Trading Ideas

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The financial regulations require hedge funds and wealthy investors that exceeded the $100 million equity holdings threshold to file a report that shows their positions at the end of every quarter. Even though it isn’t the intention, these filings to a certain extent level the playing field for ordinary investors. The latest round of 13F […] …read more […]

Giverny Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. You should check out Giverny Capital’s top 5 stock picks for investors to buy right now, which could be the biggest winners of the stock market crash. There weren’t a lot of funds who could deliver these kinds […] …read more […]

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 821 13F filings submitted by hedge funds and prominent investors. These filings show these funds’ portfolio positions as of March 31st, 2020. […] …read more […]

JPMorgan Chase & Co Chief Executive Officer Jamie Dimon said on Tuesday that he expects the bank will boost its credit reserves again in the second quarter by an amount “roughly equivalent” to the $7 billion it added in the first quarter to protect the bank from a potential wave of loan defaults. “Since CECL is very forward looking, I think that banks will have to put up a lot more credit reserves this quarter,” Dimon said, referring a new accounting rule that requires banks to take provisions now for loans a borrower may default on at any …read more […]

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 […]

In this article we will check out the progression of hedge fund sentiment towards Wells Fargo & Company (NYSE:WFC) and determine whether it is a good investment right now. We at Insider Monkey like to examine what billionaires and hedge funds think of a company before spending days of research on it. Given their 2 […] …read more […]

Hertz and LATAM became the latest companies that have been hit hard by the coronavirus crisis. Yahoo Finance’s Tom Belger weighs in on how the companies are faring. …read more […]

Nokia last week suspended operations at a telecoms gear manufacturing plant in southern India, the company said on Tuesday, after some employees tested positive for COVID-19. Nokia did not disclose how many workers at the plant in Sriperumbudur in the southern state of Tamil Nadu tested positive, but a source familiar with the matter said they were at least 42. The factory had begun operations in a restricted manner over the past few weeks, Nokia said in a statement, after India eased the world’s biggest lockdown to kick-start its economy which has been pummelled by the shutdown. …read more […]

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For investors willing to shoulder additional risk, these may be the best of times for buying stocks. Writing at Morgan Stanley, Michael Wilson, the firm’s head of US equity strategy, firmly believes that the signs are bullish, and that current conditions in the markets closely resemble those of March 2009. That was when market turned upwards after the 2008 financial crisis, beginning the longest bull run in history.Wilson wrote, “A significant driver of our bullish call … was based on the equity-risk premium reaching the same levels observed in March 2009. If there’s one thing we’ve learned over the past …read more […]

Biotech firm Novavax has entered its coronavirus vaccine in a Phase 1 clinical trial in Australia — the first in the Southern Hemisphere. …read more […]

U.S. new home sales rose in April amid the coronavirus crisis. ING Regional Head of Research Padhraic Garvey joins Yahoo Finance’s On The Move to assess the state of housing. …read more […]

(Bloomberg) — Natural gas flows from Europe’s biggest supplier slumped after a price rout and with storage sites at above-average levels.Flows from Russia via the Yamal-Europe pipeline that runs across Belarus and Poland to Mallnow, Germany, slumped to zero Tuesday after a sharp decline since Sunday. Shipments into Baumgarten in Austria, a major European hub for Russian gas, fell by 25% from its 10-day average.Gazprom PJSC said it continues to use the Yamal-Europe link, with actual volumes depending on client requests. Operators Gascade Gastransport GmbH and Gas Connect Austria GmbH have not notified the market of any currently planned or …read more […]

Novavax has begun phase one of its clinical trail for a coronavirus vaccine candidate. Yahoo Finance’s Anjalee Khemlani breaks down the latest developments. …read more […]