Tag: Value Investor

Be in the know. 17 key reads for Thursday…

  1. 13 Stock Ideas From Top Value Managers (Barron’s)
  2. Gilead’s Remdesivir Is a Rare Example of Foresight in This Pandemic (Bloomberg)
  3. What’s Good for Banks Isn’t Necessarily Good for Bankers (Wall Street Journal)
  4. Deals Aren’t Dead. Here Are 12 Stocks That Could Become Buyout Targets (Barron’s)
  5. Green Shoots for the Economy and 5 More Things to Know (Barron’s)
  6. As Stock Buybacks Disappear, Dividends Stand to Gain (Barron’s)
  7. As States Reopen, Home Purchase Applications Rise for the Fourth Week in a Row (Barron’s)
  8. Mnuchin Seeks to Assuage Investors After Powell’s Gloomy Outlook (Bloomberg)
  9. Trump Says He Disagrees With Fauci’s Concerns Over Reopening (Bloomberg)
  10. Wisconsin Supreme Court strikes down state’s ‘stay-at-home’ order (CNBC)
  11. A London-based trading house bought 250,000 barrels of oil during the historic plunge below $0, and likely made a fortune. (Business Insider)
  12. U.S. weekly jobless benefits to stay elevated as coronavirus layoffs widen (Reuters)
  13. AbbVie’s Potential Is ‘Underappreciated,’ Says Morgan Stanley Analyst (Benzinga)
  14. The Swedish Model Trades More Disease for Less Economic Damage (Bloomberg)
  15. Oil Price Crash Could Hurt Trump in Texas, Help in Pennsylvania (Bloomberg)
  16. New York and New Jersey Start to Reopen Their Economies (Wall Street Journal)
  17. Fed TALF Revision Could Help Clear CLO Logjam (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. PulteGroup (PHM) says recent sales trends have been more encouraging (Street Insider)
  2. Is (Systematic) Value Investing Dead? (AQR)
  3. Berkshire Hathaway Stock Has Rarely Been This Cheap (Barron’s)
  4. Marriott, Cisco, DraftKings, and Other Stocks to Watch This Week (Barron’s)
  5. 9 Value Stocks Investors Are Buying While Buffett Waits (Barron’s)
  6. Under virus pressure, Saudi Aramco may cut government payout (Reuters)
  7. AMC Entertainment’s stock soars after report Amazon has expressed buyout interest (Yahoo! Finance)
  8. One Sign That Outperforming Active Managers Will Continue to Outperform (Institutional Investor)
  9. Coronavirus crisis: does value investing still make sense? (Financial Times)
  10. America’s Smallest Stocks Are Staging a Comeback (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Shanghai Disneyland tickets sell out as park prepares to reopen (Fox Business)
  2. Southwest to raise $815 million through sale and leaseback of 20 planes (Reuters)
  3. The 22 Most Expensive Homes in the World for Sale (Robb Report)
  4. Order An Entire Meal From Texas Roadhouse And We’ll Guess How Old You Are (BuzzFeed) (It said I was 19!)
  5. R.I. teen creates non-profit org. to provide smart tech to patients isolated from loved ones (OANN)
  6. Little Richard, Founding Father of Rock Who Broke Musical Barriers, Dead at 87 (RollingStone)
  7. Why Ford Took The Bronco Off The Market – And Why It’s Bringing It Back (digg)
  8. Automobili Pininfarina Is Speeding Into a New Era of Hypercars (Maxim)
  9. This Weekend: NASCAR Makes Virtual Return to Historic North Wilkesboro Speedway (The Drive)
  10. Episode 998: Journey To The Center Of The Fed (NPR Planet Money)
  11. Bad Arguments and How to Avoid Them (Farnam Street)
  12. 7 Early Attempts at Self-Driving Cars (Mental Floss)
  13. MiB: Jim Bianco of Bianco Research (Bloomberg)
  14. Relocated UFC 249 could ‘bring sense of normalcy to people’ (Fox Business)
  15. Epidemics in World History, With Frank M. Snowden (CFR)
  16. Oil is the Comeback King (Futures Mag)
  17. The One Factor That Will Determine The Size Of India’s LNG Boom (OilPrice)
  18. Sam Zell: Nice Distressed Real Estate Bargains Are Ahead (Chief Investment Officer)
  19. Lawmakers urge punishment for banks that won’t back drillers (Pensions & Investments)
  20. Ferrari sales and other Luxury Cars beat Estimates as Global Car sales plummet (Luxuo)

Be in the know. 20 key reads for Saturday…

  1. Guy Fieri raised $20 million for restaurant workers amid pandemic (New York Post)
  2. Battered Builder Stocks Could Be Hot Properties Again (Barron’s)
  3. A Stock to Bet on a Recovery in Gambling (Barron’s)
  4. 9 Value Stocks Investors Are Buying While Buffett Waits (Barron’s)
  5. Walmart and other superstores continue coronavirus-fueled hiring spree (New York Post)
  6. Mad Dash for Small-Business Loans Slows Down to Glacial Pace (Bloomberg)
  7. When United Pawned Old Jets, Bond Traders Sent a Stark Warning (Bloomberg)
  8. Fresh Coronavirus Wave Won’t Require Shutdown, White House Says (Bloomberg)
  9. ‘Survival Mode’: How Billionaire Bosses Tackle the Pandemic (Bloomberg)
  10. Bain Capital makes $1bn bet on Japan’s nursing homes (Financial Times)
  11. ‘We’ve seen the lows in March’ for stocks, says man who called Dow 20,000 in 2015, ‘and we will never see those lows again’ (MarketWatch)
  12. New study claims vitamin D deficiency may impact coronavirus mortality rates (MarketWatch)
  13. Royal Caribbean’s stock rallies after COVID-19-related business and liquidity update (MarketWatch)
  14. Elon Musk Says He’ll Be Working on the Tesla Assembly Line Today (Futurism)
  15. Leading Cause of Death in U.S.? Hint: It Isn’t Covid-19 (Wall Street Journal)
  16. Rolls-Royce Cullinan: A Bid for Rich Millennial Buyers (Wall Street Journal)
  17. If Charlie Munger Didn’t Quit When He Was Divorced, Broke, and Burying His 9 Year Old Son, You Have No Excuse (joshuakennon)
  18. Ariel Investments Chairman John Rogers: We’re buying stocks, ‘leaning in looking for opportunities’ (Yahoo! Finance)
  19. An Apology for Small-Cap Value (Verdad)
  20. Warren Buffett Berkshire Hathaway Annual Meeting Transcript 2020 (Rev)

The Chainsmokers “Don’t Let Me Down” Stock Market (and Sentiment Results)…

The song we selected to embody the sentiment of the stock market this week is, “Don’t Let Me Down” by the Chainsmokers.  Continue reading “The Chainsmokers “Don’t Let Me Down” Stock Market (and Sentiment Results)…”

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 27

Article referenced in VideoCast above:

The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)…

Be in the know. 20 key reads for Thursday…

  1. The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)… (ZeroHedge)
  2. Target says same-store sales rose more than 7% so far in first quarter as digital sales double (CNBC)
  3. Stocks Still Make Sense for The Long Term (Barron’s)
  4. The Next Coronavirus Package Might Not Pass Until June (Barron’s)
  5. Restaurant Chains Received Many of the Biggest Paycheck Protection Loans (Barron’s)
  6. Texas Instruments Bets Big on Shelf Life (Wall Street Journal)
  7. Private Equity to Get Squeezed Out of Another Stimulus Program (Bloomberg)
  8. Kuwait Cutting Oil Output Ahead of Schedule, Minister Says (Bloomberg)
  9. Germophobes Shunning Public Transit Give Carmakers a Bit of Hope (Bloomberg)
  10. Harvard Professor Reaps 17,000% Return on Early Moderna Bet (Bloomberg)
  11. Hot Pharma Stock Rallies After Strong Earnings (Investor’s Business Daily)
  12. What to Watch: The Return of Michael Jordan, the End of ‘Homeland’ (Wall Street Journal)
  13. 565 Americans Have Lost Their Job For Every Confirmed COVID-19 Death In The US (ZeroHedge)
  14. Las Vegas Sands predicts speedy recovery in Asia on pent-up gambling demand (StreetInsider)
  15. RBC Capital Handicaps Gilead Sciences (GILD) Upcoming Remdesivir Data (StreetInsider)
  16. 5 Buy-Rated Oil Stocks Trading Under $10 With Massive Upside Potential (24/7 Wall Street)
  17. Steve Forbes: How Trump can help our oil industry now and skip Pelosi’s stall tactics (Fox Business)
  18. The Curious Case of Dmitry Balyasny (Institutional Investor)
  19. The Chinese Trick That Could Save Oil (Yahoo! Finance)
  20. Oil jumps 25%, extending Wednesday’s rally as traders bet on US production cuts (CNBC)