Tag: StockMarket

Be in the know. 30 key reads for Saturday…

  1. Energy Stocks Are Down Almost 50% This Year. Time to Buy. (Barron’s)
  2. 33 Undervalued Stocks for the Fourth Quarter (Morningstar)
  3. Industrial Stocks Are Getting Ready for 10 Years of Outperformance. Here’s How to Play It. (Barron’s)
  4. Opinion: Get ready for a good earnings season for big U.S. banks (MarketWatch)
  5. Fed’s Bullard Says Enough Resources With Expected Labor Rebound (Bloomberg)
  6. Natural Gas Could Rise Fast, and One Producer is Poised to Gain (Barron’s)
  7. Bankruptcies Show a Surprising Decline (Bloomberg)
  8. Earnings Season Is About to Start. It Could Be Better Than You Think (Barron’s)
  9. Never Mind the Narratives: ‘This Market Wants to Go Higher’ (Never Mind the Narratives: ‘This Market Wants to Go Higher’ (Bloomberg)
  10. The Bull Case for Bank of America (Barron’s)
  11. Eaton Vance Deal Presages More Money-Manager M&A (Barron’s)
  12. Those Earnings Calls Better Be Upbeat (Bloomberg)
  13. Berkshire Hathaway’s R. Ted Weschler Bought Up Dillard’s Stock (Barron’s)
  14. Dow notches best week since August even as stimulus progress stalls (MarketWatch)
  15. Why an Activist Took Aim at Disney’s Dividend (Barron’s)
  16. The American Dream: Bringing Factories Back to the U.S. (Barron’s)
  17. The Trump administration makes a $1.8 trillion stimulus offer to Democrats, which includes $400 federal unemployment benefits and $1,200 direct payments (Business Insider)
  18. Deciphering what Nelson Peltz is up to in the investment management space (CNBC)
  19. Facebook, Amazon, Google and Apple refute House Judiciary report suggesting Big Tech restraints (USA Today)
  20. Waymo Ditches Human Safety Drivers in Its Self-Driving Taxis (Futurism)
  21. Adam Grant — How to Remember Anything (#471) (Tim Ferriss)
  22. Anti-monopoly vs. Antitrust (stratechery)
  23. How Comfortable Are You Holding Stocks For 30 Years? (awealthofcommonsense)
  24. Dividend Growth Investing Principles (dividendgrowthinvestor)
  25. Why Life Can’t Be Simpler (Farnam Street)
  26. From the Bronx to Billions: What 50+ Years in the Markets will Teach You with Leon Cooperman (Prime Quadrant)
  27. Navigating Big Debt Crises by Ray Dalio (Ray Dalio)
  28. Activist Investor Dan Loeb on Why Disney Needs to Double Its Streaming Spending (EXCLUSIVE) (Variety)
  29. China: The Dragon in Winter (First Eagle)
  30. Warren Buffett bought Microsoft stock after meeting Bill Gates and made a $37 billion acquisition thanks to a chance encounter. Here are his 10 best quotes from an interview in a new book. (Business Insider)

Be in the know. 25 key reads for Friday…

  1. Icahn sees energy sector rebound but urges patience (StreetInsider)
  2. Don’t miss out on this ‘generational opportunity’ in the stock market, hedge-fund manager says (MarketWatch)
  3. GE Stock Could Gain 50%. Goldman Sachs Explains Why. (Barron’s)
  4. Gilead’s remdesivir shaved five days off COVID-19 recovery time, reduced risk of death in some (StreetInsider)
  5. Gilead (GILD) Has Enough Remdesivir Supply on Hand to Treat All Hospitalized U.S. COVID Patients (StreetInsider)
  6. ValueAct’s Morfit says Citigroup positioned for growth, sees higher share price (StreetInsider)
  7. BofA Securities Upgrades Franklin Resources (BEN) Two-Notches to Buy on LM Deal, Strong Balance Sheet (StreetInsider)
  8. Goldman Sachs Reinstates General Electric (GE) at Buy (StreetInsider)
  9. Coronavirus mortgage bailouts fall below 3 million in pandemic’s biggest decline (CNBC)
  10. A breakdown of whether the Democrats’ stimulus bill is actually a ‘bailout’ of blue states (CNBC)
  11. Cheapest Small-Cap Stocks in 20 Years Shows Rally Can Keep Going (Bloomberg)
  12. U.S. bank stocks are fine, if you are rich in patience (Reuters)
  13. Opinion: Value stocks are poised to crush growth stocks after the presidential election (MarketWatch)
  14. Waymo Begins Fully Driverless Rides for All Arizona Customers (Bloomberg)
  15. Rich Americans Are Protecting Their Fortunes From a Possible Biden Win (Bloomberg)
  16. ‘A paradise for growth investors’: A Baillie Gifford fund manager overseeing almost $2 billion explains why investors are underestimating Japanese stocks – and shares his 3-part strategy for picking winners. (Business Insider)
  17. Coca-Cola, AMEX and Moody’s: Warren Buffett doubles his money on these stocks every 2 to 5 years (USA Today)
  18. Bullish signal suggesting further market upside (Business Insider)
  19. Renminbi jumps by most in more than 4 years as China returns to work (Financial Times)
  20. Domestic travel over Golden Week boosts China’s economic recovery (Financial Times)
  21. Why BofA Securities Income and Growth Portfolio Stocks May Be the Best 2021 Picks (24/7 Wall Street)
  22. Stimulus Talks Resume, but a Deal Remains Elusive (Wall Street Journal)
  23. IBM to Spin Off Services Unit to Accelerate Cloud-Computing Pivot (Wall Street Journal)
  24. Wells Fargo CEO Finds Himself on Defense After a Tough First Year (Wall Street Journal)
  25. Indonesia Has 270 Million People—and One of the World’s Lowest Covid-19 Testing Rates (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Coty Is One of 2020’s Worst-Performing Stocks. Why an Analyst Says Its Time to Buy. (Barron’s)
  2. Chevron Is Now the Biggest U.S. Oil Stock. (Barron’s)
  3. Emerging Markets Are Looking Attractive. Strategists Are Still Wary. (Barron’s)
  4. Cruise Stocks Are Climbing After a J.P. Morgan Analyst Boosts Price Targets (Barron’s)
  5. Wynn Resorts Stock Can Double: Fund Manager (Barron’s)
  6. Regeneron seeks emergency approval for COVID-19 drug that Trump took (New York Post)
  7. Eli Lilly seeks emergency use of its antibody drug for COVID-19 (New York Post)
  8. Fleetwood Mac’s ‘Dreams’: Mick Fleetwood recreates viral, cranberry juice-swigging TikTok video (USA Today)
  9. Westchester Home Prices Pushed to Record High By Bidding Wars (Bloomberg)
  10. Trump Says Eli Lilly Drug to Be Approved And He’s Not Contagious (Bloomberg)
  11. Hydrogen’s Dirty Little Secret (Wall Street Journal)
  12. Exxon Could Get a Chemical Turbo Boost if Oil Rebounds (Wall Street Journal)
  13. Lyft Orders Up a Side Dish (Wall Street Journal)
  14. Molson Coors (TAP) PT Raised to $62 at Guggenheim, Named ‘Best Idea’ (Street Insider)
  15. Wells Fargo cuts more jobs as part of earlier cost-cutting drive (Street Insider)
  16. Trump calls contracting coronavirus ‘blessing from God’ as Regeneron files for FDA approval (MarketWatch)
  17. Can Airport Covid Testing Get People Flying Again? (Wall Street Journal)
  18. Onto a new cloud — IBM to spin off managed infrastructure services unit (MarketWatch)
  19. Bausch Health shares jump 6% premarket after company offers upbeat revenue guidance (MarketWatch)
  20. AMC Entertainment expects 520 of its 600 U.S. theaters to be open by mid-October (MarketWatch)