TheStreet Search RSS Feed: Tim Melvin

Hedge Fund 13F Stock Picks: Profiting From Idea Season

Tue, 15 Nov 2011 12:50:26 EST

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NEW YORK (RealMoney) -- As we move closer to Thanksgiving and the start of the holiday season, I have been enjoying another season that is important to value investors and idea thieves like me. As today's deadline approached, 13HF filings have been pouring into the Securities and Exchange Commission and I have been mining them for good ideas worth further investigation. The filings show the holdings of top hedge fund and institutional managers, and by comparing them to previous quarters, we can get an idea of buying-and-selling activity. I have used these filings as a tool for my entire career as a way to uncover the moves of the best distressed and value managers. When I started you had to wait for them to arrive in the mail, but today we can see them almost in real time on the Internet.

The whole world is going to comment on John Paulson filings because of the difficulties he has had this year, so I will skip his third-quarter report. One of the most anticipated filings is from Seth Klarman and his Boston-based hedge fund, Baupost Fund. I was surprised when Klarman made an almost conventional move last quarter by buying Microsoft. I am even more surprised this time as the noted value investor purchased more than 20 million shares of Hewlett Packard. The struggling tech company recently named Meg Whitman of eBay fame as CEO. At this point, the jury is very much out on the future of the company, as management has decided not to go ahead with the proposed spinoff of its personal computer division and instead is going to focus on restructuring across the board. Others may wish to follow Baupost into the stock, but I am going to pass. HPQ has the hint of a broken business about it and it appears to be losing share across many lines of business. ...

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Tag Team: Avatar Has Real Upside

Mon, 30 Aug 2010 13:00:00 EDT

An options play on this value stock could be a big winner.

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Not Now, JOE

Wed, 25 Aug 2010 13:00:07 EDT

Florida's dismal real estate market has chilled St. Joe's prospects for some time to come.

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Stake Your Claim in St. Joe

Wed, 25 Aug 2010 13:00:00 EDT

The company's premier land holdings puts it in great shape for a long-term turnaround.

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Tag Team: A Gradual Approach to Symantec

Mon, 16 Aug 2010 13:05:03 EDT

The stock's valuation is getting attractive. Here's how to play it.

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Tag Team: Retail Markdown

Mon, 26 Jul 2010 12:45:00 EDT

The consumer is not going to be spending money anytime soon.

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Tag Team: A Little Pep for Your Portfolio

Mon, 12 Jul 2010 13:45:14 EDT

Let's lay out the fundamental value case for Pep Boys then look for an appropriate options play.

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Cracker Barrel Is Too Hot to Handle

Mon, 10 May 2010 14:01:00 EDT

Any earnings upside has been baked in, and the stock must eventually cool off.

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Lock, Stock and Cracker Barrel

Mon, 10 May 2010 14:00:00 EDT

While the shares are not screaming cheap, they are not overvalued, and I'm looking to buy in the low $40s.

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Sunny Side Up

Fri, 09 Apr 2010 13:46:03 EDT

After a correction, I'd expect to see First Solar head back up to the $140 area.

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Sundown for First Solar

Fri, 09 Apr 2010 13:45:33 EDT

The future is not bright for this faddish, subsidy-dependent, overvalued stock.

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You Ask, Fitzpatrick Answers: Chesapeake, Transocean

Wed, 18 Mar 2009 13:16:30 EDT

Updated from March 17

Throughout the trading week on Stockpickr Answers, investing professionals answer questions posed by members of the Stockpickr community.

Tuesday, Dan Fitzpatrick (RealMoney contributor) responded to a range of market and trading questions. ...

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Try the 'Anti-Arbitrage' Merger Play

Wed, 26 Nov 2008 11:29:59 EST

When merger deals fall apart, the target's stock often sinks and then quickly rebounds.

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