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Graham Griffin
Retail - Defensive
August Members Engagement Meeting Recap
(Status: Rejected)
The power of the Excel Add-In
Stocks:
WMT
MCO
AMZN
JPM
BABA
Aug 04, 2021
β β β β β
Margaret Moran
Metals & Mining
Diamond Hill Capital Buys Wells Fargo, Sells JPMorgan
(Status: Rejected)
Firm reveals its portfolio updates for the 2nd quarter of 2021
Stocks:
FCX
WFC
KMB
JPM
AIG
Aug 04, 2021
β β β β β
Robert Stephens, CFA
Peter Lynch on the Dangers of Investing at the Top of the Market
(Status: Rejected)
Buying overvalued shares in a bull market can produce disappointing returns
Aug 04, 2021
β β β β β
James Li
Insurance
US Markets Start August Significantly Overvalued
(Status: Rejected)
Warren Buffett's top holdings remain overvalued based on GF Value
Stocks:
BRK.A
BRK.B
AAPL
AXP
Aug 03, 2021
Praveen Chawla
Drug Manufacturers
Pfizer - Wind Beneath its Wings
(Status: Rejected)
The Covid-19 vaccine is powering the drug giant to new heights
Stocks:
PFE
BNTC
VTRS
GSK
Aug 03, 2021
β β β β β
Margaret Moran
Industrial Products
Top 2nd-Quarter Buys of the Matthews Pacific Tiger Fund
(Status: Rejected)
Asia-focused fund invests in tech, banking and packaged foods
Stocks:
SZSE:300124
TPE:1216
NSE:ICICIBANK
TPE:2345
TPE:2330
Aug 03, 2021
Julie Young
Chemicals
US Stocks Close With Gains Tuesday
(Status: Rejected)
S&P 500 closes at new record high
Stocks:
DD
LLY
BABA
PEP
TWER
Aug 03, 2021
James Li
Vehicles & Parts
Matthews Japan Fund's Top 5 Trades in the 2nd Quarter
(Status: Rejected)
Japan-based fund releases quarterly portfolio
Stocks:
TM
TSE:7203
TSE:4185
TSE:6146
TSE:6273
Aug 03, 2021
Graham Griffin
Retail - Cyclical
Baillie Gifford's Top 5 2nd-Quarter Trades
(Status: Rejected)
Firm reels in its fourth largest holding
Stocks:
AMZN
GOOG
MA
TTD
TXG
Aug 03, 2021
β β β β β
Dilantha De Silva
Ray Dalio Defends the Bull Case for Chinese Stocks
(Status: Rejected)
The guru urges investors to focus on the big picture for China instead of recent regulatory decisions
Stocks:
DIDI
BABA
Aug 03, 2021
β β β β β
Ishan Majumdar
Healthcare Providers & Services
Inovalon Holdings: Is There a Further M&A Upside?
(Status: Rejected)
The company is in talks to be acquired by Stockholm-based Nordic Capital
Stocks:
INOV
Aug 03, 2021
Julie Young
Software
US Stocks Start the New Month Mostly Lower
(Status: Rejected)
Dow Jones ends with a loss of 0.28%
Stocks:
SQ
SPDC
GNOW
GDLC
TSLA
Aug 02, 2021
Wade W. Slome, CFA, CFP
Sleeping on Expensive Financial Pillows
(Status: Rejected)
Unfortunately, many investors are overpaying for their pillows in the form of overpriced, interest rate-sensitive bonds
Stocks:
AGG
SPY
^DJI
QQQ
Aug 02, 2021
β β β ββ
Sydnee Gatewood
Howard Marks Releases Memo: 'Thinking About Macro'
(Status: Rejected)
The legendary investor indentifies important macro issues from information that is unknowable
Stocks:
SPY
^DJI
QQQ
Aug 02, 2021
James Li
Oil & Gas
AzValor Managers FI's Top 5 Trades in the 2nd Quarter
(Status: Rejected)
Spanish fund releases quarterly portfolio
Stocks:
BCEI
HKSE:00468
ASX:AMA
TSX:CGX
VIV
Aug 02, 2021
Margaret Moran
Software
Square Rounds Out Offerings With Afterpay Acquisition
(Status: Rejected)
Similar business strategies make this acquisition a compelling growth opportunity
Stocks:
SQ
ASX:APT
PYPL
MA
JPM
Aug 02, 2021
β β β β β
Graham Griffin
Oil & Gas
Francisco Garcia Parames' Top 5 2nd-Quarter Trades
(Status: Rejected)
Two of the guru's top holdings are cut back
Stocks:
OSL:HLNG
MIL:SPM
LTS:0ONR
XSWX:ARYN
HKSE:00001
Aug 02, 2021
β β β β β
Sydnee Gatewood
Real Estate
Berkowitz's Fairholme Fund Takes a Spade to Largest Holding St. Joe
(Status: Rejected)
Fund releases 2nd-quarter portfolio
Stocks:
JOE
TSX:III
FNMA
FMCC
Aug 02, 2021
β β β β β
Dilantha De Silva
Semiconductors
Skyworks Solutions Is Still an Attractive Bet
(Status: Rejected)
The company reported better-than-expected earnings, but shares dropped 6%
Stocks:
SWKS
AAPL
GOOG
FB
CHTR
Aug 02, 2021
John Dorfman
Insurance
Allstate and PulteGroup Show Value Plus Growth
(Status: Rejected)
In the stock market, investors often feel that they can go for value or growth, but not both
Stocks:
ALL
PHM
SUPN
AMBZ
AX
Aug 02, 2021
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