BMYMP News and Press, Bristol-Myers Squibb $2Pr From 06/01/22

The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors. Q1 2022 was marred by tragedy on a global scale and investors encountered three months of volatile trading induced by persistently high inflation, rising rates, and ...

QUVIVIQ (Daridorexant) and PIVLAZ (Clazosentan) are now commercialized by Idorisa, and Johnson & Johnson is distributing Ponvory (Ponesimod). The Swiss and Canadian health authorities are supposed to give their feedback on QUVIVIQ very soon. The stock price has been repeatedly...

Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Emerging Markets (EMs) declined sharply, primarily due to the collapse in Russian equities brought about by economic sanctions against Russia because of i...

A recent 13F filing showed that Dr. Michael Burry (of the Big Short fame) has shorted Apple via put options. What could Dr. Burry be seeing here? I have some ideas. Take a look at stocks Burry is buying instead. For further details see: Bombshell 13F Filing: Michael Burr...

Michael Burry sold all of his previous positions except for one, Bristol-Myers Squibb. New positions include a number of large tech names, with a large put position as a potential hedge. New value stock positions range from retailers (with shades of his successful GameStop trade) ...

Berkshire Hathaway's 13F stock portfolio value increased from ~$331B to ~$364B. Their largest three holdings are at ~62% of the entire portfolio. Berkshire Hathaway added Occidental Petroleum, HP, Citigroup, and Paramount Global while reducing Verizon Communications. They also inc...

Silver Ring Value Partners provides investment advisory services. The Company offers portfolio management, financial planning, and trading services. Silver Ring Value Partners serves investors in the State of Massachusetts. The portfolio’s market value is roughly unchanged thus...

VFVA is an actively managed value ETF with a high turnover. The heaviest sector is financials. The fund has lagged its benchmark since inception. Its return is similar to other value ETFs, but risk metrics are more concerning. For further details see: VFVA: Riskier T...

IYH gained 12% during 7 weeks from February 22, and then fell by 9% in the next 3 weeks. IYH posted strong price returns over the medium and long term, but generated 1% yield. Biotechnology and Life Sciences Tools & Services companies historically had cyclical price movements,...

Kahn Brothers’ 13F portfolio value increased from $741M to $788M this quarter. Citigroup, ViewRay, and VOXX International were increased during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 13F holdings. ...