Trading Ideas

Hedge Funds and other institutional investors have just completed filing their 13Fs with the Securities and Exchange Commission, revealing their equity portfolios as of the end of June. At Insider Monkey, we follow nearly 750 active hedge funds and notable investors and by analyzing their 13F filings, we can determine the stocks that they are […] …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 […]

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 752 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F […] …read more […]

Does ABIOMED, Inc. (NASDAQ:ABMD) 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 […]

Whenever you have a trading day when a critical Fed decision comes out later in the afternoon – you typically see a muted trading session leading up to that release.
After all, traders typically aren’t willing to commit a large amount of new capital in front of an announcement that could send the major market averages zooming in either direction.
When it comes to Fed reactions, the market’s direction is usually a coin-flip scenario that hinges upon the interpretation of one seemingly irrelevant word in the statement, such as “but” or “however.”
I know, it seems pretty ridiculous…
Leading up to this announcement, Federal …read more […]

Based on the fact that hedge funds have collectively under-performed the market for several years, it would be easy to assume that their stock picks simply aren’t very good. However, our research shows this not to be the case. In fact, when it comes to their very top picks collectively, they show a strong ability […] …read more […]

Intel Corp has hired Gary Patton, who was chief technology officer at semiconductor maker GlobalFoundries, according to an internal Intel memo seen by Reuters on Wednesday. Patton previously spent more than a decade in the chip unit at International Business Machines Corp. Intel, which was known in Silicon Valley for promoting heavily from within, has lured several notable executives from competitors. …read more […]

The external fund manager backed by Berkshire Hathaway’s Charlie Munger, Li Lu, makes no bones about it when he says… …read more […]

(Bloomberg Opinion) — As another deadline for the return of Boeing Co.’s troubled 737 Max slips out of reach, the aerospace company doesn’t appear to have any better handle on its messaging now than it did when this crisis started more than a year ago.Federal Aviation Administration Administrator Stephen Dickson told CNBC on Wednesday that the agency won’t complete the necessary approvals for the Max’s return until 2020. The plane has been grounded since March following the second of two fatal crashes linked to a flight-control software system. That’s a notable contrast to Boeing’s last official timing update, which …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 […]

The Insider Monkey team has completed processing the quarterly 13F filings for the September quarter submitted by the hedge funds and other money managers included in our extensive database. Most hedge fund investors experienced strong gains on the back of a strong market performance, which certainly propelled them to adjust their equity holdings so as […] …read more […]

Many investors, including Paul Tudor Jones or Stan Druckenmiller, have been saying before last year’s Q4 market crash that the stock market is overvalued due to a low interest rate environment that leads to companies swapping their equity for debt and focusing mostly on short-term performance such as beating the quarterly earnings estimates. In the […] …read more […]

An IPO is one of the biggest moments of a founder’s life.
It’s the crowning achievement of years of hard work, not to mention uncertainty. Startups go from a few dozen investors at the beginning to thousands and eventually millions, if all goes well. Brokers follow them. And big Wall Street investors invest in them. An IPO means the startup has “made it.”
It’s also a watershed moment for early investors. Startup shares, as you know, are basically illiquid. You can’t cash out. You buy. You hold. You wait… many years, often a decade. And then, finally, the IPO launches.
But wait! You …read more […]

On-time delivery rates fell for Amazon.com Inc van drivers during the week ended Dec. 7, when the world’s top online retailer was slammed with record Cyber Monday orders and regional winter storms, consulting firm ShipMatrix said on Wednesday. Amazon van drivers delivered 93.7% of U.S. packages on time during Cyber Monday week, down from 98.2% during the prior week that included Thanksgiving, ShipMatrix said. This holiday season is a crucial test for Amazon’s in-house delivery operations. …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 […]