Long & Short: leading fund managers share their tips
Long/short funds are all the rage, but what are they backing? Under the cloak of anonymity some leading fund managers talk us through their key long and short positions.
Markets
by Chris Sloley on Nov 22, 2012 at 13:00
The chart below shows the past month's performance of the stocks our anonymous managers are tipping to rise over the coming weeks. Here's what they had to say about them:
- Wockhardt: ‘Indian pharma firm with exposure to both the US and emerging markets’
- APR Energy: ‘Temporary power producer showing good growth’
- Packaging Corp: ‘This market is set to benefit from consolidation and lower input costs’
- Conzzeta: ‘A nearly debt-free industrial conglomerate which is massively undervalued’
- GM: ‘Huge losses in Europe overshadow healthy operations in China and the US’
Please visit our full site to view this interactive chart
The chart below shows the past month's performance of the stocks our anonymous managers are tipping to fall over the coming weeks. Here's what they had to say about them:
- Condor Petroleum: ‘An incident at a key exploratory site could slow future operations’
- Michael Page: ‘Recruitment specialist is set to cut more staff after missing profit expectations’
- Rentokil Initial: ‘Rentokil Initial’s linen business in Europe has lost steam putting pressure on the whole business’
- Fugro: ‘Stuck with a receivable collection problem while government clients are in fiscal consolidation mode’
- Fortum: ‘The Finnish firm faces strong competitive threats’
Please visit our full site to view this interactive chart
More about this:
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- Short stories: a peek inside the short books of top managers
- Keeping it short: who’s betting against what?
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