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Teradata Corporation Message Board

  • edimani edimani Jul 8, 2012 11:20 PM Flag

    Billionaire James Dinan picks Teradata (TDC)

    James Dinan runs York Capital Management. He founded the firm in 1991 with $3.6 million mostly from colleagues at the investment bank Donaldson, Lufkin & Jenrette (DLJ), which was bought by Credit Suisse in 2000. In 2010, Dinan sold a 30% stake in York to Credit Suisse for a reported $425 million. York, which manages $15 billion in AUM, generated net returns of 40% in 2009 and 7.5% in 2010 but was down 5.9% last year.

    Here are James Dinan’s top 10 stock picks at the end of March:

    Company
    Ticker
    Value ($000s)
    Activity
    DOLLAR THRIFTY AUTOMOTIVE
    DTG
    428,101
    0%
    CITIGROUP INC
    C
    322,238
    96%
    GOODRICH CORP
    GR
    302,129
    1%
    HERTZ GLOBAL HOLDINGS
    HTZ
    295,389
    62%
    GENERAL MOTORS CO
    GM
    234,977
    11%
    BANK OF AMERICA CORP
    BAC
    226,972
    585%
    TYCO INTERNATIONAL
    TYC
    221,911
    87%
    SARA LEE CORP
    SLE
    179,654
    58%
    ISHARES TRUST
    IWM
    167,690
    24%
    CATERPILLAR INC
    CAT
    162,177
    New
    New additions to York Capital this quarter include Caterpillar (CAT), Illumina (NASDAQ: ILMN), United Rentals (URI), Teradata (TDC), and United Technologies (UTX). Big additions were made to Bank of America (NYSE: BAC), Citigroup (NYSE: C), British Petroleum (BP), Tyco (TYC), and Chemtura (CHMT). With Roche walking away from ILMN after refusing to offer more than $51.00, we think there’s an interesting opportunity to buy as shares dip. ILMN has an attractive portfolio of genetic analysis solutions that plays well into molecular diagnostics, which we think other large companies would be interested in buying.

 
TDC
42.37-0.26(-0.61%)Jul 28 4:01 PMEDT

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