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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: David E. Taylor who wrote (80930)10/13/2008 3:30:55 PM
From: JGoren1 Recommendation  Read Replies (1) of 197272
 
Qcom is the number one stock in hedge fund portfolios. Goldman Sachs issued a report last week. Qcom reported in top ten holdings of hedgefunds the most. GS theory is that one should invest in stocks that are low in hedge fund portfolios. I think we have been seeing the effect of hedge fund liquidations in the wild swings downward, esp. Friday, when it seemed to me that the redemptions were getting so bad that they had to sell qcom despite wanting to keep it. Maybe the guy from Barrons was merely pontificating that if guidance were to decline for qcom, the hedge funds (who are so heavily invested in qcom) would react by dumping more qcom rather than holding despite the other factors for holding the stock out of fear--given their situations.
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