Trading Ideas

Today we’ll do a simple run through of a valuation method used to estimate the attractiveness of Apple Inc… …read more […]

Michael Morrissey became the CEO of Exelixis, Inc. (NASDAQ:EXEL) in 2010. This analysis aims first to contrast CEO… …read more […]

(Bloomberg) — Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. The fate of at least 15 oil tankers idling off the coast of China holds the key to determining the path of global freight rates.The vessels are owned by a unit of Chinese shipping giant COSCO that was sanctioned by the U.S. in late September for carrying Iranian oil. They’ve been floating off the coast for over a month, ship-tracking data show, in limbo as owners, charterers and potential customers await clarity over the sanctions.For as long as they’re stuck …read more […]

Spot gold was up 0.2% at $1,477.69 per ounce, as of 0605 GMT on Thursday, and U.S. gold futures were up 0.2% at $1,483.00 per ounce. “Trump mentioned he is happy to wait a year for the China deal to happen and we are not sure whether the first agreement has been inked yet and that’s what everybody is looking for,” said Brian Lan of Singapore dealer GoldSilver Central. …read more […]

JPMorgan Chase & Co began internal discussions that would lead to immunity from prosecution over a troubled Australian capital raising two years before two rivals were charged with criminal cartel behaviour, a court heard on Thursday. A former JPMorgan banker gave the timeline as the first witness to testify in a legal battle that is being closely watched by investment bankers around the world because it may change the way they are permitted to conduct capital raising. JPMorgan, Citigroup Inc and Deutsche Bank AG worked on a A$2.5 billion ($1.70 billion) stock issue for Australia and New Zealand …read more […]

Q3 2019 Iconix Brand Group Inc Earnings Call …read more […]

(Bloomberg) — Cash-strapped electric-car upstart NIO Inc. is introducing its third sport utility vehicle, a streamlined model aimed at spurring demand in China’s slowing EV market.NIO didn’t disclose the price for the electric SUV coupe, which comes with a panoramic-view window and is set to compete against vehicles such as the Mercedes-Benz GLC Coupe and Tesla Inc.’s Model Y. NIO’s existing models are the ES8 and ES6 SUVs, and the EP9 performance car.“Coupes fall in a niche market in China and it’s really hard to position this kind of product,” said Yale Zhang, managing director of Shanghai-based consultancy AutoForesight. “But …read more […]

Chinese telecommunications giant Huawei filed a so-called “petition for review” Wednesday night, in an attempt to overturn a U.S. Federal Communications Commission (FCC) ruling that bans carriers from using federal funds to purchase equipment from Huawei and rival ZTE. …read more […]

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]

How do we determine whether Spectrum Brands Holdings, Inc. (NYSE:SPB) makes for a good investment at the moment? We analyze the sentiment of a select group of the very best investors in the world, who spend immense amounts of time and resources studying companies. They may not always be right (no one is), but data […] …read more […]

Acadia Pharmaceuticals Inc said on Wednesday dementia patients taking its drug Nuplazid were nearly three times less prone to a psychotic relapse than those on placebo. The drugmaker’s late-stage trial testing Nuplazid, stopped in September after positive results, enrolled 392 patients aged 74.5 years on average. Patients on the drug experienced a 65% reduction rate in relapses of dementia-related psychotic episodes, the company said. …read more […]

Oil prices edged lower in muted trading on Thursday ahead of the start of OPEC meetings later in the day, steadying after the previous session’s steep gains on a sharp drop in U.S. crude inventories and expectations of more output cuts. Brent crude futures dipped 10 cents, or 0.2%, to $62.90 a barrel by 0112 GMT. Brent surged 3.6% on Wednesday. …read more […]

Most investors tend to think that hedge funds and other asset managers are worthless, as they cannot beat even simple index fund portfolios. In fact, most people expect hedge funds to compete with and outperform the bull market that we have witnessed in recent years. However, hedge funds are generally partially hedged and aim at […] …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 […]