Submitted by MarketFolly on Tue, 2016-10-25 12:58
- Below are some notes from the 2016 Great Investors Best Ideas conference in Dallas, TX. It featured prominent investors sharing investment ideas to benefit the Michael J. Fox Foundation for Parkinson's research and Vickery Meadow Youth Development Foundation.
- Mario Gabelli: Likes Herc Holdings, recent spin-off from Hertz Global, as a play on infrastructure: thinks EBITDA margins widen up to 1000 basis points.
Submitted by MarketFolly on Tue, 2016-10-25 12:47
- Dmitry Balyasny's hedge fund firm Balyasny Asset Management has filed a 13G with the SEC regarding its stake in Oasis Petroleum.
- Per the filing, Balyasny now owns 6% of OAS with over 13.75 million shares.
- The filing was made due to activity on October 18th. We also just recently highlighted how SPO Advisory reduced its Oasis Petroleum stake this month as well.
Submitted by MarketFolly on Tue, 2016-10-25 12:45
- This will be the premier investment conference in Australia and will take place on November 11, 2016 at the Sydney Opera House.
- Like the other Sohn events around the world, it will feature top fund managers sharing investment ideas to benefit charity and good causes.
- Proceeds from Sohn Australia will be dedicated to medical research and care within the prestigious Victor Chang Cardiac Research Institute as well as the Black Dog Institute, MS Research Australia and JDRF Australia.
Submitted by Dividends4Life on Tue, 2016-10-25 07:34
Linked here is a detailed quantitative analysis of HCP, Inc. (HCP). Below are some highlights from the above linked analysis:
Company Description: Health Care Property Investors, Inc. is a California based equity-oriented real estate investment trust that has direct or joint venture investments in health care-related facilities across the U.S...
Submitted by MarketFolly on Mon, 2016-10-24 13:03
- Value investor Bill Miller of LMM Investments appeared on CNBC today and thinks we're in a secular bull market that began in March 2009.
- He likes One Main Financial, bought in the spring, still thinks it's 'crazy cheap.
- Bill Miller has owned Amazon since the IPO and still owns it today.
Submitted by Dividend Growth... on Mon, 2016-10-24 10:04
With dividend growth investing, the goal is identify a company that grows earnings and distributions, and then purchase that company, without overpaying dearly for its prospects. A rising stream of dividend income is just one of the outcomes of a successful business for further research. Investing in dividend growth stocks is a long-term endeavor, which benefits only those who are willing to patiently sit and compound their wealth and income for decades.
Submitted by Dividends4Life on Mon, 2016-10-24 07:16
Driven by computers that cost more than the average person will earn in their lifetime the investment markets move at light speed. To keep pace hedge funds, mutual funds, institutional investors and multi-billion dollar money managers spend large sums of money on high-tech tools to give them an edge. So, what chance does a small individual investor have? Not much of a chance if you let the Wall Street players define the rules.
Submitted by ntobik on Fri, 2016-10-21 13:42
- They're simple things to keep in mind that get you in the ball park of reality quickly without doing much work.
- People need to be reminded about the things they aren't good at, or the things that need improvement.
- Quality related material - The company's employees routinely cut corners and need to be reminded to be careful and take their time.
Submitted by MarketFolly on Fri, 2016-10-21 08:15
- Rich Pzena of Pzena Investment Management appeared on CNBC yesterday and said the market has divided into 2 groups: those that are in sync with the 'lower for longer' philosophy and those aren't cheap stocks, and those that are out of sync like financials/energy/materials that are selling for attractive valuations.
- On the market in general, he says that, "The steady decline in the 10-year is what's caused this whole market situation. And now, maybe it's bottoming."
Submitted by MarketFolly on Fri, 2016-10-21 08:00
- On the market: "I think the market's fairly valued; I don't think it's cheap, I don't think it's expensive; there's pockets of value. It's hard to get excited about corporate earnings growth right now."
- On hedge funds: "I think the fact that we're no longer in a one directional market is going to remind people why they want to be in hedge funds again. I believe this is the kind of market where a fund like ours can find interesting situations and take advantage of the volatility."
Submitted by MarketFolly on Fri, 2016-10-21 07:55
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Submitted by MarketFolly on Thu, 2016-10-20 13:24
- Joel Greenblatt's investing secrets revealed [Barrons].
- 27 charts that will change how you think about the American economy [Vox].
- Preparing for the future of artificial intelligence.
Submitted by Ken Faulkenberry on Thu, 2016-10-20 10:24
Raytheon has an excellent balance sheet and a better than average valuation. A better outlook for profitability and growth could make this a great investment.
Submitted by Dividends4Life on Thu, 2016-10-20 07:20
Submitted by MarketFolly on Wed, 2016-10-19 12:33
- Noted short seller Jim Chanos of hedge fund Kynikos Associates just spoke with CNBC about.
- Chanos confirmed he's still short Tesla amid rumors that the Model 3 is delayed with production/deliveries.
- Chanos also pointed out that the China real estate bubble still hasn't happened yet so that's still ahead of us, he says.