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Were Hedge Funds Right About Selling The Boeing Company (BA)?

The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 821 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F filings show the funds’ and investors’ portfolio positions as of March 31st, a week after the market trough. Now, we are […] …read more […]

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Were Hedge Funds Right About Broadcom Inc (AVGO)?

The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 821 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F filings show the funds’ and investors’ portfolio positions as of March 31st, a week after the market trough. Now, we are […] …read more […]

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Were Hedge Funds Right About Piling Into MGM Resorts International (MGM)?

At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (see why hell is coming). In these volatile markets we scrutinize hedge fund filings to get a reading on which direction each stock might be going. […] …read more […]

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Were Hedge Funds Right About Warming Up To The Blackstone Group Inc. (BX)

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. We at Insider Monkey have plowed through 821 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F […] …read more […]

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Goldman Sachs Picks 2 Stocks to Buy (and 1 to Sell)

Is it time to rain on the parade? Or is it time to buy into the markets? That’s what investors must decide. And according to Wall Street banking giant Goldman Sachs, they may need to make up their minds quickly.Goldman starts by pointing out what we all know, that the S&P 500 is up almost 40% from its low point in the last week of March. That’s an amazing rally, but the bank’s analysis team warns that 2H20 may not be quite as upbeat as the first six months. The bank’s team predicts an annualized growth rate of 25% in …read more […]

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Why Cisco Systems (CSCO) Stock is a Compelling Investment Case

If you are looking for the best ideas for your portfolio you may want to consider some of Mott Capital’s top stock picks. Mott Capital, an investment management firm, is bullish on Cisco Systems Inc. (NASDAQ:CSCO) stock. In its Q4 2019 investor letter – you can download a copy here – the firm discussed its […] …read more […]

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Will Verizon (VZ) Win the 5G Race?

If you are looking for the best ideas for your portfolio you may want to consider some of Mott Capital’s top stock picks. Mott Capital, an investment management firm, is bullish on Verizon Communications Inc (NYSE:VZ) stock. In its Q4 2019 investor letter – you can download a copy here – the firm discussed its […] …read more […]

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Were Hedge Funds Right About Zoom Video Communications, Inc. (ZM)?

Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds’ and successful investors’ positions as of the end of the first quarter. You can find articles about an individual hedge fund’s trades on numerous financial […] …read more […]

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White House Wants Stimulus by August Recess With $1 Trillion Cap

(Bloomberg) — The White House wants Congress to pass another stimulus package by the first week in August, before lawmakers head home for their annual summer recess, and to keep the cost at $1 trillion or less, according to Vice President Mike Pence’s top aide.“I think we want to make sure that people that are still unemployed or hurting are protected but at the same time, we want to take into consideration the fact the economy is bouncing back and want to try to contain the amount of spending,” Marc Short, Pence’s chief of staff, said Tuesday in an interview …read more […]