Today’s theme is the letter “A,” representing amazing gains on advanced technology stocks in companies beginning with the letter A. In the first half of 2013, billionaire investors were trading these ‘A-list’ technology stocks from the S&P500, including Amphenol Corporation (APH, Financial), Akamai Technologies Inc. (AKAM, Financial) and Analog Devices Inc. (ADI, Financial). These companies were screened for their billionaire stakeholders, high gains, recent insider trading and yield.
Amphenol Corporation (APH)
Up 35% over 12 months, Amphenol Corporation has a market cap of $12.88 billion and is traded at a P/E of 21.70. The dividend yield is 0.60%.
The current share price is around $80.94.
Incorporated in 1987, Amphenol Corporation designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and specialty cable. The markets for the global company's products are communication systems for the converging technologies of voice, video and data communications and a wide range of industrial applications including factory automation and motion control systems, medical and industrial instrumentation, and commercial aerospace and military applications, and many more.
Guru Action: As of June 30, 2013, Columbia Wanger reduced its position by 0.69%, selling 29,000 shares at an average price of $76.60, gaining 7.5%.
Columbia Wanger is the top guru stakeholder with 4,184,650 shares or 2.63% of shares outstanding.
Over a phenomenal five-year trading history, the firm averaged a gain of 215% on 828,250 shares bought at an average price of $25.71 per share. Columbia Wanger also gained 56% selling 1,608,300 shares at an average price of $51.91 per share.
Check out the very active insider selling and seven gurus holding APH.
Track share pricing, revenue and net income:
Akamai Technologies Inc. (AKAM)
Up 23% over 12 months, Akamai Technologies Inc. has a market cap of $8.3 billion and is traded at a P/E of 30.10. The company does not pay a dividend.
The current share price is around $46.55.
Incorporated in 1998, Akamai Technologies Inc. provides services for accelerating and improving the delivery of content and applications over the Internet. The company’s solutions are designed to help businesses, government agencies and other enterprises enhance their revenue streams and reduce costs by maximizing the performance of their online businesses.
Guru Action: As of June 30, 2013, the top guru stakeholder is Jim Simons, who made a new buy of 1,128,700 shares at an average price of $41.83 per share, for a gain of11.3%. Simons is one of nine gurus holding AKAM.
There is very active insider selling to report.
Across a five-year trading history, Jim Simons has sold out five times. Check out his remarkable history of gains:
Tracking share price, revenue and net income:
Analog Devices Inc. (ADI)
The current share price is around $49.17.
Up 26% over 12 months, Analog Devices Inc. has a market cap of $15.28 billion and is traded at a P/E of 23.80. The dividend yield is 2.80%.
The current share price is around $49.17.
Founded in 1965, Analog Devices Inc. is engaged in the design, manufacture and marketing of a portfolio of high-performance analog, mixed-signal and digital signal processing integrated circuits used in virtually all types of electronic equipment. The company's signal processing products play a fundamental role in converting, conditioning, and processing real-world phenomena such as temperature, pressure, sound, light, speed and motion into electrical signals used in electronic devices.
Guru Action: As of Sept. 30, 2013, Brian Rogers holds 4,135,000 shares or 1.33% of shares outstanding. He made a gain of 2.8% on his holding, at an average price of $47.84, in the third quarter of 2013.
Across a remarkable five-year trading history, he averaged a gain of 121% on 334,400 shares bought at an average price of $22.25 per share. He also gained 31% selling 1,422,400 shares at an average price of $37.42.
Check out the numerous gurus holding ADI in the second and third quarters of 2013. There is no insider activity to report.
Tracking share price, revenue and net income:
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Amphenol Corporation (APH)
Up 35% over 12 months, Amphenol Corporation has a market cap of $12.88 billion and is traded at a P/E of 21.70. The dividend yield is 0.60%.
The current share price is around $80.94.
Incorporated in 1987, Amphenol Corporation designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and specialty cable. The markets for the global company's products are communication systems for the converging technologies of voice, video and data communications and a wide range of industrial applications including factory automation and motion control systems, medical and industrial instrumentation, and commercial aerospace and military applications, and many more.
Guru Action: As of June 30, 2013, Columbia Wanger reduced its position by 0.69%, selling 29,000 shares at an average price of $76.60, gaining 7.5%.
Columbia Wanger is the top guru stakeholder with 4,184,650 shares or 2.63% of shares outstanding.
Over a phenomenal five-year trading history, the firm averaged a gain of 215% on 828,250 shares bought at an average price of $25.71 per share. Columbia Wanger also gained 56% selling 1,608,300 shares at an average price of $51.91 per share.
Check out the very active insider selling and seven gurus holding APH.
Track share pricing, revenue and net income:
Akamai Technologies Inc. (AKAM)
Up 23% over 12 months, Akamai Technologies Inc. has a market cap of $8.3 billion and is traded at a P/E of 30.10. The company does not pay a dividend.
The current share price is around $46.55.
Incorporated in 1998, Akamai Technologies Inc. provides services for accelerating and improving the delivery of content and applications over the Internet. The company’s solutions are designed to help businesses, government agencies and other enterprises enhance their revenue streams and reduce costs by maximizing the performance of their online businesses.
Guru Action: As of June 30, 2013, the top guru stakeholder is Jim Simons, who made a new buy of 1,128,700 shares at an average price of $41.83 per share, for a gain of11.3%. Simons is one of nine gurus holding AKAM.
There is very active insider selling to report.
Across a five-year trading history, Jim Simons has sold out five times. Check out his remarkable history of gains:
Tracking share price, revenue and net income:
Analog Devices Inc. (ADI)
The current share price is around $49.17.
Up 26% over 12 months, Analog Devices Inc. has a market cap of $15.28 billion and is traded at a P/E of 23.80. The dividend yield is 2.80%.
The current share price is around $49.17.
Founded in 1965, Analog Devices Inc. is engaged in the design, manufacture and marketing of a portfolio of high-performance analog, mixed-signal and digital signal processing integrated circuits used in virtually all types of electronic equipment. The company's signal processing products play a fundamental role in converting, conditioning, and processing real-world phenomena such as temperature, pressure, sound, light, speed and motion into electrical signals used in electronic devices.
Guru Action: As of Sept. 30, 2013, Brian Rogers holds 4,135,000 shares or 1.33% of shares outstanding. He made a gain of 2.8% on his holding, at an average price of $47.84, in the third quarter of 2013.
Across a remarkable five-year trading history, he averaged a gain of 121% on 334,400 shares bought at an average price of $22.25 per share. He also gained 31% selling 1,422,400 shares at an average price of $37.42.
Check out the numerous gurus holding ADI in the second and third quarters of 2013. There is no insider activity to report.
Tracking share price, revenue and net income:
If you are not a Premium Member, we invite you for a 7-day Free Trial.
Check out the GuruFocus 52-week low screener to find not only US stocks with deep value but also thousands of others around the world.
