Bell Global Equities Fund, managed by Bell Asset Management, released its latest investor update, available for download. March saw heightened volatility due to the Middle East conflict, with the MSCI World ex Australia Index falling 2.5% and the Bell Global Equities Fund (Wholesale class) declining 3.1%. The portfolio’s underweight in Energy was the primary headwind…
We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) ranks #5 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller). Druckenmiller’s Stake: $98,275,000 Druckenmiller likes asymmetric bets where he can risk a small position for potentially large upside. NAMS falls in…
One market strategist tossed a bone to the bulls as the bears look to wrestle away control of a red-hot market. The analysis: A new poll of institutional investors from Evercore ISI strategist Julian Emanuel suggests that extreme fear of missing out (FOMO) remains off in the distance, despite views to the contrary. “Healthy skepticism…
With a market cap of $115.4 billion, Vertiv Holdings Co (VRT) is a global provider of critical digital infrastructure technologies and lifecycle services that support data centers, communication networks, and commercial and industrial facilities. It serves customers worldwide through direct sales teams, channel partners, independent representatives, and original equipment manufacturers. Companies valued at more than $10…
We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Humana Inc. (NYSE:HUM) ranks #9 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller). Druckenmiller’s Stake: $23,842,000 Humana Inc. (NYSE:HUM) is a US health insurer focused mainly on Medicare Advantage plans for seniors. While the stock is…
We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Natera, Inc. (NASDAQ:NTRA) ranks #1 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller). Natera (NASDAQ:NTRA) develops genetic testing products used mainly in cancer detection, pregnancy screening, and organ health monitoring. Its key product is Signatera, a…
We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Alcoa (NYSE:AA) ranks #4 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller). Druckenmiller’s Stake: $99,057,000 Alcoa (NYSE:AA) is in the spotlight amid rising aluminium prices due to the ongoing Middle East conflict. Recently, UBS upgraded the…
We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Revolution Medicines (NASDAQ:RVMD) ranks #7 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller). Druckenmiller’s Stake: $30,717,000 Revolution Medicines (NASDAQ:RVMD) is a biotech company developing targeted cancer drugs. Revolution Medicines (NASDAQ:RVMD) recently reported a Phase 3 win…
Summary We have three strategic asset-allocation models, targeting risk-tolerance: Conservative, Growth, and Aggressive. We make tactical adjustments to the models, based on our outlooks for various segments of the capital markets. Performance matters and we monitor it closely. After an impressive rally in April-May, stocks have taken the performance lead over bonds. From an asset-allocation…
Ares Capital (NASDAQ: ARCC) currently pays a $0.48-per-share quarterly dividend. At its recent stock price of around $19, the business development company (BDC) yields more than 10%. That’s about 10 times the S&P 500‘s yield, which currently sits around 1%. Investors are running out of time to lock in the financial stock‘s currently sky-high yield….
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