Dividend-News

Daily dividend news for investors in dividend stocks


5 Dividend Picks From A $7 Billion Hedge Fund

Published Tue, 18 Dec 2012 04:50:44 -0500 on Seeking Alpha

Larry Robbins, a former trader at Leon Cooperman's Omega Advisors, founded Glenview Capital, a multi-strategy hedge fund, in 2001. The fund currently has over $7 billion in assets under management. The fund has been a consistent outperformer, returning, on average, 14.2% annually for the decade since its inception. As a hedge fund manager, Larry Robbins seeks out respectable businesses that have modest valuations and excess capital as well as above-average earnings growth. His current portfolio is heavily weighted towards the healthcare sector. This is so because Robbins believes that there is plenty of asset mispricing in the sector. Robbins is particularly bullish about hospitals, which he considers overcapitalized, and life sciences companies. His big bets in the healthcare sector are hospital owners Tenet Healthcare Corp. (THC) and HCA Holdings Inc. (HCA), and a life-sciences company Life Technologies Corporation (LIFE), his single largest holding. Robbins is also... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
CARDINAL HEALTH 58.89   0.0 0.00 0.00 0.00
FIDELITY NATIONAL INFORMATION SERVICES 93.60   0.0 0.00 0.00 0.00
XEROX 29.59   0.0 0.00 0.00 0.00
 

CARDINAL HEALTH - CAH
CARDINAL HEALTH - CAH  


Older articles featuring Cardinal Health (CAH):
5 Dividend Stocks For Income And Value In An Overvalued Market
Dividends & Income Digest: What's On Your 2018 Watchlist?
John And Jane - November Dividend Income Tracker
My Dividend Growth Portfolio Update - 48 Holdings, 1 Buy
S&P 500 Dividend Aristocrats Gainers Were Cardinal Health, Walgreens, And Leggett As Per Broker Estimates For...
Lanny's December Dividend Stock Watch List
Cardinal Health - Speculation Has Created The Ultimate Buying Opportunity For This Dividend Aristocrat
Cardinal Health: A Dividend Aristocrat The Risk Is Already Priced In - Part 2 Of 7
Bert's November Dividend Stock Watch List
10 Dividend Growth Stocks For November 2017

More