Tag: Value Investor

Be in the know. 12 key reads for Friday…

  1. Kraft Heinz Could Have Bad News. It’s Time to Buy the Stock. (Barron’s)
  2. The No. 1 Biotech Stock Just Squashed Earnings Views — Here’s Why (Investor’s Business Daily)
  3. Hedge Fund and Insider Trading News: Steve Cohen, Bill Ackman, Laurion Capital, Alden Global Capital, Black Diamond Therapeutics Inc (BDTX), SkyWest, Inc. (SKYW), and More (Insider Monkey)
  4. Trump, Xi Reaffirm Commitment to Phase-One Trade Deal (Bloomberg)
  5. The ‘Dividend Aristocrats’ Add 7 New Members (Barron’s)
  6. Honeywell’s Chief Technology Officer Explains the Significance of 5G (Barron’s)
  7. Elliott Management amasses $2.5B stake in bruised SoftBank (New York Post)
  8. U.S. Jobs Top Estimates With 225,000 Gain, Wages Accelerate (Bloomberg)
  9. The Big Dirty Secret Behind Wind Power (Bloomberg)
  10. Encouraging banks to tap Fed discount window could prevent another repo market freeze, says Quarles (MarketWatch)
  11. Peak Shale Will Send Oil Prices Sky High (OilPrice)
  12. Natural Gas: Capital Retreat To Send Prices 50% Higher (Seeking Alpha)

The end of oil, or just the beginning? (and Sentiment Results)

In the past week, sentiment on the Energy Sector has sunk to an all-time low (despite having the highest estimated earnings growth of any sector – for 2020).  Several prominent market figures have even called for the end of the sector.

Mark Twain once said, “Reports of my death have been greatly exaggerated.”

Continue reading “The end of oil, or just the beginning? (and Sentiment Results)”

Be in the know. 10 key reads for Monday…

  1. Saudis Weigh Large 1M barrel/day Oil Cuts in Response to Coronavirus (Wall Street Journal)
  2. OPEC+ considering further 500,000 bpd oil output cut: Sources (CNBC)
  3. Gilead Drug to Undergo Human Trials in China to Cure Coronavirus (Bloomberg)
  4. Gilead Sciences (GILD) Shares Surges as Remdesivir May Be Effective in Treating Coronavirus (Street Insider)
  5. Experimental drug for coronavirus to be tested in Wuhan (Global Times)
  6. Cocktail of flu, HIV drugs appears to help fight coronavirus: Thai doctors (Reuters)
  7. Toronto patient with 1st confirmed case of coronavirus discharged from hospital (CityNews)
  8. The ‘Odd’ Part of the Economy That Baffles Steve Schwarzman (Institutional Investor)
  9. He Really, Really Wants to Win at Cornhole (Wall Street Journal)
  10. The Rotation To Value Is Inevitable (ZeroHedge)

Be in the know. 10 key reads for Saturday…

  1. 4 Bargains to Be Found Among Stocks Hit by Coronavirus Fears (Barron’s)
  2. James Bond’s favorite car maker Aston Martin gets rescue investor (New York Post)
  3. UK formally leaves the European Union and begins Brexit transition period (CNBC)
  4. What Third Point Is Worried About in 2020 (Institutional Investor)
  5. S&P 500 wipes out gain for the year on coronavirus fears (Financial Times)
  6. The Inner Game: Why Trying Too Hard Can Be Counterproductive (Farnam Street)
  7. How Warren Buffett Made 50% Returns During His Partnership Days | Warren Buffett’s Investment Strategy Explained (Macro-Ops)
  8. Eight Things I Never Knew About Jack Dorsey (Ramp Capital)
  9. Ray Dalio Is Still Driving His $160 Billion Hedge-Fund Machine (WSJ)
  10. Drugmakers Are Racing to Develop a Coronavirus Vaccine (Barron’s)

Be in the know. 12 key reads for Sunday…

  1. Mario Gabelli Says It’s Time to Invest in Stocks That Will Save the World. These Two Stocks Fit the Bill. (Barron’s)
  2. How Will You Measure Your Life? (HBR)
  3. The House From Entourage Sells for $5.32 Million (Architectural Digest)
  4. DeLorean Confirms Plans to Produce Limited Run of Iconic DMC-12 (Maxim)
  5. Metallica frontman’s built-from-scratch vintage car collection goes on view in LA (designboom)
  6. February Almanac: Weak Link in Best Six Months (Almanac Trader)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. Episode 966: The Rise Of Putin (NPR)
  9. Why Is Joe Rogan So Popular? (The Atlantic)
  10. Taylor Swift: No Longer ‘Polite at All Costs’ (Variety)
  11. Japan’s Mystical Masterpiece, The Four Seasons Hotel Kyoto (JustLuxe)
  12. Libya Oil Closure a ‘Bullet in the Head,’ Says Bank Governor (Bloomberg)

Be in the know. 10 key reads for Saturday…

  1. How the stock market has performed during past viral outbreaks, as epidemic locks down 16 Chinese cities (MarketWatch)
  2. Sam Zell — Strategies for High-Stakes Investing, Dealmaking, and Grave Dancing (#407) (Tim Ferriss)
  3. Sports Gambling Will Be Huge. Buy These Stocks. (Barron’s)
  4. Stocks Catch a Cold After Fed Stops Expanding Its Balance Sheet (Barron’s)
  5. Porsche’s first Super Bowl ad since 1997 features car chase with its all-electric Taycan (CNBC)
  6. EIA expects U.S. net natural gas exports to almost double by 2021 (EIA)
  7. Life is Short (safalniveshak)
  8. Seth Klarman passionately defends value investing and said its time is coming again soon (CNBC)
  9. You Can Buy Into These Sports Teams. But the Valuations Are Lofty. (Barron’s)
  10. Opinion: Here’s what the Super Bowl ‘Predictor’ sees for stocks in 2020, depending on whether the 49ers or the Chiefs win (MarketWatch)

Be in the know. 12 key reads for Thursday…

  1. Boeing’s Latest Setback Could Have a Silver Lining (Wall Street Journal)
  2. 4 Tech Stocks With Big Dividends (Barron’s)
  3. IBM’s Turn Might Stick (Wall Street Journal)
  4. Bulletproof 1928 Caddy once owned by Al Capone up for sale for big bucks (Fox Business)
  5. The new kings of the bond market (Financial Times)
  6. White House has started work on second round of tax cuts to boost growth, Mnuchin says (CNBC)
  7. Greta Thunberg isn’t qualified to lecture the US on climate change, Treasury Secretary Steven Mnuchin says (Business Insider)
  8. ECB launches review that will redefine its mission and tools (Reuters)
  9. Secretive Startup Promises Satellite Internet for the Masses (Bloomberg)
  10. One value strategy now favors commodity sector over techs (MarketWatch)
  11. Pound Forecasters Tune Out BOE Cut Calls to Sound Upbeat (Bloomberg)
  12. Brexit Divorce Deal Clears U.K. Parliament (Wall Street Journal)