As at the end of 4th quarter 2010, SPDR Gold Trust (GLD.P), AngloGold Ashanti (ANGJ.J), Citigroup (C.N) and Bank of America (BAC.N) remains as John Paulson's top four holdings.
He has also initiated new positions in oil and gas companies, such as Transocean and Andarko. He is also buying healthcare stocks such as Medtronic Inc (MDT.N), Teva Pharmaceutical (TEVA.O) and Baxter International (BAX.N).
Perhaps positioning for a resurgence in U.S. consumer spending, in his latest filing Paulson showed a stake in the mid-tier clothing retailer J Crew (JCG.N).
I am pleased to hear this, as I remain a holder of gold and BAC.
No comments:
Post a Comment