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Smead Capital Management
Buffett: No Fish in the Barrel
(Status: Pending)
The Berkshire Hathaway annual meeting was a mixture of caution, wisdom and honesty. This was very refreshing after last year's historical pep talk, which was void of any pep and light on wisdom
Stocks:
BRK.B
May 03, 2021
★★★★★
Sydnee Gatewood
Berkshire Hathaway Reports Strong 1st Quarter as Businesses Begin to Recover
Buffett continues to buy back stock as bargain acquisition deals remain scarce
Stocks:
BRK.A
BRK.B
May 03, 2021
Ishan Majumdar
Teladoc Health: The Recent Crash Was to Be Expected
(Status: Pending)
Despite seeing initial success from the Livongo acquisition, the telehealth provider's losses are widening
Stocks:
TDOC
LVGO
May 03, 2021
★★★★☆
John Dorfman
91-Year-Old Man Wins My Stock-Picking Competition
(Status: Pending)
Despite his age, Zedler's picks in my stock-selection contest were newish companies
Stocks:
RIO
May 03, 2021
★★★★☆
Panos Mourdoukoutas
Buffett Explains Why SPAC Mania Won't Go on Forever
(Status: Pending)
The model of deploying other people's money is a recipe for wasting resources
May 02, 2021
★★★★★
Dilantha De Silva
EBay's Recent Pullback Offers a Good Opportunity for Value Investors
(Status: Pending)
Shares declined following the release of first-quarter earnings
Stocks:
EBAY
May 01, 2021
★★★☆☆
Margaret Moran
Top 1st-Quarter Trades of the Smead Value Fund
(Status: Pending)
Contrarian fund ups stakes in out-of-favor oil and pharma picks, trims top holdings
Stocks:
CVX
VTRS
TGT
DISCA
Apr 30, 2021
Graham Griffin
Bestinfond's Top Trades of the 1st Quarter
(Status: Pending)
Spanish fund establishes several new holdings
Stocks:
XPAR:STLA
XAMS:INPST
XPAR:EL
OCSE:PNDORA
Apr 30, 2021
James Li
Value Partners' Top 4 Trades During 2nd Half of 2020
(Status: Pending)
Hong Kong-based firm's Classic Fund swaps 2 retail companies for 2 others
Stocks:
PDD
BABA
VIPS
JD
HKSE:09988
Apr 30, 2021
Sydnee Gatewood
Leon Cooperman Sees Market Lower a Year From Now
(Status: Pending)
Guru points to tax, rate and inflation pressures in CNBC interview
Apr 30, 2021
Sydnee Gatewood
Bruce Berkowitz's Fairholme Fund Cashes Out of Bank of America, Chips Imperial Metals Stake
(Status: Pending)
Fund of renowned guru releases 1st-quarter portfolio
Stocks:
BAC
TSX:III
JOE
Apr 30, 2021
Nathan Parsh
General Dynamics Exceeds Expectations
(Status: Pending)
A look at the company following earnings and a 17% increase in share price
Stocks:
GD
Apr 30, 2021
Steven Chen
CEO Letters That Demonstrate Shareholder Orientation
(Status: Pending)
These business leaders essentially think like value investors
Stocks:
FIZZ
CACC
NRC
Apr 30, 2021
★★★★★
Rupert Hargreaves
What We Can Learn from Berkshire Hathaway Energy
(Status: Pending)
Thoughts on one of the jewels in Warren Buffett's business empire
Stocks:
BRK.A
BRK.B
AMZN
Apr 30, 2021
Rupert Hargreaves
3 Things to Look Out For at Berkshire Hathaway's Annual Meeting
(Status: Pending)
Comments to look out for that could provide some insight into Berkshire's future
Stocks:
BRK.A
BRK.B
Apr 30, 2021
Margaret Moran
First Solar's Earnings Shine in 1st Quarter
(Status: Pending)
Solar tech company reports earnings beat as it streamlines its business
Stocks:
FSLR
Apr 29, 2021
★★★★★
James Li
Eaton Vance Worldwide Health Sciences Fund's Top 4 1st-Quarter Trades
(Status: Pending)
Health care-oriented fund releases quarterly portfolio
Stocks:
WAT
LSE:AZN
NVS
PFE
EV
Apr 29, 2021
John Kinsellagh
O'Reilly Posts a Stellar First Quarter
(Status: Pending)
Results prove the company has room to grow
Stocks:
ORLY
Apr 29, 2021
Graham Griffin
McDonald's Surpasses Analyst Estimates With 1st-Quarter Report
(Status: Pending)
Growth supported by strong US comparable sales
Stocks:
MCD
Apr 29, 2021
James Li
Ford Skids on Anticipated Production Shortages for 2nd Quarter
(Status: Pending)
Automobile giant reports strong 1st-quarter earnings, but chip shortages hamper production
Stocks:
F
Apr 29, 2021
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