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Market Folly submits:Given our focus on following hedge fund movements, we thought it would be prudent to post up Goldman Sachs' VIP list. The 'VIP' stands for 'Very Important Positions' for hedge funds that employ fundamental strategies rather than technical or trading. In essence, these are the 50 stocks that most frequently appear among the top ten holdings of hedge funds. In our hedge fund portfolio tracking series you may have noticed various stocks popping up over and over again in Goldman's top 10 holdings. This is simply an aggregation of a larger set of data and stems from our previous coverage of the top ten hedgie holdings.This basket of stocks returned 40% in 2009 versus 27% for the S&P 500. Goldman also notes that this list has,Complete Story »

Miriam Metzinger submits: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday January 7. Phone War or Phony War? Apple (AAPL), Google (GOOG)Complete Story »

Market Folly submits:This is the third quarter 2009 edition of our hedge fund portfolio tracking series. If you're unfamiliar with tracking hedge fund movements or SEC filings, check out our series preface on hedge fund 13F filings.For the first time in our series we'll be tracking Matt Iorio's White Elm Capital. Previously, Iorio had spent six years at Stephen Mandel's Lone Pine Capital. Prior to that, Iorio graduated from the University of Virginia (McIntire School of Commerce) in 1993 and then went on to receive his MBA from Dartmouth's Tuck School of Business. After leaving Mandel's fund, he started his own hedge fund and we are tracking him due to his contributions to Lone Pine's success in the past. White Elm uses a long/short strategy with the goal of outperforming the market indices with less risk. The hedge fund employs a fundamental, bottom-up investment process focused on company specific research, very similar to the process employed at Lone Pine (Stephen Mandel) and before that at Tiger Management (Julian Robertson).Complete Story »

Market Folly submits:This is the third quarter 2009 edition of our hedge fund portfolio tracking series. If you're unfamiliar with tracking hedge fund movements or SEC filings, check out our series preface on hedge fund 13F filings.Next up in our series is Thomas Steyer's hedge fund firm Farallon Capital. Thomas Steyer founded Farallon in 1986 and today it is a multi-billion dollar hedge fund that typically uses risk arbitrage strategies and invests in equities, private investments, debt, and real estate. Previously, Steyer was an analyst for Morgan Stanley in its Mergers & Acquisitions department and also an associate on Goldman Sachs' risk arbitrage desk. Steyer graduated Summa Cum Laude from Yale University and also received his MBA from Stanford's Graduate School of Business. In the past, Farallon was ranked third in Alpha's 2008 hedge fund rankings. In terms of recent portfolio adjustments from Farallon, we saw it was just adding to its Beacon Roofing (BECN) stake. For more recent activity out of Farallon head to our post on its portfolio and internal firm adjustments.Complete Story »

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday December 11. Game Plan for the Coming Week: Best Buy (BBY), Adobe (ADBE), Boeing (BA), Precision Castparts (PCP), Honeywell (HON), Joy Global (JOYG), Bucyrus International (BUCY), Paychex (PAYX), Discover Financial Services (DFS), General Mills (GIS), Darden Restaurants (DRI), Oracle (ORCL), Nike (NKE), Research in Motion (RIMM), Palm (PALM), Sun Microsystems (JAVA), Nokia (NOK), Apple (AAPL)Complete Story »

Crown Castle International Corp. (CCI)
Q3 2009 Earnings Call
November 6, 2009 10:30 am ETComplete Story »

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday September 11.How to Play Earnings: Kroger (KR), Best Buy (BBY), Adobe (ADBE), Palm (PALM), Apple (AAPL), Salesforce (CRM), Ralcorp (RAH), Treehouse Foods (THS), Wal-Mart (WMT), Carnival (CCL), Discover Financial (DFS), Oracle (ORCL)Complete Story »

Market Folly submits:This is the second quarter 2009 edition of our ongoing hedge fund portfolio tracking series. Before reading this update, make sure you check out our series preface on hedge fund 13F filings.Next up is John Griffin's hedge fund Blue Ridge Capital. Griffin is very similar to Stephen Mandel (whom we also just covered) in that they were both some of Julian Robertson's top men at legendary hedge fund Tiger Management. They both went on to form their own funds and as such are labeled 'Tiger Cubs.'Complete Story »

Crown Castle International Corp. (CCI)
Q2 2009 Earnings Call
July 30, 2009 10:30 am ETComplete Story »