With hedge funds having recently disclosed, via their 13-F filings, what stocks they bought and sold in the third quarter, Goldman Sachs has compiled its newest “Hedge Fund VIP list”, which today’s article explains “contains the stocks that appear most often in the top-10 holdings of fundamentally driven hedge funds.” For the 10 stocks that have been seeing the most love from hedge funds in recent months, CLICK HERE.
If stable high income is what you’re after, today’s article highlights a particular, middle-market opportunity to consider: a business development company (BDC) that invests in middle-market companies, which tend to have a harder time securing capital from traditional providers. This BDC currently sports a 9.1% dividend yield, and its yield has consistently been in the 7% to 10% range. For more on this middle-market opportunity, CLICK HERE.
With U.S. firms expected to struggle when it comes to expanding earnings in the coming quarters, Goldman Sachs’ chief equity analyst is recommending that investors focus on companies with higher expected return-on-equity (ROE) growth, noting that “Firms with the fastest expected ROE have outperformed year-to-date as the pace of economic growth has slowed.” Which companies have the highest expected ROE growth, according to Goldman’s analysis? CLICK HERE.
Low-priced stocks offer smaller investors the chance to not only make a tidy profit (as these stocks can provide the largest short-term gains), but also to acquire a higher share count than they would be able to of large and mega-cap stocks. Today’s article highlights five stocks trading under $10 that possess solid upside potential based on price targets from Goldman Sachs. For these five stocks – which may be especially appealing to more aggressive traders – CLICK HERE.
While large-cap stocks may be more exposed to the effects of trade tensions than their small-cap counterparts, the author of today’s article notes there are signs that “investors are prepared to put trade war concerns aside temporarily and wade back into large-cap companies that are executing well.” In that regard, a Goldman Sachs strategist has compiled a list of large-cap companies that offer the most upside potential (up to 63%) – many of which are poised to benefit from lower tax rates. For more, CLICK HERE.
Goldman Sachs recently declared it dead, but have reports of the demise of value investing been greatly exaggerated? The author of today’s article argues that “today’s market is the best in many years for value investors, the real value investors, that is.” What flaws does he see in the argument that value investing no longer works? What do “real” value investors look for in companies that gives them an advantage – and what company does the author highlight as a top value pick today? CLICK HERE to find out.
Today’s article points out that “with Wall Street expecting the S&P 500 to end the year not far from its present level, stock-picking has become attractive for investors seeking anything better than meager returns.” As such, the author highlights Goldman Sachs’ list of 20 stocks – mainly in the consumer discretionary and information technology sectors – “that have the highest potential returns based on their analysts’ price targets for those stocks, as well as better odds of reacting to company-specific news rather than tracking the S&P 500 in general.” To see these 20 stocks, as well as some stocks that Goldman believes may stand out in a not-so-positive way, CLICK HERE.