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China's leading search engine and the country's largest streaming platform provider report fourth-quarter results on Thursday. Both stocks can use a boost.
Want to participate in a short research study? Help shape the future of investing tools and you could win a $250 gift card! Zayo Group Holdings, Inc. (NYSE:ZAYO), which isRead More...
Daruma Capital Management leader Mariko Gordon (Trades, Portfolio) disclosed she established seven new positions when she released her fourth-quarter 2018 portfolio earlier this week. Warning! GuruFocus has detected 1 Warning Sign with TNDM. Based on these criteria, Gordon's top five new buys for the quarter were Tandem Diabetes Care Inc. (TNDM), Macom Technology Solutions Holdings Inc. (MTSI), Insulet Corp. (PODD), LHC Group Inc. (LHCG) and Cloudera Inc. (CLDR).
The stock market rally continued in the latest week, with more top stocks breaking out. Cisco, Nvidia and many top software stocks rallied on earnings.
Warren Buffett, chairman and CEO of Berkshire Hathaway (BRK.B, $202.78), sold a teensy bit of Apple (AAPL) stock in the fourth quarter of 2018, took new stakes in three companies, dumped one position just a few months after initiating it, and continued to go bonkers for bank stocks.Indeed, the Oracle of Omaha made a total of 17 buys and sells during the three months ended Dec. 31. And because it can be instructive to see what Buffett has been up to, we took a closer look at Berkshire's latest changes to its equity portfolio.We know what the greatest value investor of all time has been doing because the U.S. Securities and Exchange Commission requires all investment managers with more than $100 million in assets to file a Form 13F quarterly to disclose any changes in share ownership. These filings add an important level of transparency to the stock market, and give Buffett-ologists a chance to get a bead on what he's thinking.When Buffett starts a new stake in some company, or adds to an existing one, investors take that as a vote of confidence. On the other hand, if he pares his holdings in a stock, it can spark investors to rethink their own investments.Here's the scorecard for what Berkshire Hathaway bought and sold during the last three months of 2018, based on the most recent 13F, filed on Feb. 14. (Keep in mind that not all "Warren Buffett stocks" are actually his picks - some smaller positions are believed to be handled by lieutenants Ted Weschler and Todd Combs.) SEE ALSO: 57 Dividend Stocks You Can Count On in 2019
The Daily Crunch is TechCrunch's roundup of our biggest and most important stories. 1. Did New York lose anything with Amazon’s rejection? Amazon announced yesterday that it’s taking its ball and going home, rather than dealing with mean, pushy New Yorkers (warning: not an exact quote).
Editor's note: InvestorPlace's Earnings Reports to Watch is updated weekly. Please check back next week for our latest earnings picks.Earnings season has peaked. To be sure, a few major companies report key earnings next week. But we've already seen fourth-quarter earnings reports from most of the biggest and most important stocks in the market.It has been a strong season. Per Factset data, as of last week over 70% of S&P 500 companies posted earnings that came in ahead of analyst estimates and 62% beat consensus expectations on revenue.InvestorPlace - Stock Market News, Stock Advice & Trading TipsThose strong results have boosted U.S. stocks. The S&P 500 trades at a 10-week high, and has gained 15% so far this year. But trading could get bumpier in the coming weeks.Retail sales disappointed, leading markets down on Thursday. With fiscal Q4 numbers from most retailers on the way, investors will be paying close attention to commentary in that sector. * 10 Hot Stocks Leading the Market's Blitz Higher That includes an earnings report next week from the world's largest retailer. It's one of several that will address key questions facing the market right now. Is retail healthier than this week's report suggests? Will the rebound in Chinese stocks continue? And what kind of tolerance do investors have for risk in this market? Next week, including these three important earnings reports to watch, should give some much-needed clarity.Source: Shutterstock Walmart (WMT)Earnings Report Date: Tuesday, Feb. 19, before market openParticularly after Thursday's report, fiscal Q4 earnings from Walmart (NYSE:WMT) could move the market. As the biggest retailer in the U.S. -- and the world -- Walmart will give retail investors the first look at consumer confidence over the important holiday season.Earnings next week are key for WMT stock itself as well. WMT has seen whipsaw trading in recent months as investors gauge the health of its omnichannel efforts. The Q4 earnings report should show not only whether Walmart's demand trends are heading in the right direction, but if its infrastructure was able to handle the holiday crush, allowing Walmart to back off its spending.But it's not only Walmart shareholders who will be watching the report closely. Walmart clearly is trying to fend off Amazon.com (NASDAQ:AMZN), and strong numbers Tuesday could impact that high-flying (and dearly valued) stock. Target (NYSE:TGT) is making its own improvements, and trying to position itself as the best large-cap retail stock to buy.Indeed, all investors need to keep a close eye on this report. Good numbers from Walmart should help the sector and tell the market that the weak retail sales report can be safely ignored. Disappointing sales from this retail giant, however, could lead to market-wide concerns that consumer confidence is fading. That new narrative could be enough to knock the market as a whole off recent highs, particularly with a slew of retail reports on the way over the next few weeks.Source: Shutterstock Bausch Health (BHC)Earnings Report Date: Wednesday, Feb. 20, before market openBausch Health (NYSE:BHC), formerly known as Valeant Pharmaceuticals, almost seems forgotten these days. What was a battleground stock in 2016-2017 now is just another drug manufacturer trying to navigate a tough industry with a challenged balance sheet.Indeed, 30-day average daily volume in BHC has dropped from over 30 million at 2016 peaks to barely 4 million -- its lowest levels in over three years. But Bausch Health will regain the spotlight on Wednesday. And its earnings represent an interesting test case for the pharmaceutical sector.After all, drug stocks typically haven't performed that well in recent years. The sector saw more volatility earlier this month after the federal government proposed ending rebates to PBMs (pharmacy benefit managers).Bausch should be the first major manufacturer to speak to the import and impact of those potential rules. And the reaction to its earnings could signal investor attitudes toward the sector -- and toward high-debt stocks in general. In the low interest rate environment of the past few years, many companies took on heavy leverage. * Should You Buy, Sell, Or Hold These 7 Medical Cannabis Stocks? If investors are willing to look past Bausch's balance sheet, they may be similarly forgiving elsewhere. But if the reaction to Bausch earnings next week is negative, that could be a sign that the market is again looking to get away from risk and that worries about higher interest rates could again pressure U.S. stocks.Source: Shutterstock Baidu (BIDU)Earnings Report Date: Thursday, Feb. 21, after market closeBut of all the earnings reports on the earnings calendar next week, none will better highlight investors' risk appetite than Baidu (NASDAQ:BIDU). Chinese stocks were absolutely hammered in 2018 -- but they've rallied in 2019. Of 39 U.S.-listed Chinese stocks with a market capitalization over $2 billion, all 39 are positive this year. BIDU stock actually has lagged the group, gaining "just" 10%.That sets up a key earnings report from Baidu on Thursday. Will investors react to good numbers and send BIDU higher? Or are the trade war and macro fears that plagued Chinese stocks last year set to return? iQiyi (NASDAQ:IQ), in which Baidu still owns a substantial stake, also reports on Thursday afternoon, and should provide another test for the market.If BIDU and IQ can rally in Friday trading, the rebound in Chinese stocks should continue. If they disappoint -- or worse, if investors sell the news -- then the group simply may have had a "dead cat bounce," with Thursday's reports sparking a return to the lows.As of this writing, Vince Martin has no positions in any securities mentioned. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * Should You Buy, Sell, Or Hold These 7 Medical Cannabis Stocks? * 7 Strong Buy Stocks With Over 20% Upside * 7 Reasons Stock Buybacks Should Be Illegal Compare Brokers The post 3 Earnings Reports to Watch Next Week appeared first on InvestorPlace.
Generac's (GNRC) fourth-quarter 2018 results benefit from robust demand for home standby generators but rising input costs hurt.
Cisco Stock Up 3.92% after Upbeat Q2 Earnings(Continued from Prior Part)Strong cash flows Cisco Systems (CSCO) ended the second quarter of 2019 with an operating cash flow of $3.8 billion, down 7% YoY. The figure includes the payment of $0.8 billion
The Zacks Analyst Blog Highlights: Motorola Solutions, Ubiquiti Networks, Nokia, Zayo and NETGEAR
Geme Farrell, senior vice president of product for Bellevue-based Smartsheet, is one of 12 innovators we are honoring this year.
E-commerce giant Alibaba is continuing its push into the world of youthculture after it scooped up an 8 percent stake in anime streaming and gamepublishing company Bilibili
Prominent hedge fund managers sold out of Chinese technology stocks and dumped Silicon Valley majors such as Apple Inc and Facebook Inc while global stock markets cratered during the fourth quarter, according to securities filings released on Thursday. Activist hedge fund Jana Partners sold out of its position in major Chinese e-commerce company Alibaba Group Holding Ltd and reduced its stake in Apple by approximately 175,000 shares, slicing its position in the company by 63 percent. Warren Buffett's Berkshire Hathaway Inc shrank its Apple stake to 249.6 million shares from 252.5 million shares in the fourth quarter.