Trading Ideas

(Bloomberg) — Want the lowdown on European markets? In your inbox before the open, every day. Sign up here.Elon Musk has moved a step closer to building his first car factory on the home turf of Volkswagen AG, Daimler AG and BMW AG as his company hammered out a contract to buy land in Germany.Officials in the state of Brandenburg said they agreed the text of a contract with Tesla Inc. to sell a 300-hectare (741-acre) plot of land — about 300 football fields — in Gruenheide near Berlin. Tesla also filed five binders of documents with a local environmental …read more […]

(Bloomberg) — AllSeas Group SA said it would halt operations on the Nord Stream 2 pipeline from Russia to Germany as U.S. President Donald Trump approved sanctions targeting the project, which critics say will bind Europe more tightly to Moscow.Germany lashed out against the U.S. penalties on Saturday, saying they’re “incomprehensible” and interfere in its internal affairs. “They hit German and European companies,” Ulrike Demmer, a spokeswoman for Chancellor Angela Merkel’s government, said in an emailed statement.The $11 billion project is just weeks away from completion and has led President Donald Trump to call Germany “a captive to Russia.” He …read more […]

Current terms of the settlement deal, approved by a U.S. bankruptcy judge on Tuesday, call for half of the settlement to be financed with stock in a newly reorganized PG&E. In the letter, the bondholders led by Elliott Management said their latest proposals will make sure individual victims “are prioritized, as they should be” and will address demands Newsom had raised earlier. Newsom said on Dec. 13 that the settlement had lacked major changes in governance and tougher safety enforcement mechanisms mandated under the state wildfire statute. …read more […]

(Bloomberg) — Exxon Mobil Corp. and its partners lifted the first commercial crude from Guyana, setting the small South American nation on a path to potentially vast flows of oil revenues.Exxon has a 45% share in the Guyana project, while Hess Corp. has 30% and China’s CNOOC Ltd. 25%. Output from the first phase of the offshore Liza field is expected to reach full capacity of 120,000 gross barrels of oil per day in coming months, with the first cargo to be sold within several weeks, the companies said in separate press releases.Guyana President David Granger declared Dec. 20 “National …read more […]

It’s back into the red once more for the majors. Avoiding support levels through the morning will be key… …read more […]

We are still in an overall bull market and many stocks that smart money investors were piling into surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Hedge funds’ top 3 stock picks returned 41.7% this year and beat […] …read more […]

“Two years ago today, Republicans in Congress passed a sweeping tax cut,” writes NPR’s Scott Horsley. “It was supposed to be a gift-wrapped present to taxpayers and the economy. But in hindsight, it looks more like a costly lump of coal.”Horsley, NPR’s chief economics correspondent, says the economy appears to have received a short-term boost from the tax cuts, but the effect wore off quickly. Overall, the tax cut package pushed through Congress on a party-line vote has failed to fulfill its promises, he says, providing details on some key issues: * While President Trump said the tax …read more […]

It seems that the masses and most of the financial media hate hedge funds and what they do, but why is this hatred of hedge funds so prominent? At the end of the day, these asset management firms do not gamble the hard-earned money of the people who are on the edge of poverty. Truth […] …read more […]

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 […]

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 have processed the filings of the more than 700 world-class investment firms that we track and now have access to the collective wisdom contained in […] …read more […]

Does Great Panther Mining Limited (NYSE:GPL) represent a good buying opportunity at the moment? Let’s quickly check the hedge fund interest towards the company. Hedge fund firms constantly search out bright intellectuals and highly-experienced employees and throw away millions of dollars on satellite photos and other research activities, so it is no wonder why they tend […] …read more […]

Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first. This is a necessary first step in our investment process because our research has shown that the elite investors’ consensus returns have been exceptional. In the following paragraphs, we find out […] …read more […]

“Since 2006, value stocks (IVE vs IVW) have underperformed 11 of the 13 calendar years and when they beat growth, it wasn’t by much. Cumulatively, through this week, it has been a 122% differential (up 52% for value vs up 174% for growth). This appears to be the longest and most severe drought for value […] …read more […]

Like everyone else, elite investors make mistakes. Some of their top consensus picks, such as Amazon, Facebook and Alibaba, have not done well in Q4 of 2018 due to various reasons. Nevertheless, the data show elite investors’ consensus picks have done well on average over the long-term. The top 20 stocks among hedge funds beat […] …read more […]

Does Intevac, Inc. (NASDAQ:IVAC) represent a good buying opportunity at the moment? Let’s quickly check the hedge fund interest towards the company. Hedge fund firms constantly search out bright intellectuals and highly-experienced employees and throw away millions of dollars on satellite photos and other research activities, so it is no wonder why they tend to […] …read more […]