Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (93579)	8/16/2012 6:28:50 AM
From: TobagoJack	Read Replies (3) \| Respond to of 219476

he is high on insurance companies and gold, just in in-tray "Looked thru all of Paulson's holdings Besides many gold companies (44% of total holdings are in gold or gold company shares), he owns alot of insurance companies from around the world and alot of TV holding companies One interesting company was xxxxx - third largest xxxxxxxx in the world (he owns $xxx)--this looks interesting from a brief look around the website. Also he holds alot of Dephi - which produces parts for autos worldwide--might be interesting China play once we get through this US downturn effect. " In 2011, Delphi' s global revenue was $16 billion, and the Asia-Pacific region' s share of this was $2.4 billion. China accounted for 80 percent of the Asia-Pacific revenue," said Majdi Abulaban, president of Delphi Asia-Pacific and Delphi China. see chinadaily.com.cn He has $822MM of Delphi Automotive $552MM of Hartford Financial $229mm of Capital One $204mm of AMC Networks $119mm of Scripps Networks $3,388mm of GLD (yes $3.38 billion) $1,125mm of Anglogold Ashanti It was incorrectly stated that he got rid of all JP Morgan -- he still holds $142mm Total of all holdings was $11.9 billion"