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Wedgewood Partners 1Q18 Commentary – Hello Volatility, My Old Friend

Wedgewood Partners commentary  for the first quarter ended March 31, 2018; titled, “Hello Volatility, My Old Friend, Iâ.....»»

Category: blogSource: valuewalkApr 16th, 2018

Why Wedgewood Partners is Bullish on Edwards Lifesciences (EW) Stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners sold Fastenal (FAST) stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners is Bullish on Keysight Technologies (KEYS) Stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners is Bullish on Microsoft (MSFT) Stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners sold Ross Stores (ROST) stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners is Bullish on NVIDIA (NVDA) and Electronic Arts (EA) Stocks?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avai.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Wedgewood Partners Q1 2020 Investor Letter

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter. Wedgewood Partners re.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Wally Weitz"s Partners III Opportunity Fund 1st-Quarter Commentary

Discussion of markets and holdingsCheck out Wallace Weitz Stock Picks » Download GuruFolio Report of Wallace Weitz (Updated on 04/27/2020)Related Stocks: LSE:EVRA, AMZN, EXPE, CFX, BRK.B, LBTYA, DXC, RWT, VMC,.....»»

Category: blogSource: gurufocusApr 28th, 2020

Royce Investment Partners Commentary: Update and Outlook for Our Small-Cap Deep Value Strategy

Portfolio Manager Bill Hench recently gave us an update and outlook for our Small-Cap Deep Value StrategyCheck out Chuck Royce Stock Picks » Download GuruFolio Report of Chuck Royce (Updated on 04/27/2020)Related Stocks: SPY, DJI, QQQ,.....»»

Category: blogSource: gurufocusApr 28th, 2020

Ron Baron"s Baron Partners Fund 1st-Quarter Shareholder Commentary

Discussion of markets and holdingsCheck out Ron Baron Stock Picks » Download GuruFolio Report of Ron Baron (Updated on 04/21/2020)Related Stocks: TSLA, MSCI, GDS, SHOP, ACGL, H, MTN, CSGP, VAC,.....»»

Category: blogSource: gurufocusApr 22nd, 2020

Royce Investment Partners Commentary: Special Equity- An Update and Outlook

We recently asked Portfolio Manager Charlie Dreifus for an update and outlook for the Small-Cap.....»»

Category: blogSource: gurufocusApr 21st, 2020

First Eagle Commentary- Macroeconomic and Market Volatility: Insights From Fed Veteran Idanna ...

Highlights of an interview with the Global Value team's senior sovereign analystCheck out First Eagle Investment Stock Picks » Download GuruFolio Report of First Eagle Investment (Updated on 04/19/2020)Related Stocks: SPY, DJI, QQQ,.....»»

Category: blogSource: gurufocusApr 20th, 2020

Longleaf Partners Fund"s 1st-Quarter Commentary

Discussion of markets and holdingsCheck out Mason Hawkins Stock Picks » Download GuruFolio Report of Mason Hawkins (Updated on 04/13/2020)Related Stocks: CTL, CNHI, PK, HKSE:00001, MAT, DD, H,.....»»

Category: blogSource: gurufocusApr 14th, 2020

Eschler Recovery Fund 1Q20 Commentary: Unchartered territory

Eschler Recovery Fund commentary for the first quarter ended March 31, 2020. Q1 2020 hedge fund letters, conferences and more Dear Partners, Eschler Recovery Fund... The post Eschler Recovery Fund 1Q20 Commentary: .....»»

Category: blogSource: valuewalkApr 13th, 2020

Wendy"s Charts Could Hint At McDonald"s Future, Technician Says

Investors who want to own a fast food stock need to have "the stomach" to continue tolerating major volatility going forward, MKM Partners chief market technician JC O'Hara said on CNBC's "Trading Nation." read more.....»»

Category: blogSource: benzingaApr 9th, 2020

Royce Investment Partners Commentary: Small-Cap Investing in a Bear Market

Portfolio Manager Chuck Royce .....»»

Category: blogSource: gurufocusApr 8th, 2020

Hess Midstream Partners trading halted, volatility trading pause

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 2nd, 2020

Royce Investment Partners Commentary: 1Q20 Small-Cap Investment Review and Outlook

Co-CIO Francis Gannon explains how Royce PMs are investing for better days through this tumultuous marketCheck out Chuck Royce Stock Picks » Download GuruFolio Report of Chuck Royce (Updated on 03/31/2020).....»»

Category: blogSource: gurufocusApr 1st, 2020

Bear Market Playbook

I wanted to share an insightful commentary from a friend of the blog, Joe Ferris, who is a Registered Investment Advisor at Summer Fields Investments,LLC. I have discussed dividend investing with him for.....»»

Category: blogSource: dividendgrowthinvestorMar 27th, 2020

Brandes Investment Partners Commentary: Global Banks Update

The global banking industry has faced a difficult operating backdrop for the last decadeCheck out Charles Brandes Stock Picks » Download GuruFolio Report of Charles Brandes (Updated on 03/26/2020)Related Stocks: SPY, DJI, QQQ,.....»»

Category: blogSource: gurufocusMar 27th, 2020