Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays.
“Neither has consumer-facing businesses, and both have terrible news. AerCap operates in a growing industry with a favorable outlook,” he said. “We think the market has it wrong.”
Firefly Value Partners is short Community Health Systems (NYSE: CYH) and forecasts a bankruptcy filing within the next few years. By Heslop’s assessment, it’s taken on too much debt after an “acquisition binge.”
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Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays. #Sohn2019
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Robbins recommends buying hospitals, HCA Healthcare Inc (NYSE: HCA) and HMO-related companies, such as Humana Inc (NYSE: HUM), UnitedHealth Group Inc (NYSE: UNH), Tenet Healthcare Corp (NYSE: THC) and his group favorite, Cigna Corp (NYSE: CI).
The manager of Valiant Capital is long Zillow Group Inc Class A (NASDAQ: ZG) for its high traffic volume and competitive position in real estate.
“We think there’s another big stair-step for this business coming,” Hansen said.
Cormorant Asset Management is long Reata Pharmaceuticals Inc (NASDAQ: RETA) for the “striking efficacy” of Bardoxolone.
“I think its safety profile is real and sustainable,” founder Chen said.
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