of the United States program managers. The United Kingdom commercial team�� client base is predominantly the United Kingdom institutional property owners, middle market corporates and public sector clients.

The Company�� casualty insurance line comprises commercial liability, global excess casualty, the United States casualty insurance and environmental liability, written on a primary, quota share and facultative basis. Commercial liability is written in the United Kingdom and provides employers��liability coverage and public liability coverage for insureds domiciled in the United Kingdom and Ireland. The global excess casualty line comprises risk-managed insureds globally and covers risks at points, including general liability, commercial and residential construction liability, life science, railroads, trucking, product and public liability and associated types of cover found in general liability policies in the global insurance market. The United States casualty account consists of lines written within the general liability and umbrella liability insurance sectors. Coverage on its general liability line is offered on those risks that are miscellaneous, products liability, contractors (general contractors and artisans), real estate and retail risks and other general liability business. The United States environmental account provides contractors��pollution liability and pollution legal liability across industry segments that have environmental regulatory drivers and contractual requirements for coverage, including real estate and public entities, contractors and engineers, energy contractors and environmental contractors and consultants. The business is written in both the primar! y and exc! ess insurance markets.

The Company�� marine, energy and transportation insurance line comprises marine, energy and construction (M.E.C.) liability, energy physical damage, marine hull, specie, inland marine and ocean risks and aviation, written on a primary, quota share and facultative basis. The M.E.C. liability business includes marine liability cover related to the liabilities of ship-owners and port operators, including reinsurance of Protection and Indemnity Clubs (P&I Clubs). It also provides liability cover for companies in the oil and gas sector, both onshore and offshore and in the power generation and the United States commercial construction sectors. Energy physical damage provides insurance cover against physical damage losses in addition to Operators Extra Expenses (OEE) for companies operating in the oil and gas exploration and production sector. The marine hull team insures physical damage for ships (including war and associated perils) and related marine assets. The specie business line focuses on the insurance of property items on an all risks basis, including fine art, general and bank related specie, jewelers��block and armored car. The inland marine and ocean cargo team writes business covering builders��construction risk, contractors��equipment, transportation and ocean cargo risks in addition to exhibition, fine arts and museums insurance.

The aviation team writes physical damage insurance on hulls and spares (including war and associated perils) and comprehensive legal liability for airlines, smaller operators of airline equipment, airports and associated business and non-critical component part manufacturers. It also provides aviation hull deductible cover. Its financial and professional lines comprise financial institutions, professional liability (including management and technology liability), financial and political risks and the United States surety risks, written on a primary, quota share and facultative basis. Its financial institutions ! business ! is written on both a primary and excess of loss basis and consists of professional liability, crime insurance and directors��and officers��(D&O) cover. It covers financial institutions, including commercial and investment banks, asset managers, insurance companies, stockbrokers and insureds with hybrid business models. Its professional liability business is written out of the United States (including Errors and Omissions (E&O)), the United Kingdom and Switzerland and is written on both a primary and excess of loss basis.

The Company insures a range of professions, including lawyers, accountants, architects and engineers. Its management and technology liability teams write on both a primary and excess basis D&O insurance, technology-related policies in the areas of network privacy, misuse of data and cyber liability and warranty and indemnity insurance in connection with, or to facilitate, corporate transactions. The financial and political risks team writes business covering the credit/default risk on a range of project and trade transactions, as well as political risks, terrorism (including multi-year war on land cover), piracy and kidnap and ransom (K&R). It writes financial and political risks globally but with concentrations in a range of countries, such as Russia, China, Brazil, the Netherlands and United States. Its surety team writes commercial surety risks, admiralty bonds and similar maritime undertakings, including federal and public official bonds, license and permits and fiduciary and miscellaneous bonds and privately owned companies in the United States.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Equities Trading UP
    Aspen Insurance Holdings (NYSE: AHL) shares shot up 11.05 percent to $43.72 after Endurance Specialty Holdings (NYSE: ENH) offered to buy Aspen Insurance for $47.50 per share in a cash and stock deal.

  • [By Anna Prior]

    Aspen Insurance Holdings Ltd.(AHL) said it expects second-quarter operating earnings above Wall Street projections, citing “the continued excellent performance across our businesses.”

  • [By Jake L'Ecuyer]

    Equities Trading UP
    Aspen Insurance Holdings (NYSE: AHL) shares shot up 11.33 percent to $43.83 after Endurance Specialty Holdings (NYSE: ENH) offered to buy Aspen Insurance for $47.50 per share in a cash and stock deal.

  • [By Sally Jones] % over 12 months, Aspen Insurance Holdings Ltd. has a market cap of $2.63 billion; its shares were traded at around $40.06 with a P/E ratio of 13.50. The dividend yield is 1.80%.

    The GuruFocus analysis for AHL shows six warning signs.

    Track historical share pricing, revenue and net income:

    [ Enlarge Image ]

    Guru Action: As of Sept. 30, 2013, Arnold Schneider reduced his position by 89.42%, selling 109,081 shares at an average price of $36.77, for a gain of 8.9%.

    Over five quarters, Schneider has averaged a 28% gain on 166,209 shares bought at an average price of $31.34 per share. He gained 8% selling 153,305 shares at an average price of $37.03 per share.

    Guru Action: As of Sept. 30, 2013, Jim Simons increased his position by 387.47%, buying 501,000 shares at an average price of $36.77, for a gain of 8.9%. His current shares are 630,300.

    Over five years, Simons has sold out three times. He has averaged a 15% gain on 876,900 shares bought at an average price of $34.82 per share. He gained 13% on 246,600 shares sold at an average price of $35.35 per share.

    Guru Action: As of Sept. 30, 2013, Steven Cohen increased his position by 190.15%, buying 15,037 shares at an average price of $36.77, for a gain of 8.9%. His current shares are 22,945.

    Cohen has averaged an 18% gain on 36,658 shares bought at an average price of $33.98 per share. He gained 22% on 13,713 shares sold at an average price of $32.85 per share.

    Guru Action: As of Sept. 30, 2013, top guru stakeholder David Einhorn reduced his position by 36.93%, selling 1,451,581 shares at an average price of $36.77, for a gain of 8.6%. This trade impacts his portfolio by -1%. His current shares are 2,478,935 or 3.67% of shares outstanding.

    Over five years, Einhorn has averaged a 67% gain on 5,700,182 shares bought at an average price of $23.88 per share. He gained 15% on 3,221,247 shares sold at an average price of $34.57 per share.

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