Undervalued Large-Cap Biotech And 'Big Pharma' Picks By Legendary Fund Managers

By Ganaxi Small Cap Movers:The biotech group as represented by the NYSE ARCA Biotech Index ($BTK) has been strong this year, now up over 21% YTD. With both the market and the biotech sector in strong bull mode, now maybe an opportune time to go 'shop' for biotech stocks.

By Ganaxi Small Cap Movers:In this article, via an analysis based on the latest available Q4 institutional 13-F filings, we identify the small and mid-cap oil & gas exploration & production companies (ex-natural gas focused companies that will be covered in a separate article) that are being accumulated and those being distributed by legendary or guru fund managers, such as Warren Buffett, George Soros, Carl I

By Ganaxi Small Cap Movers:Gold stocks, as represented by the Market Vectors Gold Miners ETF (GDX), have been weak in the last six months, with the index over 27% below the highs that it set in September of last year, and many gold stocks trading near 52-week lows.

By Ganaxi Small Cap Movers:In this article, via an analysis based on the latest available Q4 institutional 13-F filings, we identify the Chinese companies ex-Internet that are being accumulated and those being distributed by legendary or guru fund managers, such as Warren Buffet, George Soros, Carl Icahn, Steven Cohen and Mario Gabelli, that are well-known for their savvy picks of winning stocks year after year.

By Ganaxi Small Cap Movers:In this article, via an analysis based on the latest available institutional 13-F filings, we identify the software companies that legendary or guru fund managers favor the most based on their buying, and also the number of gurus that have a position and/or bought the stock during the quarter.

By Ganaxi Small Cap Movers:The average insurance company, as represented by the SPDR S&P Insurance ETF (KIE), is up about 10% YTD and approaching multi-year highs, as the immense write-downs taken during the 2008-09 recession become a fading memory.

By Ganaxi Small Cap Movers:Metals Miners as represented by the SPDR S&P Metals and Mining ETF (XME) are down about 7% for the year, after giving back gains from a new year's rally in January that carried the average stock in the group up 16% in the first five weeks of the year.

By Ganaxi Small Cap Movers:Shipping stocks as represented by the Guggenheim Shipping ETF (SEA) have been strong this year, up almost 15% YTD. The shipping group includes dry bulk shippers such as Dryships Inc.