Trade Like Soros

Soros may not believe in this depletion but he may believe that enough people will believe this theory that the price of oil will be driven up. Soros is also a political opponent of the Bush admistration (he once stated that driving Bush out of office was the main focus of his life) and he may believe that the Bush administration's policies are also pushing these industries higher.

In his latest filing he also seems to like the mass retail sector with new positions in JC Penney (JCP Quote - Cramer on JCP - Stock Picks), Kohl's (KSS Quote - Cramer on KSS - Stock Picks) and Target (TGT Quote - Cramer on TGT - Stock Picks). Penney, in particular, seems undervalued. To see other portfolios that own or recommend Penney, click here. One interesting portfolio is from the Sept. 28 airing of Mad Money where Jim Cramer commented on his ten favorite retail stocks, which include several that overlap with Soros' portfolio.

Soros could also be thinking that we have the potential for a new technology boom in the stock market because he has started increasing his positions in several blue-chip tech companies including Cisco (CSCO Quote - Cramer on CSCO - Stock Picks), Qualcomm (QCOM Quote - Cramer on QCOM - Stock Picks), and Corning (GLW Quote - Cramer on GLW - Stock Picks) and several others that are found at this portfolio page. Soros looks at demographic trends, and with bandwidth needs and capabilities increasing every day he seems to be making a bet on the companies most likely to benefit.

For more details on Soros' holdings, check out his page at Stockpickr. Also, to get regular updates on his holdings and when his Stockpickr page is updated, rate his portfolio with four stars and you will get email notifications of whenever the portfolio is updated. It's also interesting to see which funds have recently added the same positions that are in Soros' portfolio to see which stocks might be under accumulation.

To comment or ask questions on Soros' portfolio, feel free to enter comments in the bottom right section of Soros' page on Stockpickr.

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