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Is Office Depot Inc (ODP) A Good Stock To Buy?

At Insider Monkey, we pore over the filings of nearly 750 top investment firms every quarter, a process we have now completed for the latest reporting period. The data we’ve gathered as a result gives us access to a wealth of collective knowledge based on these firms’ portfolio holdings as of June 28. In this […] …read more […]

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WeWork's Savior Doesn't Have Such Deep Pockets

(Bloomberg Opinion) — SoftBank Group Corp.’s $9.5 billion bailout has rescued WeWork from the threat of bankruptcy. But make no mistake: The unicorn’s free-spending days are over. Its savior is far from a bottomless pit of money. While WeWork had an eye-watering $22 billion of debt at the end of June plus $47 billion of looming lease-payment obligations, its rescuer isn’t in such great shape either. SoftBank is a junk-rated issuer, with the equivalent of $62 billion in net debt. From now on, founder Masayoshi Son will have to manage his cash pile carefully.The Japanese company has done an excellent …read more […]

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China’s Bid for Commodity Price Clout Extends to Natural Gas

(Bloomberg) — China became the world’s biggest natural gas buyer last year. Now it wants to start setting its own price.That’s because importers have been paying rates influenced by events unrelated to China’s supply and demand balance — from European weather to Middle East conflicts. So like it has for oil, gold and iron ore before, producers, distributors and financial exchanges in the top commodities market are seeking prices that they say better reflect Chinese fundamentals, and in their own currency.The search for an internationally recognized Chinese natural gas price, including a proposed futures contract, follows the larger pattern of …read more […]

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U.S. lawmakers will press Boeing CEO for answers on 737 MAX crashes

The head of a U.S. Senate panel reviewing two catastrophic Boeing 737 MAX crashes told Reuters ahead of hearings this week that the plane would not return to U.S. skies until “99.9% of the American public” and policymakers are convinced it is safe. Boeing Co Chief Executive Dennis Muilenburg will testify for two days before Congress starting on Tuesday, which is the anniversary of the Lion Air 737 MAX crash in Indonesia, the first of two crashes within five months that killed a total of 346 people. “Clearly the accidents didn’t have to happen and I don’t …read more […]

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U.S. lawmakers will press Boeing CEO for answers on 737 MAX crashes

The head of a U.S. Senate panel reviewing two catastrophic Boeing 737 MAX crashes told Reuters ahead of hearings this week that the plane would not return to U.S. skies until “99.9% of the American public” and policymakers are convinced it is safe. Boeing Co Chief Executive Dennis Muilenburg will testify for two days before Congress starting on Tuesday, which is the anniversary of the Lion Air 737 MAX crash in Indonesia, the first of two crashes within five months that killed a total of 346 people. “Clearly the accidents didn’t have to happen and I don’t think …read more […]

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Is InVitae Corporation (NVTA) A Good Stock To Buy?

Out of thousands of stocks that are currently traded on the market, it is difficult to identify those that will really generate strong returns. Hedge funds and institutional investors spend millions of dollars on analysts with MBAs and PhDs, who are industry experts and well connected to other industry and media insiders on top of that. Individual investors can piggyback […] …read more […]

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Hedge Funds Have Never Been This Bullish On Americold Realty Trust (COLD)

At Insider Monkey we track the activity of some of the best-performing hedge funds like Appaloosa Management, Baupost, and Tiger Global because we determined that some of the stocks that they are collectively bullish on can help us generate returns above the broader indices. Out of thousands of stocks that hedge funds invest in, small-caps […] …read more […]

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Is Casella Waste Systems Inc. (CWST) A Good Stock To Buy?

The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. Insider Monkey finished processing more than 730 13F filings submitted by hedge funds and prominent investors. These filings show these funds’ portfolio positions as of June […] …read more […]

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Hedge Funds Have Never Been This Bullish On Enphase Energy Inc (ENPH)

Our extensive research has shown that imitating the smart money can generate significant returns for retail investors, which is why we track nearly 750 active prominent money managers and analyze their quarterly 13F filings. The stocks that are heavily bought by hedge funds historically outperformed the market, though there is no shortage of high profile […] …read more […]

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Is Gerdau SA (GGB) A Good Stock To Buy?

We are still in an overall bull market and many stocks that smart money investors were piling into surged through October 17th. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 45% and 39% respectively. Hedge funds’ top 3 stock picks returned 34.4% this year and beat the S&P […] …read more […]

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Is Arbor Realty Trust, Inc. (ABR) A Good Stock To Buy?

How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of […] …read more […]

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Is Alamo Group, Inc. (ALG) A Good Stock To Buy?

The 700+ hedge funds and famous money managers tracked by Insider Monkey have already compiled and submitted their 13F filings for the second quarter, which unveil their equity positions as of June 28. We went through these filings, fixed typos and other more significant errors and identified the changes in hedge fund portfolios. Our extensive […] …read more […]

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Here’s What Hedge Funds Think About GasLog Ltd (GLOG)

Legendary investors such as Jeffrey Talpins and Seth Klarman earn enormous amounts of money for themselves and their investors by doing in-depth research on small-cap stocks that big brokerage houses don’t publish. Small cap stocks -especially when they are screened well- can generate substantial outperformance versus a boring index fund. That’s why we analyze the […] …read more […]