Dataroma.com tracks investment activities of successful value oriented “super investors” such as Warren Buffett and Bruce Berkowitz. I wrote an exclusive for Seeking Alpha about top 10 most owned technology stocks by the 49 investors tracked by Dataroma (full article available only via Seeking Alpha – here is only my conclusions).
Cisco Systems, Inc.
General Electric Co.
Texas Instruments Inc.
International Business Machines Corp.
Automatic Data Processing, Inc.
It is interesting to see that in many cases insider actions are opposite to those of fund managers. This might be due to the different time period observed or because they simply have different views and investment goals. In most of the cases, insiders are selling. In case of Microsoft, HP (HPQ) and IBM insiders sold $606 million, $59 million and $48 million worth of stocks respectively. At Dell (DELL), insiders bought some $100 million worth of Dell stocks.
All things considered, Microsoft and Intel seem to be the most attractive ones out of the examined stocks. Cisco, GE, Dell and HP are also worth considering in my opinion.
Disclosure: I am long MSFT, CSCO, INTC.