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Margaret Moran
Vehicles & Parts
Automotive Stocks: Overheated or Underappreciated?
(Status: Rejected)
Ford, GM and Stellantis seem poised for growth, despite chip shortages limiting sales
Stocks:
F
GM
STLA
INTC
Jun 16, 2021
β β β β β
James Li
Drug Manufacturers
4 Warren Buffett Holdings Trading at Low Price-to-Free Cash Flow Ratios
(Status: Rejected)
Stocks with high profitability and low valuations owned by Berkshire Hathaway
Stocks:
ABBV
KR
DVA
GL
BRK.A
Jun 16, 2021
β β β β β
Graham Griffin
Asset Management
Value Investing Live Recap: Steven Kiel
(Status: Rejected)
Key questions and takeaways
Stocks:
SYTE
NTP
Jun 16, 2021
β β β β β
Sydnee Gatewood
Software
Lone Pine Swipes Stake in Marqeta as Company Hits the Market
(Status: Rejected)
Steve Mandel's firm invests in newly public fintech company
Stocks:
MQ
UBER
SQ
DASH
SHOP
Jun 16, 2021
β β β β β
Rupert Hargreaves
Insurance
How Charlie Munger's Inversion Theory Can Produce Better Investment Outcomes
(Status: Rejected)
By inverting problems, we can uncover blind spots
Stocks:
BRK.A
BRK.B
Jun 16, 2021
β β β β β
Ishan Majumdar
Furnishings, Fixtures & Appliances
Applied UV: Excellent Test Results for SteriLumen Against Covid-19
(Status: Rejected)
Recent test results indicate that the company's surface disinfection technology is effective in killing the SARS-CoV-2 virus
Stocks:
AUVI
MAR
H
Jun 16, 2021
Dilantha De Silva
Retail - Cyclical
RH: A Buffett-Backed Growth Machine
(Status: Rejected)
The company is eyeing a large-scale international expansion
Stocks:
RH
Jun 16, 2021
Steve Gray Booyens
Industrial Distribution
Pool Corp Is a Silent Monster
(Status: Rejected)
Not many appreciate the power and prowess of the company and think it's overvalued
Stocks:
POOL
Jun 15, 2021
β β β β β
Margaret Moran
Software
Oracle Corp: Strong Cloud Growth at a Fair Value
(Status: Rejected)
The company's fiscal 4th quarter demonstrated strong top and bottom line growth
Stocks:
ORCL
Jun 15, 2021
James Li
Transportation
4 Airline Stocks Outperforming the S&P 500 Over the Past 6 Months
(Status: Rejected)
Stocks to consider as US and European Union resolves aircraft disputes
Stocks:
ALK
SAVE
HA
MESA
BA
Jun 15, 2021
Sydnee Gatewood
Semiconductors
Sarah Ketterer's Favorite Tech Stocks
(Status: Rejected)
Two of the companies are among her top 10 holdings as of the 1st quarter
Stocks:
TSM
INFY
SABR
CNXC
AVGO
Jun 15, 2021
Graham Griffin
Asset Management
Prem Watsa's Atlas Holding Grows on Notes Exchange
(Status: Rejected)
Company completes exchange and amendment of Fairfax Senior Notes
Stocks:
ATCO
BB
RFP
KW
CCAP
Jun 15, 2021
Margaret Moran
Banks
JPMorgan Is Betting Inflation Numbers Will Pop
(Status: Rejected)
The bank is hoarding cash in preparation for an inflation spike and subsequent interest rate increase
Stocks:
JPM
Jun 15, 2021
Steve Gray Booyens
Oil & Gas
Canadian Natural Resources to Continue Its Momentum
(Status: Rejected)
The company's M&A activity, strong cash flows and long-term underperformance could see it sustain momentum
Stocks:
CNQ
Jun 15, 2021
β β β β β
Rupert Hargreaves
Hardware
Seth Klarman's Advice on Diversification
(Status: Rejected)
The right level of diversification depends on an investor's goals
Stocks:
AAPL
MSFT
Jun 15, 2021
β β β β β
John Engle
Retail - Cyclical
The Inevitable Popping of the Lumber Bubble
(Status: Rejected)
The price of lumber has been on a wild ride in recent months
Stocks:
GME
Jun 15, 2021
Nathan Parsh
Banks
3 Regional Banks to Consider for Yield
(Status: Rejected)
Finding yield is hard, but these regional banks offer yields at least 100 basis points above the market average
Stocks:
HBAN
KEY
WABC
Jun 15, 2021
Margaret Moran
Industrial Products
GE and Safran: Developing the Future of Aircraft Engines
(Status: Rejected)
This joint venture of best-selling aircraft engines is focusing on clean energy
Stocks:
GE
XPAR:SAF
BA
XPAR:AIR
Jun 14, 2021
β β β β β
James Li
Biotechnology
Novavax Reports 90% Effectiveness Rate for Covid-19 Vaccine
(Status: Rejected)
The clinical-stage biotech company sees the potential need for booster shots
Stocks:
NVAX
Jun 14, 2021
Graham Griffin
Conglomerates
Toshiba Executives Ousted After Scandal
(Status: Rejected)
Pressure on activist shareholders to vote alongside board of directors
Stocks:
TOSYY
Jun 14, 2021
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