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Wait for 10% pullback in stocks: fund manager

Needham Funds portfolio manager Chris Retzler has taken some profit from high-flying chip, chip equipment and 5G infrastructure stocks. He awaits a correction in the markets so he can redeploy the cash......»»

Category: videoSource: reutersJan 24th, 2020

Billionaire Cooperman"s 11 Reasons To Be Skeptical Of Soaring Stocks Amid COVID Chaos

Billionaire Cooperman's 11 Reasons To Be Skeptical Of Soaring Stocks Amid COVID Chaos In an email this week, billionaire hedge fund manager Leon Cooperman detailed at least 11 reasons why he is conce.....»»

Category: blogSource: zerohedgeMay 10th, 2020

Need to Know: Hedge fund manager lays out his two best investments for a post-pandemic inflationary world

Friday’s jobs data is going to be grim, and it may only be a taste of what’s coming, even if markets are choosing to overlook bad news right now. Our call of the day says years of pain are ahead, but that’s not the end of the world for stocks......»»

Category: topSource: marketwatchMay 8th, 2020

Need to Know: Beaten-up value stocks are offering opportunities of a generation, fund manager says

One fund manager is convinced value stocks will come back. Here’s where he is invested......»»

Category: topSource: marketwatchApr 29th, 2020

Need to Know: Where one value fund manager is positioned — overseas, underground and dabbling in GE

One fund manager is convinced value stocks will come back. Here’s where he is invested......»»

Category: topSource: marketwatchApr 29th, 2020

Seth Klarman"s Baupost Is Buying

The hedge fund manager has been deploying capital for the first time in yearsCheck out Seth Klarman Stock Picks » Download GuruFolio Report of Seth Klarman (Updated on 04/13/2020)Related Stocks: LBTYK, EBAY, HPE, GOOG,.....»»

Category: blogSource: gurufocusApr 14th, 2020

Deep Dive: Three stocks to buy at ‘the most attractive entry point’ since 2009 from an index-beating hedge-fund manager

Dev Kantesaria of Valley Forge Capital Management says investors need to own ‘the highest-quality businesses on the planet.’.....»»

Category: topSource: marketwatchApr 9th, 2020

Don"t own Zoom? Here"s the next best bet: fund manager

Buy stocks of software companies that boost business efficiency such as AudioCodes, whose technology helps power Zoom and Skype, says growth fund manager Gerry Frigon of Taylor Frigon Capital Management......»»

Category: videoSource: reutersApr 3rd, 2020

Don"t own Zoom? Here"s the next best bet: fund manager

Buy stocks of software companies that boost business efficiency such as AudioCodes, whose technology helps power Zoom and Skype, says growth fund manager Gerry Frigon of Taylor Frigon Capital Management......»»

Category: videoSource: reutersApr 3rd, 2020

Outside the Box: How a fund manager is putting all his ‘stable’ stocks through ‘extreme stress-testing’

What to do when the coronavirus pandemic makes earnings unpredictable......»»

Category: topSource: marketwatchApr 3rd, 2020

Stocks to buy in a recession: fund manager

Buy stocks of companies with low debt and consistent profitability, says Washington Crossing Advisors' Kevin Caron who believes the U.S. is already in a sharp recession......»»

Category: videoSource: reutersApr 2nd, 2020

Hedge Fund and Insider Trading News: Bill Ackman, Chris Hohn, Ray Dalio, Elliott Management, Hudson Bay Capital Management, Continental Resources, Inc. (CLR), PennantPark Investment Corp. (PNNT), and More

Bill Ackman Exits Market Hedges, Uses $2 Billion He Made to Buy More Stocks Including Hilton (CNBC) Pershing Square manager Bill Ackman exited .....»»

Category: topSource: insidermonkeyMar 25th, 2020

NewsWatch: Man who scored big wins during the 2008 financial crisis says the stock market could be ‘near a bottom’ if U.S. gets a coronavirus recovery plan

Hedge-fund manager David Tepper says there is nothing wrong with “nibbling” at stocks that have experienced a brutal selloff in the past month, amid growing fears centered on the economic impact of the coronavirus pandemic......»»

Category: topSource: marketwatchMar 23rd, 2020

Key Words: Man who scored big wins during the 2008 financial crisis says the stock market could be ‘near a bottom’ if U.S. gets a coronavirus recovery plan

Hedge-fund manager David Tepper says there is nothing wrong with “nibbling” at stocks that have experienced a brutal selloff in the past month, amid growing fears centered on the economic impact of the coronavirus pandemic......»»

Category: topSource: marketwatchMar 23rd, 2020

In One Chart: Market action a century ago suggests worst could be over for stocks, if not for the coronavirus pandemic

The stock market today is looking a lot like it did 100 years ago, and if Great Hill Capital fund manager Thomas Hayes’s interpretation of the trendlines is on point, the bottom could be approaching......»»

Category: topSource: marketwatchMar 19th, 2020

Bernard Horn Buys 4 Stocks in the 4th Quarter

Polaris fund manager releases portfolioCheck out Bernard Horn Stock Picks » Download GuruFolio Report of Bernard Horn (Updated on 03/03/2020)Related Stocks: LSE:STAN, TSE:4202, CATC, OSL:SVEG,.....»»

Category: blogSource: gurufocusMar 4th, 2020

Need to Know: ‘Choppy and frustrating’ market will force investors to hunt for stocks as veteran strategist eyes healthcare and financials

Bob Doll, chief equity strategist at Chicago fund manager Nuveen, says markets are priced for good news. But he also doesn’t expect a recession......»»

Category: topSource: marketwatchFeb 14th, 2020

The Tell: Stocks headed for a 67% downturn? Seems ‘preposterous’ now, but it did in 2000 and 2007, too, says fund manager

Despite a few notable hiccups along the way, the bull market just continues .....»»

Category: topSource: marketwatchFeb 4th, 2020

Chris Davis" Davis Financial Fund Update From the Portfolio Manager

Annual review 2020Check out Chris Davis Stock Picks » Download GuruFolio Report of Chris Davis (Updated on 01/28/2020)Related Stocks: JPM, BAC, WFC, USB,.....»»

Category: blogSource: gurufocusJan 29th, 2020

Need to Know: How Microsoft, PepsiCo and other solid plays helped this fund manager ride out a bumpy decade

Our call of the day speaks to a fund manager who has steered his fund through a global financial crisis and other bumps, hearing how he does it with Microsoft and some other solid stocks......»»

Category: topSource: marketwatchJan 29th, 2020

Need to Know: The ‘emerging’ Midwest is hiding these underappreciated small-cap stocks, says fund manager

Our call of the day comes from Macquarie’s chief investment officer for small and mid-cap value stocks, who says investors are overlooking some gems......»»

Category: topSource: marketwatchJan 29th, 2020