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Five Stock Picks that Two Noted Traders Agree are 'Awesome'

December 27, 2012 9:58 AM EST
Stock guru and TV sensation Jim Cramer and noted hedge fund titan George Soros have had ups and downs in the market over the years.

Insidermonkey thought it would be fun to see just what stocks Crames and Soros agree on. Analysis comes from Cramer's Charitable Trust holdings as the most recent 13F filed by Soros.

As most market followers know, George Soros probably has one of the more diversified portfolios (or, at least the largest amount of tickers). For a full listing of Soros most recent moves, click here.

Of course, the following list will be old news, so maybe these stocks will be a sale heading into 2013?
  1. American International Group (NYSE: AIG):

    Soros started a stake at 499,092 shares last quarter, while Cramer has about 2,700 shares. YTD performance has AIG up about 52 percent, boosted by the U.S. Treasury finally unloading its stake and a few smart sales by CEO Robert Benmosche.

  2. General Electric (NYSE: GE):

    Soros bumped up his stake by 58,527 shares for a total of 237,272 shares. Cramer's Trust holds about 4,000. GE is a venerable performer, moving up nearly 20 percent in 2012. Steven Cohen also likes GE, adding 4,665,071 shares last quarter to a total of 4,680,499 shares.

  3. SunTrust Bank (NYSE: STI):

    Cramer's Trust is at 3,500 shares and Soros added 56,935 shares to 114,239 total. Post-third quarter action was a little tough for SunTrust, but the financial is up 60 percent in 2012.

  4. Home Depot (NYSE: HD):

    With pending home sales, housing prices, and other metrics showing positive indications in 2012, this may be a winner in 2013 as well. Cramer holds 1,000 (which is indicated as a 'new stake') and Soros also took out a new stake to the tune of 57,352 shares. "The Depot" is up 48 percent in 2012.

  5. Apple, Inc. (Nasdaq: AAPL):

    Finally, of course, is Apple. Though shares have been hammered since September, many believe its a pre-fiscal cliff sell-fest and Apple will rebound in 2013. Two traders that are hoping that's true include Cramer (175 shares) and Soros (added 36,169 shares to 56,609 total).

    What's funny about Apple is that despite the recent weakness, it is still up over 27 percent for the year. Current price-to-earnings is 11.6 times while forward is a svelte 9 times.


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