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☆ A smart way to follow value investor David Einhorn into his latest play that generates income to boot
▼ + stars: | 2024-11-14 | by ( Michael Khouw | ) www.cnbc.com time to read: +6 min

Value investors believe these companies are undervalued due to temporary issues, market overreactions, or broader economic conditions. The approach is long-term, as value investors wait for the market to recognize the company's actual value, which may take time. On a podcast earlier this year, well-known hedge fund manager David Einhorn of Greenlight Capital lamented that modern-day passive investors pay no attention to "value" of the companies they buy. Outcome Scenarios : If the stock price stays above the strike price, the option expires worthless, allowing the investor to keep the premium as profit. If the stock price falls below the strike price, the option buyer will likely exercise it, obligating the seller to buy the stock at the strike price.

Persons: Benjamin Graham, Warren Buffett, David Einhorn, CNH Organizations: Greenlight, Deere & Co, Agco Corp, Farmers, CNBC, NBC UNIVERSAL

Trump's first 100 days are likely to be a rollercoaster, especially given his affinity for headline-grabbing moves. These structured channels helped ensure open dialogue on issues like tariffs, technology restrictions, and financial stability. A potential role for Elon Musk as a geopolitical go-between China might look to alternative channels to manage relations with Trump's administration. National security and AI, autonomous vehicles National security considerations will also be front and center in Trump's early China policy, especially regarding technology restrictions. Expect tariffs, technology restrictions, and Trump's unique brand of diplomacy to push the relationship to its limits.

Persons: Donald Trump, Xi Jinping, Kevin Lemarque, Donald Trump's, Trump, Mao Ning, Trump's, Biden, Elon Musk, Tesla, he's, Robin Ren, Ying Yong, Wu Qing, hasn't, Steve Wynn, Musk, — Organizations: Reuters, White, U.S ., Foreign, Treasury, Commerce, Tesla Inc, Bloomberg, Getty, European Union, Trump Locations: Osaka, Japan, U.S, China, Beijing, Shanghai, Washington, Taiwan, European, South Korea, Trump's

☆ MBFG Family Office Group: See China stimulus as a profit-taking opportunity
▼ + stars: | 2024-10-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMBFG Family Office Group: See China stimulus as a profit-taking opportunityPaul Gambles of MBFG Family Office Group reacts to China's latest round of stimulus measures. He notes that the stimulus aims to address long-term economic issues rather than fix broken markets. He does believe that China can hit its 5% growth target, and he has been taking profit off the back of overreactions to the stimulus.

Persons: Paul Gambles Organizations: Family Locations: China, overreactions

☆ 6 underappreciated stocks to buy now: Top-3% fund manager in the last decade
▼ + stars: | 2024-08-02 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Read previewLeading fund manager David Vaughn would have every reason to be confident — cocky, even. Playing it safe can pay offSince Vaughn doesn't pretend that he can predict the future, he hedges his bets accordingly. ClariVest's international fund, which Vaughn has run since its inception in early 2013, holds a whopping 120 to 150 stocks at a time — far higher than many of its peers. The top fund manager and his colleagues don't develop an in-depth thesis for each stock or get cozy with sweet-talking management teams. Advertisement6 international stocks to buy nowAlthough Vaughn avoids getting attached to stocks in his heavily diversified fund, that doesn't mean he doesn't have favorite ideas in international markets.

Persons: —, David Vaughn, Vaughn, You've, Vaughn doesn't, We'd, that's, Charlie Brown, Lucy Organizations: Service, Carillon, Stock Fund, Business Locations: ClariVest

☆ Asia is preparing for a rogue US if Trump and Vance win the election, security and foreign policy experts say
▼ + stars: | 2024-07-18 | by ( Matthew Loh | Kwan Wei Kevin Tan | ) www.businessinsider.com time to read: +4 min

Read previewFormer President Donald Trump upended the election tradition of "balancing the ticket" when he picked Ohio Sen. JD Vance as his running mate. Vance, a former Trump critic turned MAGA stalwart, has voiced foreign policy views in lockstep with Trump. "I think Trump's tenure has shown that fears of abandonment or ignorance of politics in Asia are overblown," he said. US-China relations won't change much, whether it's Trump or Biden at the wheelEven though Trump started the US-China trade war, experts say that China won't be too bothered if he returns to the White House. AdvertisementFor one, the Biden administration has kept most of Trump's China tariffs in place.

Persons: —, Donald Trump upended, Ohio Sen, JD Vance, MAGA, Asia that's, Vance, Trump, Dylan Loh, Loh, Chong Ja Ian, It's, it's Trump, Biden, NTU's Loh, Joe Biden hasn't, Kevin Chen, Mr Trump, Chen Organizations: Service, Trump, Business, Pacific, Asia, Nanyang Technological University, NTU, National University of Singapore, NATO, Democrat, Republican, NTU's, Rajaratnam, of International Studies Locations: Asia, lockstep, China, Ukraine, Europe, Japan, South Korea, Taiwan, Philippines, South China, France, Beijing, Pacific

☆ Virginia lawmakers to sharply limit "alarming" number of patrol dog attacks on state prisoners
▼ + stars: | 2024-02-24 | by ( Hannah Beckler | ) www.businessinsider.com time to read: +6 min

AdvertisementLegislation to severely restrict the use of attack-trained patrol dogs in Virginia state prisons has passed the state legislature, receiving overwhelming bipartisan support in the House and passing unanimously in the Senate. Patrol dogs have been used to attack or intimidate prisoners in eight states in recent years. The new law could dramatically impact the use of patrol dogs at six high-security prisons where, according to incident reports obtained by BI, patrol dogs have been regularly used to attack men who refuse to leave their cells or who are involved in one-on-one altercations. When pressed by lawmakers on BI's findings that Virginia deployed patrol dogs 18 times more often than any other state, Elam said that the number of bites in Virginia was "alarming." The new legislation regulating patrol dogs in Virginia prisons passed the House on February 8 82-15 with overwhelming bipartisan support.

Persons: —, Holly Seibold, Michael Webert, Marcus Elam, Elam, we've, Kyle Gibson, Webert, Seibold, Glenn Youngkin, Christian Martinez Organizations: Business, Service, House, Democrat, Republican, BI, Virginia Department of Corrections, Department of Corrections Locations: Virginia, Arizona

☆ What’s Behind the Market’s Wild Overreactions
▼ + stars: | 2023-11-17 | by ( James Mackintosh | ) www.wsj.com time to read: 1 min

The Wall Street cliché is that investors hate uncertainty. Their response recently has been to swing from being entirely certain about one thing to quite sure that the opposite is true, leading to violent moves in the markets based on thin evidence. This week’s inflation figures marked the denouement of yet another shift in the market narrative, and what on the face of it was a wild overreaction to some good inflation figures.

☆ The Urgent Need to Nuclear Talks with China - The New York Times
▼ + stars: | 2023-11-04 | by ( The Editorial Board | ) www.nytimes.com time to read: +1 min

The talks come at a perilous moment for the systems of global controls, painstakingly built over decades, to avoid nuclear conflict. The United States, for its part, is in the midst of upgrading its own nuclear weapons. As the United States and Russia lose their safeguards, the Chinese government is expanding its nuclear arsenal. For decades, the People’s Liberation Army has felt secure with a few hundred nuclear weapons. Currently, the United States and Russia have about 1,670 deployed weapons each, with thousands more in storage.

Organizations: Comprehensive, People’s Liberation Army, Pentagon Locations: United States, China, Russia, New

☆ 'There's a significant number of upside opportunities': A top-3% fund manager shares 9 of his favorite investments to make now — and why China's economy is in big trouble
▼ + stars: | 2023-09-23 | by ( James Faris | ) www.businessinsider.com time to read: +8 min

Leading fund manager Mark Costa operates in one of the toughest parts of global markets: the foreign small- and mid-cap value category. In the past decade, his Brandes International Small Cap Value Fund (BISAX) has outperformed 91% of its peers despite logging a modest 4.8% annual return in that span. Of the 11 years that Costa has co-managed the fund, 2023 is shaping up to be one of the best. His foreign-focused small-cap value fund is up 25.3% year-to-date compared to 6% for its index, which puts it in the top 3% of its category, according to Morningstar. The best opportunities Costa sees in Japan are in its regional banking and healthcare industries.

Persons: Mark Costa, he's, Brandes, Costa, Morningstar, Costa wasn't, we've, Yue Yuen, We've, they've Organizations: Costa, Value, PAX, Companies, Royce, C Locations: China, it's, Hong Kong, Indonesia, People's Republic, Europe, Japan, United Kingdom

☆ Oracle's post-earnings slide is 'one of the greatest overreactions' Cramer has seen. Here’s his advice on the stock
▼ + stars: | 2023-09-12 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +4 min

The post-earnings sell-off in Oracle (ORCL) is overdone and a clear-cut buying opportunity, Jim Cramer said Tuesday. Still, Oracle delivered robust growth in cloud-computing services, making the stock's slide Tuesday "one of the greatest overreactions I've ever seen," according to Jim. We recognize the challenges facing other parts of Oracle's business, including Cerner and some of its traditional business software offerings. This mix enables us to view Tuesday's stock decline as another entry point, rather than a reason to walk out the door. 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, Jim, we've, Cerner, Safra Catz, hasn't, Jim Cramer's, Brendan Mcdermid Organizations: Oracle, Club, Trust, CNBC, UBS, Barclays, Management, Oracle Corporation, New York Stock Exchange Locations: New York City, U.S

☆ Here are our top 4 stocks and worst 4 stocks to start the second half of 2023
▼ + stars: | 2023-07-15 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

There are some new names on both the July leaders and July laggards list since we did this exercise looking at our January to June portfolio performance. META 1M mountain Meta stock performance month-to-date. Meta Platforms (META) remains a top performer in the portfolio to start the second half, rising 7.6% for the first two weeks of July after more than doubling in the first half. To start out the first half of 2023, Nvidia was our top-performing stock in the portfolio with nearly a triple. The analysts warned that FL's high exposure to lower-income consumers could pressure the second half of the year.

Persons: Jim Cramer's, Jim, Meta, Baird, Mary Dillon, Foot, Nikesh Arora, PANW, Eli Lilly, Lilly, Mounjaro that's, Johnson, Jim Cramer, Brendan McDermid Organizations: Jim Cramer's Charitable Trust, Investing, Nasdaq, HAL, Halliburton, Natural Resources, Coterra Energy, Meta, Nvidia, Apple, Alto Networks, Palo Alto Networks, Microsoft, PANW, Palo, Reuters, Nordisk, CNBC, Traders, New York Stock Exchange, & ' $ Locations: North America, FL, PANW, Palo, New York City, U.S

☆ Opinion | Harvard Undermined Itself on Affirmative Action
▼ + stars: | 2023-06-29 | by ( David French | ) www.nytimes.com time to read: +2 min

There’s an old saying in the legal profession: Bad facts make bad law. Sometimes, however, bad facts highlight the need for better law. On Thursday, the Supreme Court ruled that, in the case of college admissions, the bad facts of racial discrimination created the necessity of a new standard. The defendant, Harvard University, had repeatedly undermined its own case for race-conscious affirmative action, and the court’s new precedent outlaws racial discrimination in admissions while still preserving the state’s ability to respond to the legacy of past injustice. To understand why Harvard lost — and why race-based affirmative action in public colleges and federally-funded private schools is now unlawful — it’s necessary to understand two key facts about the case.

Persons: John Roberts, Justice Roberts, —, Clarence Thomas Organizations: Harvard University, Harvard, University of North Locations: University of North Carolina

☆ Credibility crisis requires BoE to write new plot
▼ + stars: | 2023-06-20 | by ( Francesco Guerrera | ) www.reuters.com time to read: +7 min

LONDON, June 20 (Reuters Breakingviews) - Since May 24, thousands of British people have had their homeowning dreams dashed by a sudden spike in mortgage rates. Unlike many other central banks, the BoE doesn’t provide its own forecasts of how consumer prices will evolve in coming years. The whiplash occurred because traders had to digest the inflation shock without any interest rate guidance from policymakers. Because most banks price home loans off those derivatives, it sent mortgage rates rocketing. The BoE announces its latest interest rate decision on June 22, with traders expecting a 25-basis-point hike, to 4.75%.

Persons: “, Paul Gascoigne, BoE, Andrew Bailey, That’s, Bailey, ”, Charles Goodhart, ’, apocryphally, Seneca, David Roberts, George Hay, Oliver Taslic Organizations: Reuters, Bank of England, Monetary, U.S . Federal Reserve, European Central Bank, Reuters Graphics Reuters, MPC, Financial Times, Fed, Thomson Locations: policymaking, BoE’s

☆ Dow futures rise more than 100 points after UBS buys Credit Suisse to stem bank crisis: Live updates
▼ + stars: | 2023-03-19 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

S&P 500 futures and Nasdaq-100 futures climbed 0.3%. UBS agreed to buy Credit Suisse for 3 billion Swiss francs, or $3.2 billion, with the combined bank to have $5 trillion in assets. But traders may be anxious for more to be done by regulators to stem the slide in regional banks. The SPDR Regional Banking ETF (KRE) tumbled 14% last week. "I think there's there's been an overreaction to the regional banks ... And that likely represents an opportunity," said Hogan.

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