We also track the top 30 holdings of various professional investors, including Warren Buffett and George Soros, according to their most recent 13F filings with the SEC.
Today, we're taking a closer look at some stocks that have been upgraded by analysts or initiated with buy ratings recently that also show up in at least one of Stockpickr's professional portfolios.
Anadarko Petroleum
Anadarko Petroleum(APC) was upgraded to outperform from perform at Oppenheimer, with a $90 price target, following its recent settlement with BP (BP) over Macondo oil spill liabilities. Anadarko was gaining $2.18, or 2.9%, at $76.62 in recent trading.
As of the most recent reporting period, Anadarko comprises 0.7% of the portfolio of Bruce Kovner's Caxton Associates and 0.8% of Steven Cohen's SAC Capital portfolio.
Anadarko, which is engaged in the exploration and production of oil and natural gas, ha! s a mark et cap of $37.1 billion and a 1.9 short interest ratio, and it trades at a P/E of 44.3. The stock yields 0.5%. Of 23 analysts covering the Anadarko, 17 rate it a buy, and six rate it a hold. TheStreet Ratings has a B- buy rating on the stock.
Baker Hughes
Sterne Agee initiated coverage of Baker Hughes(BHI) with a buy rating and a $71 price target, citing the company's restructuring efforts toward a geomarket focus. The stock was up $1.53, or 21.9%, oat $54.97 in recent trading.
As of the most recent reporting period, Baker Hughes is one of the top holdings of Ken Heebner's Capital Growth Management and comprises 2.8% of John Griffin's Blue Ridge Capital portfolio.
Oilfield services company Baker Hughes has a market cap of $23.3 billion and a 1.5 short interest ratio, and it trades at a P/E of 17.6. The stock yields 1.1%. Of 22 analysts covering Baker Hughes, 18 rate it a buy, and four rate it a hold. TheStreet Ratings has a B- buy rating on the stock.
Broadcom
Societe Generale initiated coverage on Broadcom(BRCM) with a buy rating and a $41 price target, predicting continued growth from acquisitions at the company. The stock was gaining 84 cents, or 2.3%, at $38.17 in recent trading.
As of the most recent reporting period, Broadcom shows up in Citadel Advisors' portfolio, comprising 0.5% of the total. It also showed up on a list of Semiconductor Stocks Liked by Hedge Funds.
Broadcom, a provider of semiconductors for wired and wireless communications, has a market cap of $18 billion and a 0.8 short interest ratio, and it trades at a P/E of 21. The stock yields 1. Of 34 analysts covering Broadcom, 26 rate it a buy, seven rate it a hold, and one rates it a sell. TheStreet Ratings has a B buy rating on the stock.
Broadcom was featured recently in "5 Big Stocks to Trade for Gains."
Charter Communications
Credit Suisse initiated coverage of Charter Communications(CHTR) with an outperform rating and a $60 price target, citing improving fundamentals and solid free cash flow. Charter was up 66 cents, or 1.4%, at $49.66 in recent trading.
As of the most recent reporting period, George Soros' Soros Fund Management owned 844,840 shares of Charter, a 12.6% increase over its previous position.
Charter offers residential and commercial customers traditional cable video programming , high-speed Internet and telephone services, as well as advanced broadband services. It has a market cap of $5.4 billion and a 2.7 short interest ratio. Of five analysts covering the stock, four rate it a buy, and one rates it a hold. TheStreet Ratings has a D- sell rating on Charter.
National Oilwell Varco
Sterne Agee initiated coverage of National Oilwell Varco(NOV) with a buy rating and an $81 price target, predicting earnings growth over the next several years. The stock was recently trading up $2.10, or 3.4%, at $64.83.
As of the most recent reporting period, National Oilwell Varco shows up in T. Boone Picken's BP Capital portfolio, comprising 5% of the total. It's also a top holding in the portfolio of Ken Fisher's Fisher Investments.
National Oilwell Varco, a worldwide provider of equipment and components to the upstream oil and gas industry, has a market cap of $26.6 billion and a 1.9 short interest ratio, and it trades at a P/E of 15.3. The stock yields 0.7%. Of 17 analysts covering the stock, 15 rate it a buy, and two rate it a hold. TheStreet Ratings has a B buy rating on NOV.
VMware
Goldman Sachs placed VMware(VMW) on its Conviction Buy list, with a $120 price target. Meanwhile, Jefferies downgraded the stock from buy to hold, with a $90 price target. VMware was recently up $6.05, or 6.8%, at $95.57.
As of the most recent reporting period, VMware comprises 0.5% of Highbridge Capital Management's portfolio.
VMware, a provider ! of virtu al infrastructure software solutions, has a market cap of $37.7 billion and a 1.9 short interest ratio, and it trades at a P/E of 69.9. Of 31 analysts covering the stock, 16 rate it a buy, and 15 rate it a hold. TheStreet Ratings has a B buy rating on VMware, earning the stock a spot on its top-rated software stocks list.
VMware was included in a September list of 30 Top-Rated Fast-Growth Stocks.
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