Stock investment – Hot Blogger Calendar http://hotbloggercalendar.com/ Sat, 04 Dec 2021 09:08:48 +0000 en-US hourly 1 https://wordpress.org/?v=5.8 https://hotbloggercalendar.com/wp-content/uploads/2021/11/icon-12.png Stock investment – Hot Blogger Calendar http://hotbloggercalendar.com/ 32 32 Korean investors’ overseas equity investment exceeds $ 100 billion https://hotbloggercalendar.com/korean-investors-overseas-equity-investment-exceeds-100-billion/ Fri, 03 Dec 2021 06:07:00 +0000 https://hotbloggercalendar.com/korean-investors-overseas-equity-investment-exceeds-100-billion/ The amount of foreign currency securities deposited with the Korea Securities Depository (KSD) exceeded US $ 100 billion for the first time in history. Thanks to recent strong growth in cross-border direct equity investments by Korean investors, the amount of foreign currency securities deposited with the Korea Securities Depository (KSD) exceeded $ 100 billion for […]]]>
The amount of foreign currency securities deposited with the Korea Securities Depository (KSD) exceeded US $ 100 billion for the first time in history.


Thanks to recent strong growth in cross-border direct equity investments by Korean investors, the amount of foreign currency securities deposited with the Korea Securities Depository (KSD) exceeded $ 100 billion for the first time in history.

According to the KSD, the amount of foreign currency securities in its custody stood at US $ 102.1 billion as of November 26.

The amount of foreign currency securities deposited with the KSD has increased more than tenfold over the past 190 years. It rose from $ 9.7 billion at the end of 2012 to nearly $ 40 billion at the end of 2017 and exceeded $ 70 billion at the end of 2020.

By market, the US stock market accounted for 67.4% with US $ 68.81 billion, followed by the euro market with 21.1% or US $ 21.55 billion. Hong Kong was worth 3.79 billion US dollars or 3.7 percent.

Along with the increase in the amount of foreign currency securities deposited, the settlement of foreign securities by Korean investors has also increased. In 2021, foreign equity settlements reached $ 441.2 billion, up 36.4% from $ 323.4 billion in 2020. The average annual growth rate over the past three years has reaches almost 60%.

In terms of settlement amount, US stocks made up 76.7% of the total, followed by European stocks with 17.4% and Hong Kong stocks with 3.4%.

Analysts say the increase in the number of Koreans investing in foreign stocks has been fueled by better access to foreign stock markets and increased interest in foreign stocks.

Korean investors preferred US tech stocks, including Tesla, in 2021. As of November 26, Tesla shares worth $ 14.82 billion have been deposited with the Korea Securities Depository.

Tesla was followed by Apple ($ 4.38 billion), Nvidia ($ 3.02 billion) and Google’s parent company Alphabet ($ 2.2 billion).

What is notable is that companies listed on the stock markets of Japan, China and Hong Kong have disappeared from the list of preferred foreign stocks by Korean investors. The top five stocks filed with the KSD in 2018 included Amazon, Japan-based Goldwin (US $ 450 million), Chinese company Heng Rui Pharmaceutical (US $ 310 million) and Tencent (US $ 250 million).


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Get Black Friday Savings On Today Equity Investment Training Package https://hotbloggercalendar.com/get-black-friday-savings-on-today-equity-investment-training-package/ Mon, 22 Nov 2021 15:00:00 +0000 https://hotbloggercalendar.com/get-black-friday-savings-on-today-equity-investment-training-package/ Free trading is becoming the norm and apps like Robinhood are making it easier than ever to enter the market. But trading isn’t just about throwing money at giants like Tesla or Apple. If you want to see growth, you are going to want to learn how to analyze the market. There is a science […]]]>

Free trading is becoming the norm and apps like Robinhood are making it easier than ever to enter the market. But trading isn’t just about throwing money at giants like Tesla or Apple. If you want to see growth, you are going to want to learn how to analyze the market.

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Outlook 2022: Semiconductor: Invest in stocks, expect stock prices to rebound https://hotbloggercalendar.com/outlook-2022-semiconductor-invest-in-stocks-expect-stock-prices-to-rebound/ Thu, 18 Nov 2021 06:17:03 +0000 https://hotbloggercalendar.com/outlook-2022-semiconductor-invest-in-stocks-expect-stock-prices-to-rebound/ The author is an analyst with NH Investment & Securities. He can be reached at hwdoh@nhqv.com. – Ed. While a cycle of downturn in the memory market is expected to last from 4Q21 to 2022, such expectations have already been reflected in chipmaker stock prices, which have fallen in the past 10 months. Since stock […]]]>

The author is an analyst with NH Investment & Securities. He can be reached at hwdoh@nhqv.com. – Ed.

While a cycle of downturn in the memory market is expected to last from 4Q21 to 2022, such expectations have already been reflected in chipmaker stock prices, which have fallen in the past 10 months. Since stock prices tend to precede industry conditions by about six months, our advice is to implement equity investment strategies, expecting prices to rebound rather than additional fixes.

Recently, the demand for memory chips has been low. Having benefited from the Covid-19 crisis, demand for PCs weakened after peaking in 3Q21. While demand for data centers has been relatively healthy, investment in data centers is slowing due to declining data center utilization rates and government regulations.

However, we take a positive view that memory manufacturers such as SEC and SK Hynix plan to make cautious investments in DRAM in 2022, given the low demand. These movements should limit supply growth and improve DRAM supply and demand conditions in 2H22. We also draw attention to the likelihood that SEC’s foundry business and SK Hynix’s NAND business will benefit from fundamental improvements.

I. Unfavorable supply / demand conditions

Memory supply / demand conditions should become unfavorable from 4Q21, with DRAM contract prices likely decreasing by 4% qq in 4Q21 and 15% qq in 1Q22. Record-breaking investments in 2021 have finally started to wreak havoc on the market. On top of that, global PC demand has slowed, having peaked in 3Q21. The demand for DRAM in data centers has also declined, driven by tighter government regulations, improved iOS privacy, and lower peak usage rates in data centers. When it comes to mobile DRAM, global demand for smartphones remains lukewarm, with the exception of the iPhone 13 series and SEC foldable smartphones.

II. Improved supply / demand from 2H22


We expect memory supply / demand conditions to start improving from 4Q22. First, the effects of supply control efforts by major chipmakers including SEC and SK Hynix (2022 capital spending expected to be sharply reduced) are expected to materialize from 2Q22. Investment in data centers is also expected to pick up from 3Q22, in line with the rollout of Intel’s Sapphire Rapids processor in 1H22 and the anticipated increase in data center utilization rates. Strong sales of foldable phones and the deployment of high-performance virtual reality devices are expected to help drive demand for mobile DRAM.

III. Focus on new technologies such as 3D SoIC and high NA UVR

New technologies expected for 2022 include hybrid bonding, high NA EUVs, and SiC / GaN semiconductors. TSMC and AMD plan to deploy SoIC-based 3D processors in 2022. Meanwhile, ASML is expected to ship high NA EUV equipment in 2023. We also expect explosive growth in demand for SiC / GaN power semiconductors in line with the expansion of the global EV market. . Associated beneficiaries include ASML, Wolfspeed, TSMC, AMD, Park Systems and Hanmi Semiconductor.

IV. The best choice

We maintain a positive note on the semi-con sector. Although supply and demand conditions for memory chips started to deteriorate from 4Q21, the related concerns have already been reflected in stock prices over the past 10 months. Supported by chipmakers’ supply adjustment efforts and expected demand dynamics (DDR5, etc.) in 2022, supply and demand conditions are expected to improve from 2H22. We advise you to pay attention to the full-fledged growth of SEC’s foundry division and the growing competitiveness of SK Hynix’s NAND division.


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HC orders investigation into Idra president’s equity investment https://hotbloggercalendar.com/hc-orders-investigation-into-idra-presidents-equity-investment/ https://hotbloggercalendar.com/hc-orders-investigation-into-idra-presidents-equity-investment/#respond Wed, 10 Nov 2021 16:35:00 +0000 https://hotbloggercalendar.com/hc-orders-investigation-into-idra-presidents-equity-investment/ The High Court on Tuesday asked the Anti-Corruption Commission (ACC) and the Bangladesh Financial Intelligence Unit (BFIU) to investigate allegations of huge equity investments through ‘shell companies’ by Dr Mosharraf Hossain, Chairman of the Insurance Development and Regulatory Authority (Idra). Following a written request by a retail equity investor, the division bench of Judge M […]]]>

The High Court on Tuesday asked the Anti-Corruption Commission (ACC) and the Bangladesh Financial Intelligence Unit (BFIU) to investigate allegations of huge equity investments through ‘shell companies’ by Dr Mosharraf Hossain, Chairman of the Insurance Development and Regulatory Authority (Idra).

Following a written request by a retail equity investor, the division bench of Judge M Enayetur Rahim and Md Mostafizur Rahman ordered the ACC and BFIU to submit their reports to the court within 30 days.

The court also issued a rule asking the relevant authorities to explain why the stock transactions through four funds of two alleged shell companies,
allegations of corruption and money laundering against Dr Mosharraf and his wife will not be investigated and prosecution will be brought against them accordingly.

The Secretary of the Financial Institutions Division, the Chairman of the ACC, the Chairman of the National Board of Revenue, the Executive Director of the Bangladesh Bank leading the BFIU,
Director General of the Directorate of Labor were asked to respond to the rule.

Abu Saleh Mohammad Amin Mehedi’s allegations in his Brief Request submitted documents to support his claims that Dr. Mosharraf invested more
Tk4.2 crore in the capital market through two provident funds and two bonus funds from its family businesses – Loves and Lives Organics Ltd and
Gulshan Valley Agro Industries Ltd.

The applicant alleges that Dr Mosharraf uses the two companies as shell companies for his equity investment, citing the disproportion between the size of the investment and the profile of the companies which, according to Dr Mosharraf, have not yet started their activities .

It has registered all four funds as Eligible Institutional Investors (EIIs) and has benefited from priority allocation of primary shares in numerous initial public offerings over the past few years since the inception of the provident and gratuity funds. companies and their employees in 2017 and 18.

In the secondary stock market, all four funds have investments.

Like Mosharraf’s mandate as a director in the two private companies, the chairmanship of the boards of directors of the four funds is prohibited for a president of Idra, the petitioner’s lawyers argued, citing the Idra law of 2010.

At the end of September, after a hearing on a separate petition by the same stock market investor, the High Court issued a ruling against the Financial

The secretary of the institutions division of the finance ministry asked him to answer why Mosharraf’s appointment would not be declared illegal.

The petitioner claimed that the funds were “fictitious” because Mosharraf himself manages the investment accounts of IIAs.

Lawyer Mustafizur Rahman, a lawyer for the petitioner, told The Business Standard: “How many employees do the two companies, which have not yet started operations, have? And how much have employees contributed to the funds in just 3-4 years? “

The Trust Law allows these funds to best invest 25% of their total assets and if the four funds have complied with the law, they must have had more than Tk 12 million in total assets, he said. he argued.

And, to build 12 crore Tk of total assets in the contributory bonus and provident funds of the two companies, he must have more than 100 crore Tk in salary payments to employees and such salary payment requires 600 crore of Tk to Tk 1,200 crore in annual sales.

“Is one of Mosharraf’s self-proclaimed non-operational businesses that big?” Asked the lawyer.

“The funds’ bank account statements also revealed taka crores in transactions,” he added. “Our client pleaded for an investigation into the source of these huge sums.”

When contacted, Dr Mosharraf Hossain told TBS: “To my knowledge, the government department does not prohibit investments in the capital market because it does not take too long to buy and sell in the market. modern scholarship holder.

“I have been a capital market professional and have tried the best ways for my family businesses to invest in the country’s thriving capital market,” he said over the phone.

Regarding the huge investment and the small profile of the companies, he said: “In an investment account one can use the borrowed money as equity, and in addition to that the brokers also offer a margin loan, and the size of the investment may increase over time. “

“A group is desperately working against me because of my regulatory obligations,” he complained.

Meanwhile, the ACC is also investigating the alleged acts of Dr Mosharraf for bribery of a leading life insurer, Delta Life Insurance Company Ltd, almost a year ago.


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Always think long term in any equity investment https://hotbloggercalendar.com/always-think-long-term-in-any-equity-investment/ https://hotbloggercalendar.com/always-think-long-term-in-any-equity-investment/#respond Mon, 08 Nov 2021 21:01:43 +0000 https://hotbloggercalendar.com/always-think-long-term-in-any-equity-investment/ Business Always think long term in any equity investment Tuesday 09 November 2021 Financial stock market graph illustration. PHOTO | BOWL By MURORI KIUNGAMore from this author Summary Despite the efforts of the Capital Markets Authority and other stakeholders to educate the general public on the importance of investing in stocks, public participation is still […]]]>

Business

Always think long term in any equity investment


Financial stock market graph illustration. PHOTO | BOWL

murori

Summary

  • Despite the efforts of the Capital Markets Authority and other stakeholders to educate the general public on the importance of investing in stocks, public participation is still very low.
  • Stock market investing is for everyone and if done right it offers the highest returns over the long term.
  • As a general rule, when investing in the stock market, always keep the long term in mind and avoid being driven by emotions.

Sammy, one of the frequent readers of this column, asked me if it was a wise decision to invest in MTN Uganda’s ongoing Initial Public Offering (IPO).

MTN Uganda is a subsidiary of MTN Group Limited, a South African multinational mobile telecommunications company, operating in many African and Asian countries with headquarters in Johannesburg.

MTN Uganda opened its IPO of 20 percent of its shares on October 11 and the offering will close on November 22. Kenyans are eligible to participate alongside other citizens of East African countries. The shares are regulated by the Capital Markets Authority of Uganda (CMA) and listed on the Uganda Securities Exchange (USE).

Sterling Capital Limited’s regional coordinator and investment manager Benson Kasyoka Kivai pointed out that MTN Uganda is the main mobile operator in Uganda, controlling 59.1% of the telecommunications market.

Sterling Capital has partnered with Equity Brokers, Uganda to facilitate the purchase of MTN Uganda IPO.

MTN Uganda has seen its subscriber base grow at a compound annual growth rate (CAGR) of 25.7% over the past three years, from 11.3 million in 2018 to 14.2 million in 2020 and this growth is expected to continue given Uganda’s low mobile phone rate. penetration rate of only 61.1 percent, which is lower than other African peers.

The low mobile penetration rate, high population growth rates and a gross domestic product (GDP) growth rate of +/- 5% in the medium term provide a very favorable environment for the growth of the mobile telecommunications industry. and good returns on investment for investors.

There are also huge growth opportunities in the data and fintech services segments.

Uganda’s internet penetration rate increased significantly between 2016 and 2020, from 15.8% to 26.1%.

Generally, the stock market is one of the least understood areas of investment, it is hated and loved by different categories of people in equal measure.

Despite the efforts of the Capital Markets Authority and other stakeholders to educate the general public on the importance of investing in stocks, public participation is still very low. The majority of potential investors see the stock market as a risky business or one with dismal returns, especially if you don’t have a lot of money.

This is far from being the truth. Stock market investing is for everyone and if done right it offers the highest returns over the long term. It even outperforms the real estate investment which is the favorite of many people. However, in the short term it is a very risky business and you can easily lose money.

A good example is the Safaricom IPO in 2008, where many people lost money just like others made their fortunes.

Telecom’s performance had disappointed many investors in the first three years after listing, with the worst to come when it hit a low of 2.50 shillings, half the offer price in 2011.

Many investors lost confidence and sold their stocks taking huge losses. But it turned out that the stock appreciated over the following years and generously rewarded patient investors.

As a general rule, when investing in the stock market, always keep the long term in mind and avoid being driven by emotions.

Mr. Kiunga is the author of The Art of Entrepreneurship: Strategies for Success in a Competitive Market


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Is Shake Shack Inc. (SHAK) still a worthy equity investment? https://hotbloggercalendar.com/is-shake-shack-inc-shak-still-a-worthy-equity-investment/ https://hotbloggercalendar.com/is-shake-shack-inc-shak-still-a-worthy-equity-investment/#respond Mon, 25 Oct 2021 18:04:42 +0000 https://hotbloggercalendar.com/is-shake-shack-inc-shak-still-a-worthy-equity-investment/ Alger, an investment management company, has published its letter to investors “Alger Small Cap Focus Fund” for the third quarter of 2021 – a copy of which can be found. downloaded here. The largest sector weightings in the portfolio during the third quarter were healthcare and information technology. The largest sector overweight was healthcare. The […]]]>

Alger, an investment management company, has published its letter to investors “Alger Small Cap Focus Fund” for the third quarter of 2021 – a copy of which can be found. downloaded here. The largest sector weightings in the portfolio during the third quarter were healthcare and information technology. The largest sector overweight was healthcare. The portfolio had no exposure to the financials, materials, real estate or utilities sectors. You can check out the top 5 holdings in the fund to get a feel for their top picks for 2021.

Algiers, in its letter to investors for the third quarter of 2021, mentioned Shake Shack Inc. (NYSE: SEQUER) and discussed his position on the company. Shake Shack Inc. is a New York-based restaurant company with a market capitalization of $ 2.9 billion. SHAK has achieved a -16.63% year-to-date return, while its 12-month returns are down -5.43%. The stock closed at $ 70.68 per share on October 22, 2021.

Here’s what Algiers has to say about Shake Shack Inc. in its Q3 2021 letter to investors:

Shake Shack, Inc. was one of the main obstacles to performance. Shake Shack is a modern “roadside” burger stand serving a classic American menu of premium burgers, hot dogs, fries, shakes, ice cream, beer, and wine. Founded by Danny Meyer’s Union Square Hospitality Group (“USHG”), Shake Shack was created by leveraging USHG’s expertise in sourcing premium ingredients, community building, hospitality, gastronomy and catering operations. There are currently 339 locations, including restaurants in 32 US states and the District of Columbia and 116 international locations in cities such as London, Hong Kong, Shanghai, Singapore, the Philippines, Mexico, Istanbul, Dubai, Tokyo, Seoul and more Again.

Shake Shack stocks underperformed in the third quarter due to a slower than expected recovery in urban areas and lower than expected margin prospects. Sales in urban locations were still down 18% year-on-year in July compared to a 23% drop in May, a modest improvement but below expectations. We believe that a delay in returning to work has caused a temporary blockage in the recovery of company margins, but this should improve as urban mobility increases and foreign tourism normalizes. On the margins, the company moved towards margins of 15 to 17% at the restaurant level, which was below expectations of 18.9%. These margin prospects took into account a rise in wages, which the company will begin to offset with a 3.5% price increase in the coming months. We believe that recovering margins can potentially follow a recovery in sales, so declining revenues in the short term can lead to weak margins, but we believe the company is well positioned when the environment normalizes as the pandemic will end. Ultimately, we believe the pandemic has accelerated Shake Shack’s digital efforts, so the company is currently positioned to have a strong online presence. Digital only made up 12% of sales in the first months of 2020, but that figure rose to 47% in the second quarter of this year. “

Examples of Witty Tinder Bio (Male)

TMON / Shutterstock.com

According to our calculations, Shake Shack Inc. (NYSE: SHAK) failed to secure a spot in our list of 30 most popular stocks among hedge funds. SEQUER was in 20 hedge fund portfolios at the end of the first half of 2021, compared to 23 funds in the previous quarter. Shake Shack Inc. (NYSE: SHAK) generated a return of -30.03% in the last 3 months.

The reputation of hedge funds as savvy investors has been tarnished over the past decade, as their hedged returns could not keep up with the unhedged returns of stock indices. Our research has shown that small cap hedge fund stock selection managed to beat the market by double digits every year between 1999 and 2016, but the margin for outperformance has shrunk in recent years. Nonetheless, we were still able to identify in advance a select group of hedge funds that have outperformed S&P 500 ETFs by 115 percentage points since March 2017 (see details here). We were also able to identify in advance a select group of hedge funds that underperformed the market by 10 percentage points per year between 2006 and 2017. Interestingly, the margin of underperformance of these stocks has increased in recent years. Investors who are long in the market and short on these stocks would have reported more than 27% per year between 2015 and 2017. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter.

At Insider Monkey, we scour multiple sources to uncover the next big investing idea. For example, lithium mining is one of the fastest growing industries right now, so we’re looking at stock locations like this. emerging lithium stocks. We go through lists like the 10 best EV stocks to choose the next Tesla which will offer a 10x return. Even though we only recommend positions in a tiny fraction of the companies we analyze, we check as many stocks as possible. We read letters from hedge fund investors and listen to equity pitches at hedge fund conferences. You can subscribe to our free daily newsletter at our home page.

Disclosure: none. This article was originally published on Monkey initiate.


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Here’s what makes Upstart Holdings (UPST) a great equity investment https://hotbloggercalendar.com/heres-what-makes-upstart-holdings-upst-a-great-equity-investment/ https://hotbloggercalendar.com/heres-what-makes-upstart-holdings-upst-a-great-equity-investment/#respond Mon, 25 Oct 2021 17:54:39 +0000 https://hotbloggercalendar.com/heres-what-makes-upstart-holdings-upst-a-great-equity-investment/ Alger, an investment management company, has published its letter to investors “Alger Mid Cap Focus Fund” for the third quarter of 2021 – a copy of which can be found. downloaded here. During the third quarter, the portfolio’s largest sector weightings were information technology and healthcare. The largest sector overweighting was industry. The portfolio had […]]]>

Alger, an investment management company, has published its letter to investors “Alger Mid Cap Focus Fund” for the third quarter of 2021 – a copy of which can be found. downloaded here. During the third quarter, the portfolio’s largest sector weightings were information technology and healthcare. The largest sector overweighting was industry. The portfolio had no exposure to the utilities or energy sectors and negligible exposure to the real estate and materials sectors. You can check out the top 5 holdings in the fund to get a feel for their top picks for 2021.

Algiers, in its letter to investors for the third quarter of 2021, mentioned Upstart Holdings, Inc. (NASDAQ: UPST) and discussed his position on the company. Upstart Holdings, Inc. is a San Mateo, California-based consumer credit company with a market capitalization of $ 26.6 billion. UPST has generated an impressive return of 193.87% year-to-date, while its 12-month returns are up sharply by 740.64%. The stock closed at $ 342.56 per share on October 22, 2021.

Here’s what Algiers has to say about Upstart Holdings, Inc. in its Q3 2021 letter to investors:

Holdings reached provides an online marketplace lending platform that is powered by artificial intelligence (AI). The platform facilitates the origination of unsecured prime and near-prime consumer loans by acting as an intermediary between consumers and lending institutions, which is a low-cap model. Upstart’s fundamental value proposition uses Al and alternative data to produce potentially high underwriting accuracy for its financial partners. Upstart differentiates its service with its Al-based models that incorporate more than 1,600 variables that they believe can more accurately quantify the risk of a loan. The system creates an automated and transparent loan product, which can generate higher approval rates and lower interest rates for customers, as well as a strong consumer credit pipeline, higher loss rates. low and reduced fraud for banking partners.

Upstart shares outperformed in the last quarter after the company said it performed well for the second quarter and raised its guidance for the year 2021. In our opinion, the results showed that the growth in volumes in the core personal loan business is strong as the Upstart marketing funnel gains scale advantages as earnings before interest, taxes, depreciation and amortization (EBITDA) margins rise and are well ahead on the forecast. Upstart also continues to gain traction in banking partnerships and to make solid progress with its nascent auto loan product which is now available in 47 states. In our opinion, the results demonstrate that Upstart has the potential to address a very large market over the next few years in a very profitable manner, and that the company’s investments in growth initiatives are paying off. “

Finance, investment, investigation

photo by Scott graham to Unsplash

Based on our calculations, Upstart Holdings, Inc. (NASDAQ: UPST) failed to secure a spot in our list of 30 most popular stocks among hedge funds. UPST was in 21 hedge fund portfolios at the end of the first half of 2021, compared to 13 funds in the previous quarter. Upstart Holdings, Inc. (NASDAQ: UPST) generated a return of 4.48% over the past 3 months.

The reputation of hedge funds as savvy investors has been tarnished over the past decade, as their hedged returns could not keep up with the unhedged returns of stock indices. Our research has shown that small cap hedge fund stock selection managed to beat the market by double digits every year between 1999 and 2016, but the margin for outperformance has shrunk in recent years. Nonetheless, we were still able to identify in advance a select group of hedge funds that have outperformed S&P 500 ETFs by 115 percentage points since March 2017 (see details here). We were also able to identify in advance a select group of hedge funds that underperformed the market by 10 percentage points per year between 2006 and 2017. Interestingly, the margin of underperformance of these stocks has increased in recent years. Investors who are long in the market and short on these stocks would have reported more than 27% per year between 2015 and 2017. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter.

At Insider Monkey, we scour multiple sources to uncover the next big investing idea. For example, lithium mining is one of the fastest growing industries right now, so we’re looking at stock locations like this. emerging lithium stocks. We go through lists like the 10 best EV stocks to choose the next Tesla which will offer a 10x return. Even though we only recommend positions in a tiny fraction of the companies we analyze, we check as many stocks as possible. We read letters from hedge fund investors and listen to equity pitches at hedge fund conferences. You can subscribe to our free daily newsletter at our home page.

Disclosure: none. This article was originally published on Monkey initiate.


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Is Exelon Corporation (EXC) a great equity investment? https://hotbloggercalendar.com/is-exelon-corporation-exc-a-great-equity-investment/ https://hotbloggercalendar.com/is-exelon-corporation-exc-a-great-equity-investment/#respond Fri, 22 Oct 2021 16:26:35 +0000 https://hotbloggercalendar.com/is-exelon-corporation-exc-a-great-equity-investment/ Heartland Advisors, an investment management firm, has released its third quarter 2021 “Heartland Mid Cap Value Fund” letter to investors – a copy of which can be found seen here. Stock selection was mixed, with holdings in real estate and financials pushing up, but the strategy lagged its benchmark Russell Mid Cap® Value Index for […]]]>

Heartland Advisors, an investment management firm, has released its third quarter 2021 “Heartland Mid Cap Value Fund” letter to investors – a copy of which can be found seen here. Stock selection was mixed, with holdings in real estate and financials pushing up, but the strategy lagged its benchmark Russell Mid Cap® Value Index for the period. Holdings in materials detracted from relative performance. The portfolio continued to exceed its base year until September 30. You can take a look at the top 5 holdings in the fund to get an idea of ​​their top picks for 2021.

Heartland Advisors, in its letter to investors for the third quarter of 2021, mentioned Exelon Corporation (NASDAQ: EXC) and discussed his position on the company. Exelon Corporation is a Chicago, Illinois-based nuclear power generation company with a market capitalization of $ 49.9 billion. EXC has achieved a 20.96% year-to-date return, while its 12-month returns are up 21.02%. The stock closed at $ 51.07 per share on October 21, 2021.

Here’s what Heartland Advisors has to say about Exelon Corporation in its Q3 2021 letter to investors:

Power help. A renewed interest in less volatile industries and income-generating businesses has helped propel less volatile names in areas such as utilities. Our positions in the sector increased slightly over the period and outperformed the benchmark on a relative basis, driven by Exelon Corp (EXC).

The company is a large, multi-state utility with regulated and unregulated operations. Following a strategic review, this year Exelon announced a plan to separate the two activities. Since the time of the announcement, investors have a clearer view of the prospects for both deals and have seen results improving, and stocks have appreciated. The decision and recent improvements, in our opinion, have paved the way for a new assessment of the company.

Based on our analysis, investors seem to underestimate Exelon’s two businesses in the current operating structure. We believe the regulated line has desirable transmission / distribution assets and strong opportunities for rate base growth. Meanwhile, the unregulated merchant power segment is trading at less than 5 times enterprise value / earnings before interest, taxes, depreciation and amortization, which is a steep discount from the average multiple of companies. electricity listed on the stock exchange.

We also believe that Exelon’s business activity, with its nuclear fleet and an inventory of alternative energy assets, is poised to benefit from the increased focus on clean energy by the Biden administration.

With stocks traded at a discount to our sum of the parts analysis, Exelon, in our view, remains an attractive opportunity compared to fully regulated utilities. “

15 largest government-owned utility companies in the United States

High voltage power lines. Electricity distribution station. high voltage electric transmission tower. Electrical distribution substation with power lines and transformers.

Based on our calculations, Exelon Corporation (NASDAQ: EXC) failed to secure a spot in our list of 30 most popular stocks among hedge funds. EXC was in 35 hedge fund portfolios at the end of the first half of 2021, compared to 44 funds in the previous quarter. Exelon Corporation (NASDAQ: EXC) generated a return of 9.78% in the last 3 months.

The reputation of hedge funds as savvy investors has been tarnished over the past decade, as their hedged returns could not keep up with the unhedged returns of stock indices. Our research has shown that small cap hedge fund stock selection managed to beat the market by double digits every year between 1999 and 2016, but the margin for outperformance has shrunk in recent years. Nonetheless, we were still able to identify in advance a select group of hedge funds that have outperformed S&P 500 ETFs by 115 percentage points since March 2017 (see details here). We were also able to identify in advance a select group of hedge funds that underperformed the market by 10 percentage points per year between 2006 and 2017. Interestingly, the margin of underperformance of these stocks has increased in recent years. Investors who are long in the market and short on these stocks would have reported more than 27% per year between 2015 and 2017. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter.

At Insider Monkey, we scour multiple sources to uncover the next big investing idea. For example, lithium mining is one of the fastest growing industries right now, so we’re looking at stock locations like this. emerging lithium stocks. We go through lists like the 12 best EV stocks to choose the next Tesla which will offer a 10x return. Even though we only recommend positions in a tiny fraction of the companies we analyze, we check as many stocks as possible. We read letters from hedge fund investors and listen to equity pitches at hedge fund conferences. You can subscribe to our free daily newsletter at our home page.

Disclosure: none. This article was originally published on Monkey initiate.


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KIC increases its investment in US stocks https://hotbloggercalendar.com/kic-increases-its-investment-in-us-stocks/ https://hotbloggercalendar.com/kic-increases-its-investment-in-us-stocks/#respond Mon, 18 Oct 2021 01:39:00 +0000 https://hotbloggercalendar.com/kic-increases-its-investment-in-us-stocks/ Korea Investment Corp. (KIC) has increased its investment in US equities this year, while reducing the proportion of equities from emerging Asia-Pacific economies, including China. Korea Investment Corp. (KIC) has increased its investment in U.S. stocks from $ 46.7 billion to $ 52.5 billion for the first eight months of this year, People’s Power Party […]]]>
Korea Investment Corp. (KIC) has increased its investment in US equities this year, while reducing the proportion of equities from emerging Asia-Pacific economies, including China.


Korea Investment Corp. (KIC) has increased its investment in U.S. stocks from $ 46.7 billion to $ 52.5 billion for the first eight months of this year, People’s Power Party MP Yoo Sung-kull said on October 15.

“KIC’s equity assets stood at $ 84.9 billion at the end of August of this year and the ratio of its US stocks to the total fell from 59.7% to 61.8% for the eight months, when the investment in shares of the sovereign wealth fund rose from US $ 1.6 billion to US $ 2.6 billion in Australia, Hong Kong and Singapore and went from US $ 12 billion to US $ 12.7 billion in non-UK European countries, ”the lawmaker said, adding:“ On the other hand, the fund’s equity investment fell from US $ 6.5 billion to US $ 6.1 billion. billion dollars in emerging Asia-Pacific economies, including China, the ratio of investment to total increased from 8.3% to 7.2%, and the sovereign fund’s investment on the Japanese stock market grew from $ 5.1 billion to $ 4.7 billion. “

For the eight months, KIC increased its US bond investment from US $ 3.6 billion to US $ 28.4 billion. Its total bond investment stood at $ 69.5 billion at the end of August and the ratio of its US bond investment to its total bond investment rose 2.4 percentage points to 40.8 %.

Its UK bond investment increased from US $ 5.2 billion to US $ 5.8 billion while its Japanese bond investment increased from US $ 8.3 billion to US $ 7.7 billion. The ratio remained unchanged from 5.1% in bond markets in emerging Asia-Pacific economies, including China. KIC’s total bond assets increased by approximately US $ 5 billion for the eight months.

At the end of August, KIC’s assets under management exceeded US $ 200 billion for the first time in history. The return on investment for the fund was US $ 14.9 billion for the eight months. The sovereign wealth fund celebrated its 16th anniversary in July this year and its cumulative return is $ 85.9 billion. Its assets include $ 85.1 billion and $ 30 billion, respectively entrusted by the Ministry of Economy and Finance and the Bank of Korea.


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CION Stock Investment Survey (NYSE: CION) https://hotbloggercalendar.com/cion-stock-investment-survey-nyse-cion-2/ https://hotbloggercalendar.com/cion-stock-investment-survey-nyse-cion-2/#respond Wed, 06 Oct 2021 19:16:17 +0000 https://hotbloggercalendar.com/cion-stock-investment-survey-nyse-cion-2/ (MENAFN-EIN Presswire) Share CION Investments BDC – Investor Investigation Investors file complaints against financial advisers and brokers who have sold CION investment products. PALM BEACH, Florida, United States, Oct.6, 2021 /EINPresswire.com / – Today, the investment law firm of Haselkorn & Thibaut, PA announced that it will pursue arbitration claims against the brokers who sold […]]]>

(MENAFN-EIN Presswire)

Share CION Investments BDC – Investor Investigation

Investors file complaints against financial advisers and brokers who have sold CION investment products.

PALM BEACH, Florida, United States, Oct.6, 2021 /EINPresswire.com / – Today, the investment law firm of Haselkorn & Thibaut, PA announced that it will pursue arbitration claims against the brokers who sold CION Investment Corporation (NYSE: CION), which is a business development corporation (BDC), which provides senior secured loans to mid-sized US businesses.

CION’s shares were first listed on the New York Stock Exchange on October 5, 2021. The company announced a 2-for-1 reverse stock split. On a split-adjusted basis, investors who purchased CION in As long as non-traded BDCs are now (in some cases) facing a loss of almost 40% on the principal of their initial investment. This does not include reinvested distributions.

We’re here to help investors. To receive a free case assessment and to discuss any other investment loss, please call 1-800-856-3352 or visit us online at InvestmentFraudLawyers.com.

In some cases, unsuspecting investors, including retirees, were unaware that CION and other unlisted investments, such as unlisted REITs and unlisted BDCs, can be very risky alternative investments. These alternative products are often marketed by brokerage firms as being similar to traditional investments in stocks, bonds or mutual funds and they are not, they are very different. Additionally, some of the selling efforts may also include statements suggesting that these non-traded alternative investments are as safe, if not more secure, than investing in traditional securities. Such representations are often inaccurate and sometimes outright false.

Investors who have suffered losses on CION investments or other non-traded investments can sometimes recover their losses by going through the FINRA arbitrage process. FINRA brokers and member firms are responsible for ensuring that these types of high risk investments are suitable and suitable for their clients in accordance with FINRA regulations. Brokers and brokers can be held responsible for making inappropriate recommendations to clients.

Investors who have suffered investment losses as a result of CION Investment Corporation, or any other non-traded product, or any other inappropriate investment should contact the attorneys at the Investors Law Firm, Haselkorn & Thibaut, PA. for assistance in determining whether they are entitled to a claim for reimbursement of their losses.

The sole purpose of this release is to investigate how CION’s investments have been approved for sale by brokers to investor clients, including new product reviews, due diligence, as well as sales practices and oversight related to these so-called conservative investment strategies. which included these and other similar alternative investment products. If you have knowledge or experience in this area, please contact Haselkorn & Thibaut, PA at 1-800-856-3352

Jason haselkorn
Haselkorn & Thibaut, Pennsylvania
+1 800-856-3352
write us here

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