Company Overview and News
I have been using the phrase “Cloud Czars” a lot this year, but many investors don’t know what I mean or why they should care.
In my view, investors would be wise to buy GameStop at these levels. The dividend yield is very generous and is well covered by free cash flow.
Last week, income-oriented investors were dished out a surprise they had largely forgotten was even possible. That is, for the first time since 2008, short-term bond yields were greater than the payments being made by some of the market’s best-known dividend stocks. Specifically, the dividend yield for the S&P 500, as a whole, was surpassed by the yield of three-month Treasuries.
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Dan Loeb's 13F portfolio value decreased from $13.86B to $13.32B this quarter. The number of positions decreased from 44 to 40.
In a world of low interest rates, investors look for yield wherever they can find it. One common choice has become high dividend stocks. In the previous century, dividends did not compare well to bank interest rates. However, as interest rates fell in this century, many decided the equity risk of stocks were worth the higher yields that dividend stocks pay today.
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 05/15/2018. Please visit our Tracking John Paulson's Paulson & Co. Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q4 2017.
There’s a seeming contradiction when it comes to Apple Inc. (NASDAQ:AAPL). Apple stock now sits just off an all-time high. Last Thursday, its market capitalization hit $934 billion — the highest ever for a U.S. company. The iPhone is the most profitable product ever created — and it’s driven huge returns in AAPL stock, which has nearly tripled over the past five years and risen 600%+ over the past decade.
Soros' 13F portfolio value increased from $4.37B to $6.16B this quarter. The number of positions increased from 196 to 219.
As filed with the Securities and Exchange Commission on . Registration No. 333-_______
U.S. stock futures are mixed this morning. Overnight, North Korea signaled it would pull out of a summit with the U.S. if President Donald Trump insisted on denuclearization. The uncertainty has shaken Wall Street and looks to put an end to eight straight sessions of gains.
Optimism created by rising earnings and the potential of corporate tax cuts dominated the markets in 2017.
I have been banging the drum about a market correction, but I suppose I just might croak waiting for one. The bottom line is that I have been wrong or early. Being early is still being wrong, folks, and I won't hide from the facts.
T-Mobile US Inc (NASDAQ:TMUS) has ridden the comeback trail for many years now. Its presence has changed the face of wireless and forced the hand of its larger peers. Today, the advent of 5G drives the future of the industry; 5G also likely played a role in the revival of the proposed merger with Sprint Corp (NYSE:S). A successful merger places T-Mobile toe-to-toe with its larger competitors.
Twenty-First Century Fox Inc (NASDAQ:FOXA) is getting a lot of attention these days from two entertainment powerhouses. First, Walt Disney Co (NYSE:DIS) offered an all-stock deal for most of Fox’s film, television, cable channels and National Geographic and FX properties, as well as its regional sports networks. Then, after the Fox board approved the terms of the deal, cable giant Comcast Corporation (NASDAQ:CMCSA) — and owner of NBC and Universal — rolled in and dropped an all-cash offer on the table that’s worth more than the Disney bid.
2018-05-25 - Asif
Overview Heron is a commercial-stage biotechnology company focused on improving the lives of patients by developing best-in-class treatments that address some of the most important unmet patient needs. Heron Therapeutics is developing novel, patient-focused solutions that apply its innovative science and technologies to already approved pharmacological agents for patients suffering from cancer or pain. On August 9, 2016, its first commercial product, SUSTOL, was approved by the FDA. The company developed SUSTOL for the prevention of chemotherapy-induced nausea and vomiting (“CINV”). SUSTOL is indicated, in combination with other antiemetics, in adults for the prevention of acute and delayed nausea and vomiting associated with initial and repeat courses of moderately emetogenic chemotherapy (“MEC”) or anthracycline and cyclophosphamide (“AC”) combination chemotherapy regimens. The company commenced commercial sales of SUSTOL in the U.S. in October 2016. On November 9, 2017...
2018-05-25 - Asif
Overview The company's mission is to deliver high-speed coherent optical interconnect products that transform communications networks, relied upon by cloud infrastructure operators and content and communication service providers, through improvements in performance and capacity and reductions in associated costs. By converting optical interconnect technology to a silicon-based technology, a process the company refer to as the siliconization of optical interconnect, the company believe Acacia Communications is leading a disruption that is analogous to the computing industry’s integration of multiple functions into a microprocessor. The company's products include a family of low-power coherent digital signal processor application-specific integrated circuits, or DSP ASICs, and silicon photonic integrated circuits, or silicon PICs, which Acacia Communications has integrated into families of optical interconnect modules with transmission speeds ranging from 100 to 400 gigabits per ...
2018-05-21 - Asif
Overview Anthera Pharmaceuticals, Inc. is a biopharmaceutical company focused on advancing the development and commercialization of innovative medicines that benefit patients with unmet medical needs. The company currently have two compounds in development, Sollpura and blisibimod. The company licensed Sollpura from Eli Lilly & Co (“Eli Lilly”) in July 2014. Sollpura is a novel non-porcine investigational Pancreatic Enzyme Replacement Therapy (“PERT”) intended for the treatment of patients with Exocrine Pancreatic Insufficiency (“EPI”), often seen in patients with cystic fibrosis and other conditions. The company licensed blisibimod from Amgen, Inc. (“Amgen”) in December 2007. Blisibimod targets B-cell activating factor, or BAFF, which has been shown to be elevated in a variety of B-cell mediated autoimmune diseases, including Immunoglobulin A nephropathy, or IgA nephropathy. Sollpura The exocrine pancreas is responsible for synthesis and secretion of digestive en...
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