Hedge Fund Manager David Einhorn Unveils Two New Trades at the Sohn Conference (CNBC) Hedge fund manager David Einhorn discussed two positions his firm......
(read more)May 6 - Hedge Funds, Insider Trading - Comments
Bridgewater, RenTech Make $13 Billion in a Grim Year for Hedge Funds (Bloomberg) Ray Dalio’s Bridgewater Associates and Jim Simons’ Renaissance Technologies......
(read more)January 28 - Hedge Funds, Insider Trading - Comments
RiverPark opened a small position in UnitedHealth Group Inc (NYSE:UNH) during the fourth quarter. In its Long/Short Opportunity Fund Q4 Investor Letter......
(read more)February 18 - News - Comments
Merck & Co., Inc. (NYSE:MRK) (Ticker.tv) On Tuesday before the market opened, shares of Merck & Co ($MRK) were gapping up on news of positive......
(read more)January 16 - Market Movers, News - Comments
The top 12 biggest defense contractors in America in 2017 amassed over 240,000 contracts from the Department of Defense alone and get billions of dollars......
(read more)November 6 - News - Comments
The U.S. health insurance industry is one of the largest in the world and that’s why we look at the 11 best insurance companies to invest in 2017.......
(read more)June 5 - Hedge Funds, Lists, News - Comments
The 10 biggest HMOs in USAÂ are among the companies that strive to reduce your out-of-pocket medical costs and monthly premiums. HMO stands for Health......
(read more)February 21 - Lists, News - Comments
A number of seemingly outdated but still relevant studies on insider trading claim that corporate insiders are contrarian investors. More importantly,......
(read more)February 3 - Insider Trading, News - Comments
Most of the 10 largest health insurance companies in America are publicly-traded and have registered solid returns over the past five years. The US......
(read more)January 30 - Lists, News - Comments
Vulcan Value Partners, Llc is a Birmingham-based hedge fund. The fund invests in publicly-traded companies using a long-term investment horizon. The fund......
(read more)November 26 - Hedge Fund Analysis, Hedge Fund Investor Letters, Hedge Funds, News - Comments
It’s a green day on Wall Street as all three indexes are higher. The Dow has jumped by 77 points, the S&P is 0.6% in the green, and the NASDAQ......
(read more)October 18 - Earnings Report, News - Comments
With tens of millions of Americans expected to tune in for the Presidential debates, with the first beginning on Monday, the odds of one candidate prevailing......
(read more)September 26 - Hedge Funds, News - Comments
As traders and other stock market participants were coming back from the Labor Day holiday, it’s no surprise that both insider trading activity......
(read more)September 12 - Hedge Funds, News - Comments
Although it’s the middle of earnings season, the markets are relatively quiet this morning. The VIX is below 13, and all three index futures are......
(read more)July 19 - Market Movers, News - Comments
One way to monitor dividend growth investments is by checking the weekly list of dividend increases. I also find helpful to monitor the annual raises......
(read more)June 14 - Dividend Stocks, News - Comments
The markets have bounced back after opening in the red this morning, due to concerns that a Brexit might lead to potential chaos in the financial sector......
(read more)June 13 - Market Movers, News - Comments
Sprott Asset Management is a Toronto-based alternative asset manager founded by billionaire Eric Sprott, a widely-knowninvestor usually  bullish on the......
(read more)April 23 - Dividend Stocks, Hedge Fund Analysis, Hedge Funds, News - Comments
It’s the heart of earnings season, as many big companies are now reporting their first quarter results. Among the stocks that reported earnings......
(read more)April 19 - Market Movers, News - Comments
Insider Monkey calculates a fund’s long stock picking skill by looking at the weighted average returns of its long positions in companies with a market......
(read more)April 8 - Hedge Funds, News - Comments
Numerous studies conclude that corporate insiders act as contrarian investors, as they usually tend to buy low and sell high. The efficient market hypothesis......
(read more)February 8 - Insider Trading, News - Comments
With volatility a bit lower this morning after yesterday’s more than 2% move, Â Fiat Chrysler Automobiles NV (NYSE:FCAU), Chipotle Mexican Grill......
(read more)January 14 - Market Movers, News - Comments
Given that billionaire Cliff Asness was a research assistant to the founder of the Efficient Market Theory, it might seem logical that he wouldn’t......
(read more)December 6 - Hedge Funds, News - Comments
Even though Eric Sprott bets most of Sprott Asset Management‘s capital on precious metals such as gold and silver, he still invests a portion in......
(read more)November 4 - Hedge Funds, News, Tech - Comments
The health insurance industry overall has been one of the best performing sectors not only this year, but for the past five years. With news of mergers......
(read more)September 28 - Hedge Funds, News - Comments
In its financial results for the second quarter, UnitedHealth Group Inc. (NYSE:UNH) managed to beat estimates for both the top and bottom lines. The $......
(read more)July 16 - Earnings Report, Hedge Funds, News - Comments
Tracking the smart money pays off and that’s been proven yet again in the case of Humana Inc (NYSE:HUM). In our recent “5 Takeover Targets Hedge......
(read more)July 3 - Hedge Funds, News - Comments
After an analysis of the portfolio of Matthew Tewksbury’s Stevens Capital Management, it is highly likely that the investment manager has unlocked......
(read more)June 24 - Hedge Fund Analysis, Hedge Funds, News - Comments
Tom Gayner’s Markel Gayner Asset Management, the investment division of financial holding company Markel Corporation (NYSE:MKL), has filed its latest......
(read more)May 14 - Hedge Funds, News - Comments
John Shapiro‘s equity holdings for his fund Chieftain Capital delivered an outstanding 10% weighted average return for the first quarter of 2015......
(read more)April 20 - Hedge Funds, News - Comments
Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case......
(read more)September 17 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)September 17 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)September 17 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)September 16 - News - Comments
Obamacare has become one of the most contentious pieces of legislation ever passed. It has created a huge rift in the U.S. between supporters who believe......
(read more)September 15 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)September 14 - News - Comments
Imagine this scenario if you will. You’ve worked for decades as a hardware engineer for International Business Machines Corp. (NYSE:IBM). Within......
(read more)September 10 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)September 6 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)September 6 - News - Comments
UnitedHealth Group Inc. (NYSE:UNH)Â is in a unique position today. The health insurance giant’s stock reached an all-time high in intraday action......
(read more)September 5 - News - Comments
Will the Affordable Care Act, a.k.a. Obamacare, begin a “death spiral” in 2014? The scary-sounding term “death spiral” is used......
(read more)September 3 - News - Comments
Change is here, with more on the way, in the world of health care. And with all of this change, there are plenty of new terms and buzzwords floating about......
(read more)September 3 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case......
(read more)August 30 - News - Comments
Think you’re paying too much for health care in your state? You could be right. Some states report significantly higher health costs than others......
(read more)August 29 - News - Comments
Every investor has heard the old line “sell in May and go away.” That wasn’t such great advice this year with the S&P 500 index......
(read more)August 26 - News - Comments
What is perhaps the biggest Obamacare news story of all from the past couple of weeks isn’t getting much attention. You have probably heard and......
(read more)August 22 - News - Comments
If you think most Americans are confused about upcoming changes related to the Affordable Care Act, commonly referred to as Obamacare, you’re right......
(read more)August 19 - News - Comments
Dividend investors would be wise to focus not just on a stock’s current yield, but also on the long-term growth potential of its dividends. That......
(read more)August 19 - News - Comments
The Dow Jones Industrial Average (Dow Jones Indices:.DJI) is only a couple of days removed from setting fresh all-time highs. The market’s most......
(read more)August 13 - News - Comments
Good-bye, health insurers — and good riddance. That’s essentially the message from the majority leader of the U.S. Senate. Last Friday, Sen......
(read more)August 13 - News - Comments
