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Goldman Sachs recently published its analysis of hedge fund and mutual fund positions, noting that equity exposure is still low but has rebounded. Goldman looked at 758 hedge funds with $2.3T of gross equity positions and 543 mutual funds with $2.4T in assets under management at the start of ...
Summary The dividend increases continued to come fast and furious in February. Home Depot and Silgan both announced 10%+ increases as Genuine Parts and Walmart extended their dividend growth records. Things will slow down in March, but investors will see double-digit boosts from Dol...
WOKING, UK / ACCESSWIRE / February 23, 2023 / Linde (NYSE:LIN)(FWB:LIN) announced today that the Irish High Court hearings regarding its intercompany reorganization are scheduled for February 27, 2023. Once the reorganization is approved by the Irish High Court, Linde expects its last trading da...
Summary I propose leveraging the stock selection criteria from the underlying index of SCHD to build a portfolio with a subset of Dividend Aristocrats. I am tracking two portfolios built using this process and comparing the results to NOBL and SCHD. Both portfolios started out trail...
Summary Wallace Weitz's 13F portfolio value increased from $1.70B to $1.76B this quarter. Weitz Investment Management increased Meta Platforms, Gartner, and Oracle while decreasing CoStar Group, Roper Technologies, and Liberty Global. The top three positions are Berkshire Hathaway, ...
Summary NZS Capital is an investment company focused on adaptable, innovative businesses that work toward maximizing non-zero-sum (NZS, or win-win) outcomes for their investors, customers, employees, society, and the global environment. The narrowing of economic and rate expectations co...
Summary Linde has good long-term growth prospects and significant margins. The company's free cash flow has powered its share buybacks, boosting EPS. Linde's dividend yield is too low. Uncertain economic conditions may pose a challenge to the company. The fight against infla...
Summary Mining/metals and construction materials show attractive value and quality scores. We look at Invesco S&P 500 Equal Weight Materials ETF, an equal-weight ETF beating capital-weighted funds in valuation and past return. 4 stocks cheaper than their peers in February. ...
Summary APD reported fiscal Q1 adjusted EPS of $2.64 with a 7% decline in stock price after earnings release. The company has a sound balance sheet, growing dividends, and an ambitious capital allocation plan with a strong track record of capital deployment. I lowered my fair value ...
Linde ( NYSE: LIN ) +4.2% in Tuesday's trading after reporting better than expected Q4 adjusted earnings , helped by clean hydrogen projects as companies seek to cut emissions. Q4 adjusted operating profit rose 9% Y/Y to $2B, led by higher price and continued productivity init...
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WOKING, UK / ACCESSWIRE / July 18, 2024 / Linde (Nasdaq:LIN) announced today it has been named a Top 50 company by Fair360, formerly known as DiversityInc. The annual Fair360 Top 50 Companies list identifies large U.S. employers that demonstrate workplace fairness. Inclusion is determined follo...