etrp911
Dear fellow investors, If you were walking down the street and saw a $100 bill just sitting near the curb, would you pick it up? Academia would argue that the $100 bill isn’t there. If it were real, it would have already been picked up by someone else. It remains to be asked that should you be standing there over the crisp bill, would you take it? Most stock market participants believe that markets are there to instruct you, not serve you. The investors of Smead Capital Management believe the contrary and are looking for ways to allow the market to serve us. If we believe the market is giving ...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. The stock market is kind of treading water waiting for Friday’s payroll report. It will probably be up nicely because ADP announced on Wednesday that 208,000 private payroll jobs were created in September. Trade, transportation and utilities accounted for the 147,000 of these private jobs. Good producing industries lost 29,000 private jobs, while natural resources/mining (mostly energy production) lost 16,000 jobs. According to ADP, average pay rose 7.8% in the past 12 months. Q2 2022 hedge fund lett...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. The Atlanta Fed is now estimating 2.4% annual GDP growth for the third quarter. The Atlanta Fed cites the fact that personal income rose 0.4% in August and a shrinking trade deficit as the primary reasons for its upbeat third-quarter GDP estimate. Specifically, the shrinking trade deficit is now accounting for 2.2% of the Atlanta Fed’s 2.4% estimate for annual third-quarter GDP growth. Q2 2022 hedge fund letters, conferences and more Energy Bets PayoffI am expecting energy bets to pay off handsomely ...
ValueWalk
Shares of Porsche (ETR:P911) are up on the luxury carmaker’s first trading day to mark one of the largest-ever initial public offerings (IPO) in European history. Porsche’s majority owner Volkswagen was offering 911 million shares of Porsche in the IPO, in reference to the iconic Porsche 911 model. Q2 2022 hedge fund letters, conferences and more “Today is a great day for Porsche and a great day for Volkswagen,” said Arno Antlitz, Volkswagen’s CFO. Antiltz added that the company was confident the IPO would be successful, thanks to its robust financials and a “very convincing strategy for the f...
ValueWalk
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