Brazil (EWZ) (BRZU) is a favorite emerging market (EEM) (VWO) (EDC) for Mark Mobius. According to Mobius, there are tremendous opportunities in Brazil.
Mark Mobius said that there’s huge potential in emerging markets. When he’s deciding on investments, he looks for three important things in a country.
Mark Mobius spoke about emerging markets (EEM) (VWO) (EDC) at the SALT Conference. He discussed why he’s optimistic about emerging markets.
BRK has also increased its holdings in IBM, indicating that its investment in the technology sector (XLK) (VOO) is increasing. The PE (price-to-earnings) ratios of Apple and IBM are 10.5x and 11.3x, respectively.
After taking a new position, Berkshire Hathaway (BRK) has increased its total holdings in Apple to 9.8 million shares.
Apple’s (AAPL) stock price rose 3.7% on May 16, 2016, after Berkshire Hathaway (BRK) stated that it has taken a new stake in the company.
Apple is one of David Einhorn’s top holdings. He’s bullish on Apple. He thinks that there’s tremendous value in the company.
David Einhorn spoke about his bullish and bearish bets at the Sohn Investment Conference. He’s bullish on General Motors (GM).
Prominent hedge fund manager David Einhorn is bullish on gold. He said that his investment in gold (GLD) is generating a handsome profit.
Greenlight Capital provided a return of 2.5% in 1Q16. In the first quarter, the fund made many short, long, and macro positions.
Pioneer Natural Resources earns a negative economic return on its capital expenditure. Historically, developed reserves cost around $28 per BOE.
David Einhorn said that he’s bearish on US (IWM) (IWF) (QQQ) oil drillers. Now, his short position in the basket of US oil drillers is making good returns.
David Einhorn is the president of Greenlight Capital. He discussed his winning strategies and handsome profits at the Sohn Investment Conference.
Stanley Druckenmiller said at the Sohn Investment Conference that he sees the current investment environment as similar to the period before the 2008 crisis.
From 2011 to 2013, a massive industrialization and urbanization transformation took place in China.
In the last five years, the S&P 500 Index (SPY) (SPXL) has had a negative correlation factor of 0.89 with the SPDR Gold Shares ETF (GLD).
Global uncertainties are rising throughout the world, so investors are becoming more cautious about investing their money overseas.
Stanley Druckenmiller, chair and CEO of the Duquesne Family Office and billionaire investor, discussed his views about the current investment environment at the Sohn Investment Conference in New York.
GLD has fallen 10.30% on a YTD (year-to-date) basis. Paulson remains the biggest investor in GLD. It’s the most popular ETF that bases its price on gold.
Nervousness stuck the gold markets, but John Paulson didn’t budge. He stuck with his holding in the biggest exchange-traded product backed by gold.