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.
Last year’s best-performing hedge fund (and one with a history of outperforming the S&P 500) has identified what it sees as the “trade of the century” – and has oriented three-quarters of its positioning around this trade idea. The trade in question is based on the fact that, while the consensus thinking is that a recession could hit in 2020 or 2021, this firm believes a recession is closer. For more on this trade, CLICK HERE.
Back in August, the author of today’s article saw a trade opportunity in a giant cable and broadband provider – and since that time, shares of that company have outperformed the S&P 500 by almost 12%. The reason he saw an opportunity in the company, as he explains, is that, while the “market isn’t wrong about the fact that cable customers are choosing to ‘cut the cord’ at a rapid pace… the market is very wrong about… how this is going to impact the cable companies” – and now he is eyeing shares of another undervalued cable and broadband provider. For more, CLICK HERE.
The author of today’s article acknowledges that “gold investors might be discouraged by its performance this year” – and notes that, in the wake of Turkey’s recent lira meltdown, the safe haven of choice for investors was not gold. Is now the time for contrarians to get bullish on the yellow metal? The author identifies some signs that this may be the case – including a decision by the world’s largest fund company in regards to its precious metals and mining fund. For more, CLICK HERE.
Having increased its silver stockpiles by approximately 19 million ounces in the past 3 months, JP Morgan is becoming a hoarder of silver. As the author of today’s article notes, “While hedge fund traders are short futures and options position according to the latest commitment of trader’s report, JP Morgan is increasing its inventory, betting that prices will eventually surge higher.” Why is the firm anticipating a surge in silver prices? CLICK HERE.
“The long oil trade continues to be the place to be,” declares one analyst cited in today’s article – a sentiment that seems to be shared by hedge funds, which are betting heavily on rising oil prices. But which oil companies are the best plays? One place to look are the companies that billionaire hedge fund managers are betting on – and the author highlights six such firms. For these six oil stocks that are darlings of elite hedge fund managers, CLICK HERE.
A little negativity can sometimes be a good thing. Other times it can be counterproductive. Today’s article identifies the 20 stocks – including Walt Disney, Johnson & Johnson and Intel – which, according to Goldman Sachs, hedge funds are betting the greatest amount of money against as of the end of Q1. Which of these negative bets have paid off for hedge funds with the stocks taking a hit? Which have backfired with the stocks actually soaring? CLICK HERE to see all 20 stocks and find out.