In his latest interview with CNBC’s Squawk Box on Tuesday, October 3, billionaire investor Warren Buffett shared his views on a range of topics.
Large-cap growth stocks have performed well so far this year. Many investment firms and market participants are expecting value stocks to perform well in the near term.
Mike Wilson of Morgan Stanley is overweight on the financial and technology sectors. He believes these sectors will benefit the most from tax reform.
In an interview with CNBC on September 22, Mike Wilson, chief equity strategist at Morgan Stanley, shared his views on the bull market, the S&P 500 Index, and various sectors.
Julian Robertson’s Tiger Management invested heavily in the information technology sector (XLK) in 2Q17.
Tiger Management’s top five holdings are Celgene (CELG), Blackstone Group (BX), Alibaba Group Holdings (BABA), Boston Scientific (BSX), and Alphabet (GOOG).
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.
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.
Shire was the seventh-largest holding in Cooperman’s Omega Advisors’ portfolio in 2Q17, representing nearly 3.5% of total holdings.
United Continental was the third-largest holding in Cooperman’s Omega Advisors’ portfolio in 2Q17, representing nearly 5.2%.
Cooperman noted that FDC “stock is very cheap.” Omega Advisors is the tenth-largest investor in First Data, with 8.1 million shares as of June 30, 2017.
At the 2017 Delivering Alpha Conference on September 12, Cooperman stated that “the solution for low oil prices is low oil prices.”
Legendary investor Leon Cooperman shared his view on the market, oil prices, and his favorite stock picks at the conference on September 12.