Julian Robertson discussed his interest in Netflix (NFLX) at the 2017 Delivering Alpha Conference.
The S&P 500 Index (SPY) has seen a strong rally so far this year. On a year-to-date basis, the index returned nearly 10.8% as of September 21, 2017.
The founder of Tiger Management, Julian Robertson, shared his view on the market, valuations, and his favorite sector at the 2017 Delivering Alpha Conference.
Core Laboratories recorded a 7.0% rise in revenue for the first half of 2017. The growth was driven by production enhancement, offset by reservoir description.
Sempra Energy’s revenue for the first half of 2017 rose 7.0%, driven by every segment.
Nike’s (NKE) operating income rose 5.0% in 2017 compared to 8.0% in 2016 due to higher expenses and lower gross margins.
Prologis has noted a 15.0% rise in revenue in the first half of 2017, driven by every segment. Operating income rose 61.0% despite higher expenses.
Agilent Technologies’ net revenue rose 6.0% in the first nine months of 2017, driven by every segment. Income from operations rose 41.0% as total costs didn’t increase much.
Kellogg has noted a 3.0% fall in sales for the first half of 2017. The fall is due to a decline in every segment, offset by U.S. Specialty, Latin America, and Asia Pacific.
BlackRock posted a 7.0% revenue growth in the first half of 2017, driven by every segment except multi-asset and alternatives, which reported flat growth.
Ecolab’s net sales for the first half of 2017 rose 3.0%, driven by every segment. Operating income had a 4.0% growth despite higher operating expenses.
3M has recorded a 3.0% revenue growth in the first half of 2017, driven by growth in every segment and flat growth in the consumer segment.
Microsoft’s (MSFT) 5.0% revenue growth in 2017 has been mainly driven by productivity and business processes and intelligent cloud, offset by more personal computing and other segments.
In this series, we’ll be looking at the dividend yield of some of the ESG-compliant stocks that have been chosen based on their holdings in the iShares MSCI USA ESG Select ETF (SUSA).
Kynikos Associates has a huge position in the finance (XLF) sector. The finance sector represents nearly 84.7% of the firm’s portfolio in 2Q17.
Jim Chanos, the billionaire investor and a well-known short seller in the hedge fund industry, said at the Delivering Alpha Conference on Tuesday, September 12, 2017, that he is continuing his short position in Tesla (TSLA).
The founder and managing partner of Kynikos Associates, Jim Chanos, shared his view on certain stocks at the Delivering Alpha Conference in 2017.
Jim Chanos also believes that not only the US market (VOO) but the global (ACWI) (VTI) equity market is going through a “synchronized bull market.”
Ray Dalio’s Bridgewater Associates has made large investments in various ETFs in 2Q17.
Ray Dalio recently shared his current outlook on the market (IWM) (QQQ) and the Trump administration at the 2017 Delivering Alpha Conference.