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Search resuls for: "Peter Lynch"


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It was under the tutelage of legendary investor Peter Lynch that Sullivan developed the edge that has served him in his career. The numbers Today, Sullivan manages the Putnam Investments Core Equity Fund (PMYYX) , a multicap fund with $4.4 billion in assets that he started in 2010. "The numbers are good," Sullivan said. Ultimately, Sullivan said he's learned a lot from other investors, noting the good stock pickers have had "pretty eclectic" approaches that helped them outperform the market over time. "And I found the good fortune over the decades to be around pretty good stock pickers, pretty good money managers."
Persons: Gerard Sullivan, Peter Lynch, Sullivan, Lynch, hadn't, , Arthur Yeager, PMYYX, Morningstar, It's, Yeager, Tesla, it's, that's, Rajesh Subramaniam, he's, I'm, That's Organizations: Fidelity, Columbia Business School, Magellan Fund, Putnam Investments, Equity, Pacific Gas & Electric, CMS Energy, Companies, Nvidia, FedEx Locations: Brooklyn, U.S, California, Michigan, Pinterest
Here are the responses from Jim Cramer and Director of Portfolio Analysis Jeff Marks. (Vincent, New York) Jeff Marks: Due to the elevated power needs data centers require, energy demands will be higher. (Steve, Michigan) Jim Cramer: I don't blame you for switching to CrowdStrike from Palo Alto, but I had Palo Alto CEO Nikesh Arora on last week. Jim Cramer: The numbers are no good here right now. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Persons: Jim Cramer, Jeff Marks, Vincent, Nikesh Arora, I'm, Gwen, haven't, Peter Lynch, Charlie Scharf, Wells, Nick, it's, Rich Galanti, they'll, Stanley Black, Decker, Morgan Stanley, there's, Danaher, Sam, We've, Laxman Narasimhan, Jim Cramer's, Jim Organizations: Investing Club, Coterra, Palo Alto Networks, Palo, Palo Alto, PepsiCo, Coca, Nvidia, AMD, Magellan Fund, Club, JPMorgan, Broadcom, VMWare, Apple, Developers, Jim Cramer's Charitable, CNBC Locations: Vincent , New York, Eaton, China, Steve , Michigan, Palo Alto, Palo, Wells Fargo, Jim , Arizona, Costco, Elizabeth , Pennsylvania, Linda , Ohio, iPhones, Steve , Mississippi, United States
A "Black Swan" investor says there's a huge debt bubble and the Fed's policies will end in disaster. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. I don't think that should be a controversial statement." "Treasuries are not a safe haven, they're very much a hopeful haven. I think that they're pretty cheap right now, frankly, so I don't want to trash them too much.
Persons: there's, Mark, Treasuries, Spitznagel, , Mark Spitznagel, it's, They've, It's, Peter Lynch, I'm Organizations: Service, Universa Investments, Yahoo Finance
What Is an Expense Ratio?
  + stars: | 2023-07-24 | by ( E. Napoletano | ) www.wsj.com   time to read: +8 min
The easiest way to think of the expense ratio is the fee you pay to the portfolio manager of your mutual fund. When you invest in an ETF or mutual fund, the fund’s prospectus will state its expense ratio. How expense ratios impact investment returnsBefore you can look at how expense ratios impact your investment returns, it helps to understand what an average expense ratio looks like. While the average active stock fund’s expense ratio was 0.66% in 2022, the average bond fund charged just 0.44%, according to ICI. Remember: It should be easy to find the fund’s expense ratio.
Persons: it’s, Chloe Wohlforth, Russell, Warren Buffett, Peter Lynch —, Merrill Lynch, Morgan Stanley, Justin McCurdy, , , you’re, McCurdy Organizations: Investment Company Institute, ICI, BuySide, SEC, Morningstar Locations: , New York, U.S, Angeles
Peter Lynch regrets not investing in Apple when even tech-skeptic Warren Buffett saw its potential. Buffett's company counts its $150 billion Apple stake as the top holding in its stock portfolio. "He bought Apple," Lynch said about Buffett, the 92-year-old investor who runs Berkshire Hathaway. It also counts Apple as easily the most-valuable holding in its $300 billion stock portfolio. Along with Apple, Lynch said he regretted not taking a closer look at Nvidia.
Legendary investor Peter Lynch is staying away from cryptocurrency . "I can't pronounce crypto – I can spell it, definitely can't pronounce it," he joked, adding, "What bitcoin's going to be, I have no idea." Although he appeared to have little interest in putting any of his own money into crypto, Lynch has studied the bitcoin investment case. The next one is about a year from now but it doesn't yet have a specific date. Lynch declined to comment on specific investments, but said he "tends to own small caps."
Legendary fund manager Peter Lynch says many investors buying individual stocks today are getting it wrong. His investment strategy has long been to buy what you know — and look for companies poised to grow. He said he still believes that approach works, but investors must do their homework. Lynch, 79, managed Fidelity's Magellan Fund from 1977 to 1990 and is now vice chairman, Fidelity Management & Research. During his time at Magellan Fund, the fund saw annualized return of 29.2% and its assets under management jumped from $20 million to $14 billion.
Legendary investor Peter Lynch has one of the best investing records under his belt, but he still has regrets for not buying into some of the biggest tech companies in recent years. The former Fidelity Magellan fund manager revealed Tuesday that he wished he hadn't missed out on the explosive growth in Apple . Lynch, vice chairman of Fidelity Management & Research, said on CNBC's "Squawk Box." I should have done some work on Apple ... it's not a complicated company." Lynch recounted how his daughter had bought an iPod for $250 at the time and how he recalled thinking Apple was making a high margin on it.
A 33-year-old real-estate investor has become a tennis star after beating a former top-10 player. Pecotic counts Bill Ackman as a mentor, and compares his game preparation to day trading. "Being mentored by Bill Ackman continued to influence that hunger," Pecotic said. The moonlighting tennis star scours match tapes and other information sources to spot his opponents' weaknesses and refine his own game. "In our world, we are all about information, put the emotions aside – analytics, analytics, analytics," he said.
Insider's Phil Rosen asked ChatGPT to share book recommendations for someone looking to become a better investor. OpenAI's language bot listed five titles, including two with ties to Warren Buffett. ChatGPT generated a list of five books, including two that have ties to Berkshire Hathaway Chairman and CEO Warren Buffett. 'The Intelligent Investor' by Benjamin GrahamThis is the first book ChatGPT listed with ties to Buffett: Graham was one of Buffett's mentors. "These books provide a solid foundation for understanding how to invest in the stock market intelligently," ChatGPT concluded.
I’ve typically done this stock picking feature in early to mid February as a Stocks We Love type of story, pegging it to Valentine’s Day. The restaurant stocks in particular could do well. Inflation is obviously still a concern for big consumer brands. Consumer prices rose 6.5% over the past 12 months through December, down from a 7.1% pace in November. Up nextMonday: Earnings from TreeHouse Foods (THS), Avis Budget (CAR), FirstEnergy (FE), IAC (IAC) and PalantirTuesday: US CPI; Japan GDP; UK employment report; earnings from Coca-Cola, Asahi Group, Marriott (MAR).
Wall Street expects these "tenbagger" stocks that enjoyed a meteoric rise over the past decade to continue their big gains. The term was first coined by legendary investor Peter Lynch, an avid baseball fan who compared a stock's growth prospects to two home runs and a double in the sport. With that in mind, CNBC Pro searched for tenbagger stocks from the past decade that analysts believe will continue to make outsized gains. What's more, they have a 2022 estimated earnings per share growth rate of more than 20%, and an estimated annual long-term EPS growth rate of more than 20%. Its 2022 earnings per share growth estimate is 66%, while its annual long-term share growth is forecasted to be 26%.
At the CNBC Investing Club, we strive to help members manage their own portfolios by showing them how we do it. Principles 1-5 Principles 6-10 Principles 11-15 Principles 16-20 Principles 21-25 1. The reality is, you want to buy stocks that you believe will go higher, and sell those you believe will go lower. Don’t buy all at once; arrogance is a sin Accept that you will never be correct 100% of the time and use that knowledge to your advantage. Expect corrections; don’t be afraid of them When it comes to the stock market, eventually a correction will happen.
After teaching himself about money, my uncle retired at age 56 and paid off his mortgage in eight years. Save early and save aggressivelyIt's much easier to develop the habit of saving when you're young and have few responsibilities. Saving early gives your money time to grow, and you can take advantage of compound interest. In addition to saving early in his career, my uncle aimed to save at least 15% of his income. For example, if you start saving just five years later (at age 30), you'll need to set aside 18%.
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