George Soros’s stock picks during the first six months of 2018 could provide stock investors with a clue as to which stocks might beat the market in 2018.
So just how is the legendary investor, George Soros who survived and thrived during the last century’s rise of, nationalism, trade protectionism and eventually the Great Depression fanning the flames of political extremism (rise of fascism in Europe) which was also the catalysts for WWII investing his fortune today?
“George Soros’s stock picks during the first six months of 2018 could provide stock investors with a clue as to which stocks might beat the market in 2018”
What then are George Soros’s stock picks “with democracy in crisis around the world”?
George Soros’s stock picks included Martin Marietta Materials Inc. (NYSE: MLM)
In the first quarter, the guru increased his position by 56.54% and added 20.90% in the second quarter.
Martin Marietta Materials Inc supplies aggregates products for the construction of non-residential and residential projects market cap of $13.09 billion. The company’s revenue of $4.06 billion has grown by 7.50% over the last five years.
Major shareholders’ include Tom Russo 3.16%, followed by First Eagle Investment with 0.78% and Ron Baron with 0.17%.
“George Soros’s stock picks included Martin Marietta Materials Inc. (NYSE: MLM)”
George Soros’s stock picks also included Advanced Micro Devices Inc.
George Soros boosted his holding by 1,390% in the first quarter and by 90.15% in the second quarter. Advanced Micro Devices Inc. is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets.
AMD is the second-largest supplier and only significant rival to Intel in the market for x86-based microprocessors. AMD’s stock price rose massively in Q2.
AMD has been growing its top line for a couple of quarters in a row. So with George Soros’s endorsement AMD, in the long run, could be a good investment, but share price gains are expected to be less pronounced over the coming years.
NXP Semiconductors NV was another hardware computer company on George Soros’s stock picks list. In the first quarter, George Soros increased the holding 54.16% and then boosted it 138.28% in the second quarter.
Marvell Technology Group Ltd. (NASDAQ: MRVL) was also on George Soros’s stock picks list. George Soros boosted his holding 311.73% in the first quarter and then added another 21.44% in the second quarter.
“LPL Financial Holdings Inc. (NASDAQ: LPLA) was on George Soros’s stock picks list”
LPL Financial Holdings Inc. (NASDAQ: LPLA) was on George Soros’s stock picks list
George Soros increased his stake 86.90% in the first quarter and 106.64% in the second quarter.
LPL Financial Holdings Inc provides an integrated platform of brokerage and investment advisory services to independent and institutional financial advisors.
So overall George Soros’s stock picks list consisted of hardware computer companies, microprocessors, semiconductors, and advanced microdevices. George Soros’s stock picks also included construction and financial related service companies.
