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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (26616)4/22/2007 11:47:26 AM
From: E_K_S   of 78751
 
A review of George Soros Top holdings

biz.yahoo.com

From the article:"Soros thinks that the U.S. dollar will fall apart. This is best reflected in some of his oil and gas plays as he presumably thinks oil is going to continue to hit new highs. For instance, he owns two offshore drilling companies: Global Santa Fe (GSF) and Transocean (RIG).....

...Soros is diversifying into other countries and continuing his diversification out of the dollar by loading up on commodity plays. For instance, his biggest holding is Companhia Vale Do Rio Doce (RIO), which, because he increased it more than 1,400% since the prior quarter's filing, now accounts for 9.6% of his portfolio...."

To see the Soros Fund complete list, click on "Total Number of Holders", go to pg 2 of the display and click on "SOROS FUND MANAGEMENT"

nasdaq.com

His largest holding by Value
COMPANHIA VALE DO RIO D... SPONSORED ADR $414,908 $387,409 1,408.81% 9,935,538
JETBLUE AWYS CORP COM $114,911 $0 0.00% 10,232,543
CVS CAREMARK CORPORATIO... COM $75,948 $75,948 New 2,171,800
QUALCOMM INC COM $70,738 $41,416 141.24% 1,628,400
DIAMOND OFFSHORE DRILLI... COM $66,911 $66,911 New 814,100
ADAMS RESPIRATORY THERA... COM $63,511 $0 0.00% 1,647,918
HALLIBURTON CO COM $63,283 $63,283 New 1,999,450
BLUEFLY INC COM $54,917 $0 0.00% 48,599,355

EKS
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