nasdaqlrcx
In hisDaily Market Notes report to investors, Louis Navellier wrote: In Better ShapeStocks are higher as earnings season continues, and economic numbers are higher than forecast. The 4Q’22 GDP came in +2.9%, above the 2.6% forecast. Core Durable Goods Orders for December were up 5.6%, well above the 2.5% forecast. Initial jobless claims of 186K was the lowest in years. The economy appears to be in much better shape than feared. Q4 2022 hedge fund letters, conferences and more Relief Rally or Correction?This is very encouraging, so why aren't we "melting up" in a giant relief rally? Because the...
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The information technology sector of the S&P 500 declined -28% in 2022.Lam Research is a behind-the-scenes tech company that will power the digital economy for years.Qualcomm stock screams value at less than 10x earnings — and a $3.00 annual dividend to boot.Fortinet is a cybersecurity leader and has topped Wall Street earnings estimates every quarter over the last five years.5 stocks we like better than Lam ResearchIn what was a forgettable 2022 for the S&P 500, the information technology sector declined -28%, on par with REITs for the year’s worst economic group. A surge in interest rates, 4...
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Chip equipment maker ASML soared 7.82% in the past week and 52.41% in the past month, buoyed by positive news.Analysts’ consensus price target is $797.29, a potential upside of 38.25%.At a recent investors’ day, ASML’s CEO said the company expects strong growth despite trade restrictions with China.Share buybacks, capacity expansion, acquisition plans, and semiconductor trade skirmishes all factor into the recent uptrend in Netherlands-based chip gear maker ASML (NASDAQ:ASML). Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by Sma...
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Patrick Degorce is the founder and chief executive officer (CEO) of Theleme Partners. Prior to starting Theleme Partners in 2009, this French hedge fund manager worked for Merrill Lynch Investment Managers for seven years. In 2003, he co-founded The Children’s Investment Fund Management (TCIF). This former French navy officer was in the public eye in early 2007 after he criticized ABN Amro for its terrible shareholder return. Let’s take a look at the top 10 holdings of Patrick Degorce. Top 10 Holdings Of Patrick DegorceQ2 2022 hedge fund letters, conferences and more Founded in 1945 and headqu...
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In hisDaily Market Notes report to investors, while commenting on recession, Louis Navellier wrote: Goodbye and good riddance to the 1st half of ’22, as the focus shifts from inflation to growth. Harbinger of RecessionStocks were modestly in the green on the open after a tough week, but have since headed firmly into the red. The big concern today is how much interest rates have dropped, reflecting a fear of recession. Q1 2022 hedge fund letters, conferences and more The US 10-year Treasury is 2.79% today, dropping 18bps since yesterday and 46bps since last Friday. The 2-year yield is 2.73%, we...
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