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Oaktree Specialty Lending Corp (OCSL) Q2 2024 Earnings Call Transcript Highlights: Stability ...

Explore key insights from OCSL's Q2 2024 earnings, including steady dividends, strategic management fee reductions, and robust portfolio performance.Related Stocks: OCSL,.....»»

Category: blogSource: gurufocusMay 2nd, 2024

Seven Hills Realty Trust (SEVN) Q1 2024 Earnings Call Transcript Highlights: Strong Performance ...

SEVN surpasses earnings expectations with robust financial health and strategic portfolio management.Related Stocks: SEVN,.....»»

Category: blogSource: gurufocusMay 2nd, 2024

T. Rowe Price Japan Fund Slashes Portfolio in 1st Quarter

One new holding added during the quarterCheck out T. Rowe Price Japan Fund Stock Picks » Download GuruFolio Report of T. Rowe Price Japan Fund (Updated on 04/15/2021)Related Stocks: TSE:9983, TSE:2175, TSE:9984, TSE:9435, TSE:4176, TSE:6,.....»»

Category: smallbizSource: nytApr 16th, 2021

The Fed has created a perfect setup for beaten-down value stocks to outperform, says a Morgan Stanley portfolio manager

Morgan Stanley Investment Management's Andrew Slimmon says good liquidity and no change in Fed policy points to strong performance. Ting Shen/Xinhua/Getty Images Morgan Stanley Investment Management is "extremely bullish" on value stocks, es.....»»

Category: smallbizSource: nytMar 22nd, 2021

Abrams Capital Management Buys Moats in March Selloff

David Abrams made several portfolio changes during the first quarter of 2020Related Stocks: ORLY, TDGETP, FB, GOOGL, KMI, ABG, OI,.....»»

Category: blogSource: gurufocusMay 15th, 2020

Cobas Asset Management Iberian Portfolio 1st-Quarter Performance

Portfolio performance highlightCheck out Francisco Garcia Parames Stock Picks » Download GuruFolio Report of Francisco Garcia Parames (Updated on 04/30/2020)Related Stocks: XMAD:ENO, XMAD:TRE, LSE:ATYM, FRA:BFSA, XLIS:SEM, XMAD:,.....»»

Category: blogSource: gurufocusMay 1st, 2020

Blue Hawk Investment Group Added LULU and NYT Stocks in Q1 2020

Blue Hawk Investment Group, LLC is the management company of the Blue Hawk Fundamental Growth Fund, LP. Insider Monkey has recently published a co.....»»

Category: topSource: insidermonkeyApr 22nd, 2020

Goldman"s asset management unit ups positions in hotel, cruise line stocks

Goldman Sachs Group Inc's asset management unit has added to positions in travel stocks, including hotels and cruise lines, as well as Live Nation Entertainment Inc and Japanese cosmetics company Shiseido Co Ltd, executives said Friday......»»

Category: topSource: reutersFeb 28th, 2020

Some Enlightening Moments From Warren Buffett’s CNBC Interview

Guru discusses market timing, yield, portfolio management, crypto and moreRelated Stocks: BRK.A, BRK.B,.....»»

Category: blogSource: gurufocusFeb 25th, 2020

Virginia firm adds East Memphis hotel to portfolio, "bullish" on local market

A Virginia-based hospitality management company, which manages hotels for institutional owners, recently added four hotels across the U.S. to its network — including one in Memphis. Crestline Hotels & Resorts announced Wednesday, Feb. 19, the add.....»»

Category: topSource: bizjournalsFeb 19th, 2020

Top 4th-Quarter Buys of Joel Greenblatt’s Gotham Asset Management

‘Magic Formula’ inventor’s firm releases fourth-quarter 2019 portfolio updateCheck out Joel Greenblatt Stock Picks » Download GuruFolio Report of Joel Greenblatt (Updated on 02/18/2020)Related Stocks: SQ, ALLE, ACM, GDDY, NAV,.....»»

Category: blogSource: gurufocusFeb 19th, 2020

Why I Added General Dynamics to My Portfolio

This Dividend Aristocrat has raised its dividend at a highly consistent rate over the last decade. The company also benefits from increased defense spendingRelated Stocks: GD, NOC, LMT, RTN,.....»»

Category: blogSource: gurufocusJan 8th, 2020

Paul Singer’s Elliott Management Adds 4 Stocks to Portfolio in 3rd Quarter

The activist firm’s newest target is AT&TCheck out Barrow .....»»

Category: blogSource: gurufocusDec 3rd, 2019

PRIMECAP Management’s Most Significant 3rd-Quarter Portfolio Changes

Firm buys into cybersecurity and oil, sells AirbusCheck out PRIMECAP Management Stock Picks » Download GuruFolio Report of PRIMECAP Management (Updated on 11/13/2019)Related Stocks: FSCT, PXD, AABA, XPAR:AIR, BA, ERJ, BABA,.....»»

Category: blogSource: gurufocusNov 14th, 2019

Cobas Asset Management Iberian Portfolio 3rd-Quarter Performance

Guru stock highlightCheck out Francisco García Paramés Stock Picks » Download GuruFolio Report of Francisco García Paramés (Updated on 11/04/2019)Related Stocks: XMAD:SCYR, XMAD:REP, XMAD:MCM, XMAD:ENO, XMAD:QBT,.....»»

Category: blogSource: gurufocusNov 5th, 2019

Cobas Asset Management Iberian Portfolio 2nd-Quarter Portfolio

Guru stock highlightCheck out Francisco Garcia Parames Stock Picks » Download GuruFolio Report of Francisco Garcia Parames (Updated on 09/15/2019)Related Stocks: XMAD:SCYR, XMAD:VOC, XLIS:SEM,.....»»

Category: blogSource: gurufocusSep 16th, 2019

Cobas Asset Management International Portfolio 2nd-Quarter Letter

Discussion of holdings and investing from Francisco Garcia Parames' firmRelated Stocks: GIII, KOS,.....»»

Category: dealsSource: nytSep 4th, 2019

What Does Mohnish Pabrai Like About GrafTech?

The value investor added a new stock to his portfolio in the 2nd quarter of 2019Check out Mohnish Pabrai Stock Picks » Download GuruFolio Report of Mohnish Pabrai (Updated on 08/25/2019)Related Stocks: MU, EAF,.....»»

Category: worldSource: nytAug 26th, 2019

Third Avenue Value Fund 2nd Quarter Portfolio Manager Commentary

Discussion of markets and holdingsCheck out Third Avenue Management Stock Picks » Download GuruFolio Report of Third Avenue Management (Updated on 08/13/2019)Related Stocks: LSE:BIRG, XTER:BMW, DB,.....»»

Category: smallbizSource: nytAug 14th, 2019

Woodley Farra Manion Portfolio Management Inc Buys Lockheed Martin Corp, The Home Depot Inc, ...

Related Stocks: LMT, HD, ALC, LIN, BLK, MMM, SAP, UNP, BMY,.....»»

Category: smallbizSource: nytAug 13th, 2019