EW News and Press, Edwards Lifesciences Corporation From 09/20/20

This article is part of a series that provides an ongoing analysis of the changes made to Wedgewood Partners' 13F stock portfolio on a quarterly basis. It is based on David Rolfe's regulatory 13F Form filed on 08/14/2020. The 13F portfolio value increased ~12% from $528M to $590M this quarte...

Due to the pandemic, Edward Lifesciences' (EW) sales were not as robust in 1H20 compared to recent quarters/years. As a result, management pulled back their guidance but the stock price remained fairly steady before its recent increase higher. Now, the stock price is up ~13% over a 1-year peri...

It's been a painful week for growth investors given significant declines in technology-oriented indexes and exchange traded funds. The NASDAQ 100 ETF ( QQQ ) fell over 11% from its intraday high this month to its intraday low this week, and returns were worse for software investors given the...

This article is part of a series that provides an ongoing analysis of the changes made to Larry Robbins' 13F portfolio on a quarterly basis. It is based on Robbins' regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Larry Robbins' Glenview Capital Management Portfolio artic...

The SPDR S&P 500 Trust ETF ( SPY ) is tumbling following a massive rally that's taken a few breathers since March isn't surprising. Our service's sentiment indicator has been flashing warning signs for weeks, prompting us to highlight the risk of a pending market drop here and here. ...

Stocks have a tendency to rally further than anybody thinks, and animal spirits could continue rewarding being long, but rules governing risk control will be key when the music stops, so investors ought to be planning exit strategies now, while the going is good. If they don't, the risk of rea...

Investment Thesis Baxter International's (BAX) global presence signals fundamental strength, albeit with a bumpy Q2 exit, missing the Street's estimates on revenue by -4%, net income by -21% and EPS by $0.07. BAX has comparative advantages relative to peers within the medical devices and ins...

Investors are shifting attention to industrial goods and selectively, basic materials baskets, but our overbought indicator continues to flash warning signals , suggesting stocks are overheated and due for a breather. If the market retreats, then proper positioning will be key, particularly...

The stock market has a way of surprising and our overbought indicator suggests investors banking on uninterrupted gains could be disappointed. Weekly, we track how many of the 1,500 widely-traded stocks in our marketplace universe are trading 5% or higher above their 200-day moving average. ...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 08/07/2020. Please visit our Tracking Kenneth Fisher's Fis...