May 17, 2023 | Daily JAM, GOOG, Videos |
Today’s topic is Value Over Growth. Hedge funds reported their first-quarter portfolio changes to the SEC and we’re starting to see those reports. Hedge Funds are a good indication of where institutional money is going and what their thinking is. These reports show that hedge fund managers are starting to move to value over growth. There are outliers but hedge fund managers like Steve Cohen at Point72 and Nelson Peltz from Trian Management were exiting or cutting their growth stocks and adding to their positions in value stocks like Google (Alphabet NASDAQ: GOOGL) and GE (NYSE: GE). Paul Singer at Elliott Investment Management exited both of his high-yield ETFs and reduced his exposure to Valaris (NYSE: VAL) an ocean drilling company. I saw other managers starting to reduce their exposure to energy and drilling companies as well. Going into the second quarter, after taking profits from first-quarter rallies, the pattern looks like institutions will be looking more closely at stocks that haven’t had big run-ups and could be considered to be value stocks (Alphabet?) vs putting new money into growth stocks.
October 18, 2020 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running Sunday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. In 2020 the...
July 29, 2019 | Daily JAM, Special Reports |
I've finished my Special Report 5 Value Picks for a Market at Record Highs. (The five picks, for the record were Disney (DIS), DuPont (DD), Constellation Brands (STZ), China Mobile (CHL), and Tyson Foods (TSN). You can find this special report with information on each...
July 16, 2019 | Daily JAM, Stock Alerts, TSN |
Today I'm making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High. It's clear that shares of Tyson Foods are cheap. The stock trades at 14.57 times trailing 12-month earnings per share and at a...
July 1, 2019 | Daily JAM, DD, Stock Alerts |
I'd be willing to be dollars to donuts that U.S. stocks won't repeat their first half performance--up 17.4% on the Standard & Poor's 500--in the second half of the year. It's hard for me to find a catalyst that isn't already priced into the market--from interest...
