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Tom Hancock runs the $8.1 billion GMO Quality fund, which has beaten 99% of its peers for 10 years.
Hancock adopts a strategy that involves quant research, quality assessment, and stock analysis.
He breaks down the three buckets of stocks in his fund and shares four high-quality picks.
In another sign of the economic reopening sweeping through markets,
Netflix (NFLX) opened almost 8% lower on Wednesday after the streaming giant reported a huge subscriber miss the day before.
With 75 million Americans fully vaccinated, the desire to go outside has not only hurt
Rosenberg Research & Associates This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
The S&P 600 and the Russell 2000 are falling behind the rest of the stock market.
Cyclical stocks were a great investment in the economic recovery, but some sectors are losing steam.
The economist who called the housing bubble thinks these are signs the market rally is stalling.
It s easy to see why investors have been so optimistic lately. Thanks to a terrible first quarter during the early days of the pandemic, stocks across the board are poised to report exceptional year-over-year earnings. First-quarter earnings announcements from the big banks this week backed that theory up, as Morgan Stanley, Goldman Sachs, and others crushed analyst expectations.
Strong economic data and earnings results helped boost confidence in the progress of the reopening.
Due to vaccine distribution and a broader herd immunity approach, dividends might increase in 2021.
UBS named 16 stocks it expects to offer brisk dividend growth and over 10% upside to price targets.
While fourth-quarter earnings in 2020 set the bar pretty high, the first-quarter season got off to a good start as big Wall Street banks crushed analyst estimates.
JPMorgan surprised analysts by reporting $33.1 billion in revenue, which exceeded the $30.4 billion estimate. Goldman Sachs also beat average analyst estimates by posting $17.7 billion in revenue versus the expected $12.6 billion. Citi came in strong as well.
BTIG picks 14 stocks that will make more money thanks to a weak US dollar.
Companies with international operations will profit from a favorable exchange rate.
These Dollar Down Dominators all have impressive past performance and excellent future prospects.
As 2021 rolls on the stock market continues to climb, hitting record high after record high, buoyed by reopening trades and strong investor optimism. On Wednesday, both JPMorgan and Goldman Sachs reported consensus-crushing results for revenue and profit alike, signalling the beginning of what s expected to be a very healthy earnings season.
But while the S&P 500 has recovered since the low of March 2020, the US dollar has not.
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Sitting just around all-time highs, stocks are in an uncertain spot.
Michael Cuggino says the best opportunities are in longer-term relative values.
He says we ve begun a new commodity bull cycle that will last several years.
A year on from one of the worst crashes in history, equity markets are at an uncertain point.
Valuations are historically high thanks in part to low interest rates, and although much of the economic recovery still lies ahead, forward earnings expectations are priced into much of the market already. All three major US stock indexes sit near their all-time high marks.