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Stock picks to buy: 14 infrastructure picks, 8 with 55% upside or more

"An infrastructure package could catapult building materials into a Super Cycle similar to the 1950s," Morgan Stanley says. ....

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What it's like to work at Cathie Wood's ARK Invest

Cathie Wood's analysts covering Tesla and crypto share what it's like to work with her, and how she's fostered an open and collaborative culture. ....

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Stock picks to buy before vaccine rollout and reopening fuel a rally

Tom Lee is surprised at how investor sentiment has shifted toward caution past week and says the dynamic has gone overboard. ....

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Investegate |Alliance Trust PLC Announcements | Alliance Trust PLC: Alliance Trust PLC - Portfolio Update: Alliance Trust Stock Picker Change

Alliance Trust PLC - Portfolio Update: Alliance Trust Stock Picker Change
Portfolio Update: Alliance Trust Stock Picker Change
Alliance Trust PLC today announces that the appointment of Lomas Capital Management LLC (Lomas), one of its nine Stock Pickers has been terminated. Lomas is being wound-down following the decision of two of its senior portfolio managers to retire.
Willis Towers Watson, the Company’s investment manager, is in the process of reallocating the part of the Company’s portfolio managed by Lomas between the Company’s eight other Stock Pickers. The termination of Lomas’ appointment will be effective once the reallocation has been completed. ....

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Stock picks to buy, 22 stocks still below pre-pandemic levels: Goldman

John Gress/Reuters
Stock indexes have recovered to record highs over the past 11 months.
But some smaller and more economically sensitive stocks have not reached their pre-pandemic levels.
Goldman found 22 stocks still below February levels with higher expected earnings than in 2019.
Markets have roared back to new highs since bottoming 11 months ago.
But index gains have been driven largely by megacap tech stocks that have benefited from a stay-at-home environment. Meanwhile, some smaller and more economically sensitive stocks have yet to reach their pre-pandemic levels as earnings have stalled.
That could change in 2021 as COVID-19 vaccines continue to be distributed, with the rollout presumably easing lockdown measures and setting the stage for a momentous economic comeback. ....

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