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During the Second Quarter, Third Point returned -9.3% in the flagship Offshore Fund. During the second quarter, we significantly reduced risk and took steps to protect capital. In recent weeks we have identified several new positions and covered most of our single name shorts, bri...
Akre Capital Management’s 13F portfolio value decreased from $14.67B to $12.49B this quarter. They added Snowflake and increased DigitalBridge & Goosehead Insurance while decreasing Mastercard, CoStar Group, and Alarm.com during the quarter. They also dropped ANSYS. The...
Dan Loeb's hedge fund Third Point said that the largest recent addition to its portfolio is Disney ( NYSE: DIS ). Third Point purchased Disney ( DIS ) near its year lows after having exited it at the end of last year and in the beginning of this year, according to a copy...
While it's never a good idea to slavishly follow analyst price targets (which often get revised downward after the share price falls), these projections can be a marker for finding value among stocks you might be interested in. These Wall Street analyst consensus price targets can help ...
On May 18, I wrote the first of three articles stating that healthcare stocks, and specifically biopharmaceuticals, had likely bottomed. XBI was at 68 and IBB 114. Both XBI and IBB have increased since then. I viewed the valuations a few months ago as being compelling in several insta...
Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Durable Advantage Fund (the “Fund”) declined 15.7% (Institutional Shares) during the second quarter. ...
There is a clear and distinct trend throughout the history of stock investing slowly moving away from the professional money managers into the hands of the everyday man. Long before the rise and popularization of social media, it was finance and investment television shows that played...
This article updates one I wrote in August 2021 based on a template article by David Van Knapp, written in June 2020. We both use the DVK Quality Snapshots scoring system to assess the quality of dividend growth stocks. The system employs five quality indicators from independent s...
Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...
Analysis of the top ten pharma and medical device companies shows a 2% advantage for medical device on a total return basis over the last ten years. There are many possible reasons for this difference but patent cliffs and litigation are problems for Pharma. Investors seeking supe...
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2024-07-26 10:45:04 ET Pacific Biosciences of California Inc (PACB) PACB is trading UP for the last 5 days, and it at trading at $2.10 with volume of 3,952,245 and a one day change of $0.19 (9.97%). Pacific Biosciences of California Inc has a 52-week low of 1.16 and a 52-week high o...
Beckman Coulter's DxI 9000 Immunoassay Analyzer Honored at Premier, Inc.'s Annual Supplier Innovation Celebration PR Newswire BREA, Calif. , July 25, 2024 /PRNewswire/ -- Beckman Coulter Diagnostics, a clinical diagnostics leader, today announced that the Dx...
2024-07-23 20:30:03 ET Goldman Sachs analyst issues NEUTRAL recommendation for DHR on July 23, 2024 06:19PM ET. The previous analyst recommendation was Neutral. DHR was trading at $264.18 at issue of the analyst recommendation. The overall analyst consensus : BUY. Cu...