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lohonesacesData: Luni, 31.08.2015, 17:06:59 | Mesaj # 1
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5 Most Popular Basic Materials Stocks Among Hedge Funds While we don't recommend blindly following hedge funds' stock picks (as disclosed in quarterly
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with, or help them identify investment themes for further research. We have gone
through our database and found the five most popular basic materials stocks
among hedge funds. As is conventional, oil and gas producers are considered part
of the energy sector rather than basic materials.
60 filers in our database reported a position in Lyondellbasell (NYSE:LYB), a
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changes in the overall economy, Lyondellbasell features a
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compared to the second quarter of 2012 though sales actually slipped slightly.
Markets seem to be expecting little to no earnings growth in the future, in line
with Lyondellbasell's recent revenue results, as shown by the trailing earnings
multiple of 12. With a dividend yield of nearly 3% as well it might be worth a
closer look.
Environmental activist boogieman Monsanto (NYSE:MON) was hedge funds' second
favorite basic materials company as 59 of them were long the genomics and
associated agricultural chemicals company. While recent results have shown
little change in the company's financials compared to a year ago, investors are
optimistic about the prospects of genetic engineering given the growing world
population. Monsanto, a leader in the area, is valued at 21 times its trailing
earnings which does seem pricy given recent performance. Billionaire Stephen
Mandel's Lone Pine Capital disclosed ownership of 6.2 million shares of the
stock (find Mandel's favorite stocks

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