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Tracking Larry Robbins' Glenview Capital Management Portfolio - Q4 2017 Update

2018-02-24 seekingalpha
Glenview Capital Management's 13F portfolio value increased from $17.23B to $18.50B this quarter. The number of positions increased from 56 to 58. (853-1)

Ant Financial: Another Reason To Be Bullish On Alibaba

2018-02-23 seekingalpha
Although most people view Alibaba as an e-commerce play, the company also has substantial fintech exposure with a stake of 33% of China's largest fintech company, Ant Financial. (11-0)

Visa And Mastercard - Same Business, Different Results

2018-02-23 seekingalpha
Visa and Mastercard are often lumped together, and for good reason, due to their perceived similarities. (11-0)

When It Comes to Square Inc Stock, the Bull Is Beating the Bear

2018-02-22 investorplace
For those who follow digital payments processor Square Inc (NASDAQ:SQ), this week has been an intense showdown between Bull and Bear. (139-1)

Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q4 2017 Update

2018-02-22 seekingalpha
Wallace Weitz's 13F portfolio value decreased marginally from $2.43B to $2.40B. The number of positions decreased from 79 to 77. (668-1)

PayPal Holdings Inc’s Venmo Is Helping It Win Among Millennials | InvestorPlace

2018-02-22 investorplace
PayPal Holdings Inc (NASDAQ:PYPL) was the firm that launched the Silicon Valley legends Elon Musk and Peter Theil. (147-0)

Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q4 2017 Update

2018-02-22 seekingalpha
Halvorsen's 13F portfolio value increased from $15.44B to $16.26B. The number of positions remained steady at 59. (1180-3)

A Cold Analysis On 2017 And A Look Beyond

2018-02-21 seekingalpha
Proper framing for the macro outlook is a helpful tool to help investors select their preferred sectors and companies for the year ahead. (228-0)

Global Payments (GPN) Reaches a 52-Week High: Here's Why

2018-02-21 zacks
On Feb 20, 2018, the stock of Global Payments Inc. (GPN - Free Report) hit a 52-week high of $115.24 before closing a tad lower at $14.73. (15-0)

Olympics-'Peace' doesn't sell at Pyeongchang, say Games sponsors

2018-02-21 reuters
PYEONGCHANG, South Korea (Reuters) - An image of a giant dove lit up the night sky and singers performed John Lennon’s “Imagine” at the opening ceremony of the Pyeongchang Winter Olympics, not long after athletes from enemies South and North Korea marched into the stadium together. (74-0)

Real Estate Values And REITs

2018-02-20 seekingalpha
At the end of the day, not much. Focusing on the spread between the cap-rate and the cost of capital is far more useful than looking at property values. (18-0)

Monday Market Update

2018-02-19 seekingalpha
Latvia is in the spotlight, central bank governor detained by anti-corruption police, and ECB has taken action against the country's third largest bank. (6-0)

Coinbase Runs From One Fire to the Next - Bloomberg

2018-02-19 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. (27-0)

Dow 30 Stock Roundup: Cisco Beats, Caterpillar January Sales up 34%

2018-02-16 zacks
The Dow rebounded strongly over the first five trading days after entering correction territory last week. The index gained on Monday after investors looked to buy on the cheap, with energy stocks among the key gainers. The Dow continued to gain over Tuesday and Wednesday despite initial concerns about a higher-than-expected consumer prices data. Ultimately, the Dow gained for the fifth consecutive day on Thursday, on track to post its biggest weekly increase since November 2016. (127-0)

Don't Fall For The Illusion That Is Tootsie Roll Industries

2018-02-16 seekingalpha
Sometimes things don't make any sense for reasons that you just can't place your thumb on. I find that to be the case with classic confectionery company Tootsie Roll Industries Inc. (NYSE: TR). When I tell you that the company has raised its dividend for 51 consecutive years, remind you of the classic brands in its portfolio, and tell you about its stellar balance sheet - you would probably assume that it would be a great stock to keep in your portfolio. (40-0)

CUSIP: 92826C839