Value Investing

Major Changes Seen in Berkshire Hathaway and Warren Buffett Stock Holdings

Posted: August 14, 2018 at 5:35 pm

Berkshire Hathaway Inc. (NYSE: BRK-A) has released its major list of public equity holdings as of June 30, 2018. This is the largest conglomerate in America, and founder Warren Buffett ...
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Will Zero-Fee ETFs and Mutual Funds Destroy the Profitability of Investment Managers?

Posted: August 9, 2018 at 10:45 am

When investors place money with mutual fund managers or invest in exchange traded funds and equities, they automatically assume that they will have to pay fees. These may be one-time ...
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The Next 15 Companies Set to Join the $100 Billion Market Cap Club

Posted: August 7, 2018 at 1:00 pm

The stock market has become enthralled with market capitalization valuations now that Apple Inc. (NASDAQ: AAPL) has reached the elusive $1 trillion mark. Several companies are ready to join Apple ...
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8 Dirt Cheap Technology Stocks at Huge Discounts to the Stock Market

Posted: August 6, 2018 at 12:05 pm

The nine-year-old bull market has evolved into a choppy market in 2018. Many investors feel that the current valuations are stretched, and some investors feel that the valuations may be ...
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The Next 10 US Companies That Might Catch Apple in the $1 Trillion Value Club

Posted: August 6, 2018 at 10:30 am

In the old days, there were some clear lines between a stock being classified as large cap or mega-cap. The dividing line for mega-cap used to be $100 billion in ...
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How the Top 10 US Companies Rank in the $1 Trillion Market Cap Race

Posted: July 24, 2018 at 10:40 am

The quest for a U.S. company to reach $1 trillion in market capitalization continues. As of July 24, 2018, Apple was leading the charge to the $1 trillion market cap ...
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7 Huge Analyst Calls That Were Largely Ignored or Overlooked This Week

Posted: July 14, 2018 at 7:55 am

The week of July 13 was another wild one for the equity markets. Investors are getting to grapple with a nine-year-old bull market that is facing rising gross domestic product ...
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8 Top Picks From Credit Suisse With Implied Upside of 50% or More

Posted: July 12, 2018 at 12:10 pm

Investors have been finding it harder to generate positive returns in 2018 than in 2017 and the few prior years. The bull market is effectively nine years old, and trade ...
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Merrill Lynch Issues Top 8 US Stock Ideas for Q3 2018

Posted: July 3, 2018 at 10:50 am

It's hard to believe the first half of 2018 already has ended. It's also hard to imagine that the Dow Jones industrials and S&P 500 have done very little in ...
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2018 Dow Laggards Could Offer Material Upside Into 2019

Posted: July 2, 2018 at 11:05 am

Many investors want to buy stocks when they feel they are cheap, but many of those same investors freeze like a deer in the headlights after bad news or after ...
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Beyond Madison Square Garden, Investors Can Soon Own the New York Knicks and New York Rangers

Posted: June 28, 2018 at 9:20 am

One of the best things about having a diversified stream of revenues from different operating units is that a company doesn't have to rely only on one metric. Then again, ...
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Technology Still Dominates the Current Top 10 Holdings in Hedge Funds

Posted: June 12, 2018 at 12:09 pm

We have always maintained here at 24/7 Wall St. that keeping portfolio holdings a secret among managers at hedge fund and mutual funds is probably not their best quality, as ...
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SVB, Parent of Silicon Valley Bank, May Be the Top Bank of 2018

Posted: May 2, 2018 at 3:20 pm

SVB Financial Group (NASDAQ: SIVB) may have turned out to be the most prized bank in America after earnings season for the first quarter of 2018. After looking over its ...
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The Independent Research Case for GE Shares to Go Back to $20 or Even Higher

Posted: April 23, 2018 at 10:30 am

It is no secret that shares of General Electric C.. (NYSE: GE) have been in trouble and that there may be no easy fix for the conglomerate. Most investors have ...
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US Bancorp May Have a Serious Valuation Issue

Posted: April 19, 2018 at 10:30 am

U.S. Bancorp (NYSE: USB) should be positioned to do well compared with the rest of the major banks in 2018 and beyond. The problem is that you would never know ...
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