Trading Ideas

(Bloomberg) — Want the lowdown on European markets? In your inbox before the open, every day. Sign up here.BP Plc reported profit that beat analyst estimates as a strong performance at its refining division offset the effect of lower oil and natural gas prices, and bad weather that curbed production.The positive result will please investors expecting a gloomy third quarter for Big Oil. Crude prices have fallen as the U.S.-China trade war stokes demand concerns, while American output has continued to flood the market.“BP delivered strong operating cash flow and underlying earnings in a quarter that saw lower oil and …read more […]

(Bloomberg) — Explore what’s moving the global economy in the new season of the Stephanomics podcast. Subscribe via Pocket Cast or iTunes.Australian central bank chief Philip Lowe reiterated that he’s prepared to ease policy further if needed, but again pushed back against the idea of interest rates turning negative in his economy.The Reserve Bank’s board has reduced borrowing costs three times in the past five months as it tries to boost economic growth and encourage hiring. At 0.75%, the record-low cash rate is also helping keep a lid on the local currency as other major central banks ease in response …read more […]

Mario Draghi will leave a more united euro zone when he steps down as president of the European Central Bank this week, but he hands over a body more publicly divided than ever on how best to resurrect an ailing regional economy. The 72-year-old Italian banker is widely credited with saving the euro zone from collapse, but some critics say he also overpowered opponents and tended to front-run the bank’s monetary policy in public. More than a dozen current and former ECB policymakers who spoke to Reuters all agreed that Draghi is a superb central banker who deserves …read more […]

Q3 2019 Spirit Airlines Inc Earnings Call …read more […]

Investors may wish to note that an insider of Telefonaktiebolaget LM Ericsson (publ), Peter Laurin, recently netted… …read more […]

The goal of this article is to teach you how to use price to earnings ratios (P/E ratios). We’ll show how you can use… …read more […]

Q3 2019 Enterprise Products Partners LP Earnings Call …read more […]

(Bloomberg) — Months of protests, a worsening economy and a plunge in property prices could translate into severe pain for Hong Kong’s banks, and threatens to end the city’s status as a “safe haven” for customers’ savings, according to JPMorgan Chase & Co.A stress test performed by the U.S. bank projected that local lenders including Hang Seng Bank Co. and Bank of East Asia Ltd. could see earnings slump 24% to 45% next year and 39% to 67% in 2021. That would lead to significant deterioration in return on equity and core capital buffers, analysts led by Jemmy Huang told …read more […]

Oil prices edged lower in quiet trade on Tuesday as concerns about slower economic growth overshadowed signs of a thawing in the trade war between Washington and Beijing, while investors awaited U.S. inventory data. U.S. West Texas Intermediate (WTI) crude was down 9 cents at $55.72, after falling 1.5% in the previous session. Prices rose sharply last week amid a decline in U.S. inventories and signs of an easing in the U.S.-China trade war, but worries on Monday about weaker economic growth offset hopes of a rise in oil demand even if trade talks progress. …read more […]

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We are still in an overall bull market and many stocks that smart money investors were piling into surged through October 17th. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 45% and 39% respectively. Hedge funds’ top 3 stock picks returned 34.4% this year and beat the S&P […] …read more […]

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 […]

Hedge funds and other investment firms run by legendary investors like Israel Englander, Jeffrey Talpins and Ray Dalio are entrusted to manage billions of dollars of accredited investors’ money because they are without peer in the resources they use to identify the best investments for their chosen investment horizon. Moreover, they are more willing to […] …read more […]

Our extensive research has shown that imitating the smart money can generate significant returns for retail investors, which is why we track nearly 750 active prominent money managers and analyze their quarterly 13F filings. The stocks that are heavily bought by hedge funds historically outperformed the market, though there is no shortage of high profile […] …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 […]