Under Armour, Nike, Lululemon, Columbia: Is it Time to Buy Outdoor Apparel Companies?
Under Armour Inc (NYSE:UA) recently announced earnings that have sent the stock down 10% this week. The growth was robust, but came in below expectations.
Author Archive - Marshall Hargrave
Wynn, MGM, Las Vegas Sands, Melco Crown: Is it Time to Gamble on Casino Stocks?
Wynn Resorts, Limited (NASDAQ:WYNN) posted solid earnings this yesterday that is pushing the stock up over 5%. EPS came in at $1.48, compared to consensus of $1.31.
5 High-Multiple Stocks Loved by Hedge Funds
We have identified five stocks that might be scary to some investors, but are loved by hedge funds.
This Hedge Fund Returned Nearly 25% Last Quarter
Artis Capital Management was a top performing hedge fund during the third quarter.
Kroger (KR), Safeway (SWY), Whole Foods (WFM): How Are Hedge Funds Trading These Grocers?
Many top name funds have decided that a steadying economy may convince customers to trade up to higher margin grocery items.
Billionaire Edward Lampert’s Top Performing Picks of Q3
Edward Lampert's ESL Investments was the a top performing hedge fund during the third quarter.
Is it Time to Sell the Semiconductor Industry?
Texas Instruments Inc (NASDAQ:TXN) is quite the global economic bellwether, with products that are used in virtually all electronics equipment, from cellphones to calculators.
Is Netflix, Inc. (NFLX) a Good Investment After The Miss?
Netflix, Inc. (NASDAQ:NFLX) announced earnings yesterday that painted a very bleak picture for the company.
Who’s Been the Best Performing Fund of the Third Quarter?
Fortress Investment Group is the top-performing fund of the third quarter of the over 400 funds and investors we track, seeing a return of almost 44% during 3Q.
Coach, Ralph Lauren, Tiffany: Is It Time to Buy Luxury Retailers?
Coach, Inc. (NYSE:COH) reported last quarter results that put sales at $1.16 billion, versus the same quarter last year of $1.05 billion.
Is It Time To Buy Monster Beverage?
Monster Beverage Corp (NASDAQ:MNST) is down almost 25% so far this week on speculation that five people may have died over the last three years after drinking Monster’s energy...
5 Dirt Cheap Dividend Stocks Hinged on a Global Recovery
We have identified five materials stocks that pay high dividends in an industry that we believe can excel going forward.
Is There Any Hope for Dell or Hewlett-Packard?
Dell Inc. (NASDAQ:DELL) was down over 2.5% last week, and is down 35% year to date.
Is Molycorp a Good Buy?
Molycorp Inc (NYSE:MCP), the rare earth metals company, is down over 50% year to date and also made our list of terrible 20 stocks, given its high short interest and stock price...
Is McDonald’s (MCD) Still a Good Investment?
McDonald’s Corporation (NYSE:MCD) saw an almost 4% pullback in its stock price after it released third quarter results late last week.
Is Citigroup Inc. (C) a Good Investment?
With Vikram Pandit gone, we believe now is a good time to buy Citigroup Inc (NYSE:C).
Facebook Inc (FB): How Are The Tiger Cubs Trading The Social Network?
Facebook Inc (NASDAQ:FB) has plummeted since its IPO, down over 50%.
Is Verizon a Good Investment?
Verizon Communications Inc. (NYSE:VZ) was up over 2% on the company’s 3Q earnings release.
Is Google Inc (GOOG) Spreading Itself Too Thin?
Google Inc (NASDAQ:GOOG) reported yesterday that Q3 earnings missed EPS expectations by over 15%.
Is Chipotle Mexican Grill (CMG) a Good Investment?
Chipotle Mexican Grill, Inc. (NYSE:CMG), the Tex-Mex fast food chain, was down as much as 14% following its 3Q earnings announcement.
Is Morgan Stanley Worth Buying Over JP Morgan Chase, Wells Fargo, Goldman, and Citigroup Inc (C)?
Morgan Stanley (NYSE:MS) fell almost 2% following its better than expected 3Q earnings release.
Should Google Inc (GOOG) Be Worried About This Tiny Tech Company?
Google Inc. (NASDAQ:GOOG) started its patent trail with Vringo, Inc. (NYSEAMEX:VRNG) this week.
Why Buy Sirius Now?
Sirius XM Radio Inc (NASDAQ:SIRI) is up over 100% since the two satellite companies merged, Sirius and XM.
How Can Target and Best Buy Combat Amazon.com (AMZN)?
Announced yesterday, Target Corporation (NYSE:TGT) plans to join Best Buy Co., Inc. (NYSE:BBY) and others with a price-match plan this holiday season.
Microsoft (MSFT), Facebook Inc (FB) Now Do Music, Should Apple Inc (AAPL) Be Worried?
Apple Inc (NASDAQ:AAPL)'s iTunes runs off the idea that people will pay for music.
Is Best Buy a Good Investment?
Best Buy Co., Inc. (NYSE:BBY) announced last week that it plans to match competitor prices for the upcoming holiday shopping season.
Why is This Private Equity Firm Dumping Dollar General?
Per a Form 4 filing last week, it was made public that Buck Holdings is continuing its selloff of one of the U.S.’s leading discount retailers, Dollar General Corp.
Is Pepsi a Good Investment?
PepsiCo, Inc. (NYSE:PEP), has underperformed the S&P 500 year-to-date by 8%.
Starboard Value Continues to Buy Office Depot in Bulk
Last week Office Depot Inc. (NYSE:ODP) saw one of its largest shareholders increase its stake to over 15%.
Dunkin’s Head Honcho Has Been Selling, Should You?
Dunkin Brands Group Inc (NASDAQ:DNKN)’s Chairman, Jon Luther, sold off another 20,000 shares in a Form 4 filing last week.
Is Goldman Sachs a Good Investment?
Goldman Sachs Group Inc (NYSE:GS), one of the world’s leading investment banking and securities companies, is expected to grow revenue 7% in 2012, a rebound from the 26% decline...
Why Does Jana Partners Want to Break Up This Company?
Barry Rosenstein further pushed for a breakup of Agrium Inc. (NYSE:AGU) in his presentation on day one of the Value Investing Congress.
Is Altria a Good Investment?
Altria Group, Inc. (NYSE:MO) spun off its international operations in 2008, which now trades as a separate company, Philip Morris International Inc. (NYSE:PM).
Is Now a Good Time to Buy Sprint?
Sprint Nextel Corporation (NYSE:S) was up over 15% on news that Japan’s third largest mobile carrier, Softbank Corp, was negotiating a deal to buy a majority stake of the company...
Arena Pharma (ARNA), Vivus (VVUS): Which Hedge Funds Made the Wrong Pharma Bets?
Since the end of 2Q, the very popular biopharma companies, Arena Pharmaceuticals, Inc. (NASDAQ:ARNA), Questcor Pharmaceuticals, Inc. (NASDAQ:QCOR) and Vivus, Inc.
Is Chesapeake Energy a Good Stock to Buy?
We admit that Chesapeake Energy Corporation (NYSE:CHK) has its problems, and that you probably should not buy the company for its dividend, but if it is good enough for Mason ...
Is TripAdvisor a Good Investment? This Hedge Fund Thinks So
TripAdvisor Inc (NASDAQ:TRIP) saw Luxor Capital Group increase its 2Q stake in the online travel company by over 100%, from 3 million shares at the end of June to 6.5 million ...
Annaly Capital: Is This REIT a Buy Amid the Downgrades?
Annaly Capital Management, Inc. (NYSE:NLY) is one of the most loved REITs, paying a dividend that yields 12.2% and boasting a market cap of $15 billion.
How Hedge Funds are Trading the Big Banks: JPMorgan (JPM), Citigroup (C), Wells Fargo (WFC), Bank of America (BAC)
The best performing big bank stock so far this month might be a surprise, with the surprise winner being Citigroup (NYSE:C), up over 6% so far this month.
2 Stocks That Burned This Tiger Cub’s Hedge Fund Last Week
First Solar, Inc. (NASDAQ:FSLR) is down almost 12% in the last two days over concerns with its solar panel reliability.
5 Cloud Computing Companies That Hedge Fund Billionaires Love
We believe that a continued rapid consumption of network capacity, driven by a rising use of tablets and smartphones, will propel companies operating in the cloud computing and...
Why is Highbridge Capital Upping Its Stake in This Tech Company?
In a 13G filing last week, billionaire fund manager Glenn Russell Dubin of Highbridge Capital Management announced that his firm now had a 5.15% ownership stake in Echostar Corporation...
This Billionaire Hedge Fund Manager Wants a Murphy Oil Spinoff
Murphy Oil Corporation (NYSE:MUR) was up over 5% last week on the news that Third Point believes the Murphy’s shares should be 60% higher.
Ralph Whitworth Made Big Money on This Industrial Stock
In an amended 13G filing earlier this week, Ralph Whitworth of Relational Investors disclosed his firm had lowered its stake in Flowserve Corporation (NYSE:FLS) to 2.34 million...
Bill Ackman and Pershing Square Give This Retailer a Vote of Confidence
Bill Ackman continued to defend his J.C. Penney Company, Inc.
Which Billionaires Are Betting It Isn’t 1999?
Thoughts of 1999 bring back memories of the dot-com bubble, where valuations were astronomical and stock prices of Internet and technology companies eventually came crashing back...
