• 3 Buffett Stocks That Are Trouncing Berkshire Hathaway So Far This Year
    Motley Fool

    3 Buffett Stocks That Are Trouncing Berkshire Hathaway So Far This Year

    Three Buffett stocks, in particular, are trouncing Berkshire in 2020. While the COVID-19 pandemic has hurt many companies, Amazon's business has thrived. The impact of the global novel coronavirus outbreak has turned Amazon's business upside down -- mostly in a good way.

  • 3 Dirt-Cheap Stocks Billionaires Are Buying
    Motley Fool

    3 Dirt-Cheap Stocks Billionaires Are Buying

    Some of the most successful investors in the world have loaded up on these three beaten-down stocks recently.

  • 2 Warren Buffett Stocks to Buy in June
    Motley Fool

    2 Warren Buffett Stocks to Buy in June

    Despite an investor stampede for the exits in the month of March that put a lot of stocks on sale, Warren Buffett's Berkshire Hathaway did surprisingly little stock buying in the first quarter. One good reason Buffett needn't lose any sleep over missed chances is that he's already put the ball into play on many occasions by buying some of the best businesses on the planet. Brazilian payment processor StoneCo (NASDAQ: STNE) and retail landlord STORE Capital (NYSE: STOR) have been beaten down during the COVID-19 scare, haven't recovered yet, and are likely to produce handsome returns for investors with a patient mindset.

  • Wells Fargo Corporate Risk Announces Enhanced Organizational Structure and New Leaders
    Business Wire

    Wells Fargo Corporate Risk Announces Enhanced Organizational Structure and New Leaders

    Wells Fargo & Company (NYSE: WFC) today announced the appointment of two new Corporate Risk leaders and an enhanced organizational structure designed to provide greater oversight of all risk-taking activities and a more comprehensive view of risk across the company. The new risk model will have five line-of-business Chief Risk Officers (CROs) along with other teams aligned by risk type, each reporting to Wells Fargo CRO Mandy Norton.

  • Should Value Investors Buy Teva Pharmaceutical Industries Ltd. (TEVA) Stock?
    Zacks

    Should Value Investors Buy Teva Pharmaceutical Industries Ltd. (TEVA) Stock?

    Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

  • Why Is Annaly (NLY) Up 1.4% Since Last Earnings Report?
    Zacks

    Why Is Annaly (NLY) Up 1.4% Since Last Earnings Report?

    Annaly (NLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

  • Why cable providers are expected to survive the rise in cord-cutting
    Yahoo Finance

    Why cable providers are expected to survive the rise in cord-cutting

    Cord-cutting is expected to accelerate through 2021, but some say the financial consequences for U.S. cable providers will be limited.

  • 2 Healthcare Stocks At High Risk Of A Writedown
    Motley Fool

    2 Healthcare Stocks At High Risk Of A Writedown

    Investing in companies that are forced to write down their assets due to botched acquisitions can have devastating consequences for investors.

  • 2 Pharmaceutical Stocks Trading Below Their Book Value
    Motley Fool

    2 Pharmaceutical Stocks Trading Below Their Book Value

    Frequently, buying stocks trading below their fundamental net worth can yield lucrative rewards for investors.

  • Hedge Funds Are Nibbling On Xerox Holdings Corporation (XRX)
    Insider Monkey

    Hedge Funds Are Nibbling On Xerox Holdings Corporation (XRX)

    Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds' and successful investors' positions as of the end of the first quarter. You can find articles about an individual hedge fund's trades on numerous financial […]

  • InterContinental Hotels Group PLC (IHG): Hedge Funds’ Least Favorite Stock?
    Insider Monkey

    InterContinental Hotels Group PLC (IHG): Hedge Funds’ Least Favorite Stock?

    Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds' and successful investors' positions as of the end of the first quarter. You can find articles about an individual hedge fund's trades on numerous financial […]

  • Motley Fool

    How to Be a Better Investor

    In this episode of Rule Breaker Investing, listeners of the podcast share what they have learned from The Motley Fool co-founder David Gardner. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started investing, check out our quick-start guide to investing in stocks.

  • Barrons.com

    Insurance Investing for Beginners: What You Need to Know

    Buying insurance can seem overwhelming. Few people do it enough to get really good at it. Investing in insurance can feel daunting, too, but it doesn’t have to be.

  • Is Teva Pharmaceuticals Stock a Buy?
    Motley Fool

    Is Teva Pharmaceuticals Stock a Buy?

    Teva Pharmaceutical Industries (NYSE: TEVA) is a well known generic drugmaker that's attracted the attention of a number of well-known investors in the past. Most notably, Warren Buffett's Berkshire Hathaway bought shares of the company a number of years ago due, in no small part due to how cheap the stock was at the time. Teva's business can be split up into two main areas: its generics business and its own branded drug products.

  • Barrons.com

    What Catastrophe? It’s Time to Buy Insurance Stocks

    Shares of property and casualty insurers such as Hartford and Chubb typically rally after catastrophic events as the industry raises its rates.

  • Top 5 Most Popular Guru Buys of the 1st Quarter
    GuruFocus.com

    Top 5 Most Popular Guru Buys of the 1st Quarter

    These stocks had the most net buys among gurus Continue reading...

  • Why cable providers will survive despite rise in cord-cutting: Wells Fargo
    Yahoo Finance Video

    Why cable providers will survive despite rise in cord-cutting: Wells Fargo

    Yahoo Finance's Alexandra Canal breaks down the latest outlook for cable providers as more Americans cut the cord and opt for streaming platforms.

  • Alan Fournier Adds 4 Stocks to Portfolio
    GuruFocus.com

    Alan Fournier Adds 4 Stocks to Portfolio

    Guru releases 1st-quarter portfolio Continue reading...

  • GuruFocus.com

    Learning From Warren Buffett's Decision to Buy Coca-Cola

    A look back at the Oracle's famous trade Continue reading...

  • GuruFocus.com

    Warren Buffett on Buying Stocks When Other Investors Are Selling Them

    Purchasing companies while sentiment is weak could be a logical strategy Continue reading...

  • Southwest Airlines Stock Is a Survivor Worth Betting On
    InvestorPlace

    Southwest Airlines Stock Is a Survivor Worth Betting On

    American Airlines (NYSE:AAL) dropped 8% on May 28 after reporting earnings. Clearly investors have not yet come to terms with all of the woes that the industry is facing. This also put pressure on Southwest Airlines (NASDAQ:LUV), which fell 3% on Thursday and some more this morning. But it hasn't all been bad news in the price action of airline stocks. In just nine days, LUV stock rallied as much as 56% off of the $22.50 bottom. This shows that the fan base is still alive. However, the easy work is done, but for the long-term, the opportunity still exists.Source: Jeramey Lende / Shutterstock.com The quarantine caused a panic on Wall Street, especially over the travel and hospitality industries. Even the most famous investor Warren Buffet of Berkshire Hathaway (NYSE:BRK.A, NYSE:BRK.B) closed out of his airline positions. This caused carnage among the group on two occasions.First, when the headline broke out, they sold millions of shares, then again when they announced selling the remainder of the shares. Right or wrong, this mattered because he earned his "Oracle" moniker for good reasons.InvestorPlace - Stock Market News, Stock Advice & Trading TipsFor today's discussion, those who are looking to own Southwest shares for the long-term shouldn't worry about finding the perfect entry point. The Covid-19 dip created a good enough opportunity in general regardless of where the absolute bottom lies. Most traders, on the other hand, prefer getting into stocks right, so it makes sense to try and avoid making the obvious mistakes. Ignore the LUV Stock Fundamental MetricsThe fundamentals of the whole industry have changed and perhaps forever. As with most airlines, the usual metrics look cheap, but in reality, they are temporarily useless to investors. Air traffic is still down 90% from its usual levels, so it would be ridiculous to use the price-to-earnings value of 9 to determine value on any airline stock. At the depth of the correction, the concern was company survival. Wall Street feared that major U.S. airlines were at risk of death. Even Boeing's (NYSE:BA) CEO recently expressed this opinion in an interview with NBC. * 7 Red-Hot Vaccine Stocks Racing to Develop a Coronavirus Cure Luckily, we are going into an election season, so the White House was not going to let any high-profile American corporation fold. The industry got the bailout it needed to weather the storm. Now the priorities are to cut costs until money starts flowing through their income statements. They are starved for sales and the reopening process cannot happen fast enough. Good News for LUV Stock?Source: Charts by TradingView Another bit of good news came this week when Boeing announced it's restarting some of its 737 Max production. This is especially important for Southwest because its entire fleet consists of 737's, albeit not all of them are Max models. The more lingering hindrances that end, the easier the recovery stage becomes. This is all to say that the worst of this crisis is over for LUV stock. Investors who held their shares throughout should not panic now. For peace of mind, equity owners can use the options markets to rent some insurance.Technically, the stock has resistance going into $38 per share. This alone is not a reason to short it. In fact, small failures would make for smart entry points near $30. Then the bulls will have the opportunity to wage another rally to attack necklines with more force and target $43 per share. It will take patience and a lot of hard work from the buyers. Because every level that they tried to hold on the way down will act as resistance on the way back up. Management Will Face a New Normal After this CrisisThey say that what doesn't kill you, makes you stronger and this was as tough a test as they come. Eventually, LUV stock will emerge from this as a sector leader once more. Management we'll have to continue tightening their purse strings until the financial situation improves. They have been in trouble so many times before that they know how to cut costs. Case in point is what American Airlines' Parker said about his plans to trim more fat. But they also have to adjust to what ever new rules may come. They won't be allowed to stuff the planes like they did into February. Also, there aren't any perks left, so prices may have to rise. The first step is for people to start flying again and sooner rather than later.Right or wrong, consensus is that they will soon find a vaccine. Investors have already priced those scenarios in. They will boost stock prices again until the actual headline hits. Meanwhile, there still is considerable risk of potential hiccups from loosening the quarantine. We are now at the edge of the virus incubation period. Meaning if infection were to reemerge they would have started showing signs by now. A Twist on the Old Buy-and-HoldVolatility is still high, so it's prudent to use caution. One way to do this is to use options. For example, instead of buying shares, investors sell the LUV September $22.50 put and collect $1.5 per contract. They don't even need a rally to profit. In fact, the stock can even fall another 35% from here before they lose any money. They break even at about $21 per share. This allows investors to be long a stock, while leaving room for error. But remember, it is important to never sell puts, except for the purpose of owning the stock, and to never take a bigger risk than what you're willing to lose.Nicolas Chahine is the managing director of SellSpreads.com. As of this writing, he did not hold a position in any of the aforementioned securities. Join his live chat room for free here. More From InvestorPlace * Top Stock Picker Reveals His Next 1,000% Winner * The Huge Story for 2020 & Beyond That You Aren't Hearing About * Revolutionary Tech Behind 5G Rollout Is Being Pioneered By This 1 Company * The 1 Stock All Retirees Must Own The post Southwest Airlines Stock Is a Survivor Worth Betting On appeared first on InvestorPlace.

  • Hedge Funds Started Cashing Out Of Liberty Broadband Corp (LBRDK)
    Insider Monkey

    Hedge Funds Started Cashing Out Of Liberty Broadband Corp (LBRDK)

    At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (Recession is Imminent: We Need A Travel Ban NOW). In these volatile markets we scrutinize hedge fund filings to get a reading on which direction each […]

  • Wells Fargo Stock Is Too Cheap
    InvestorPlace

    Wells Fargo Stock Is Too Cheap

    Wells Fargo (NYSE:WFC) is a tremendous bargain today. Wells Fargo stock, which was trading at $26.30 this afternoon, is selling for just 80% of its tangible book value per share (TBVPS) of $32.90.Source: Ken Wolter / Shutterstock.com To put it succinctly, that valuation is simply too low. Let's assume the very worst happens: somehow Wells Fargo will have to write off so many loans that its book value falls to its present stock price.First of all, that suggests that loans worth 17.3% of the whole company's shareholder value will be written off. Since its book value is now $182.7 billion, under that scenario, $31.5 billion of loans will go under. That means that the bank will have to assume that the loans will never be repaid and write them off as charge-offs. That seems almost impossible.InvestorPlace - Stock Market News, Stock Advice & Trading TipsEven during the financial crisis in 2008, Wells Fargo's book value did not decline. It actually increased from 2007 to 2008 and through 2009. So contemplating a 17.3% decline in the bank's book value seems almost absurd. But that is how the stock market is pricing WFC stock today.Another reason why the price today seems out of whack is that even in the last recession, the bank's stock price got down to about $12 per share. But its book value was $16.09 per share, according to Value Line Research. * 7 Red-Hot Vaccine Stocks Racing to Develop a Coronavirus Cure Wells Fargo stock did not change hands for 75% of the bank's book value for very long. When the economy started to improve, it quickly shot up to 100% of book value per share and then rose further.The economy is now starting to improve. The bank's stock price should soon start to reflect that reality. Based on Wells Fargo's present TBVPS of $32.09, the stock looks poised to gain about 22%. The Bank's Dividend Yield Implies a Potential Gain of 41%Wells Fargo pays an annual dividend of $2.04 per share. On April 28, it declared a quarterly dividend of 51 cents per share. Its dividend yield stands at 7.5%.But the company has not decided to cut its dividend. It has made no mention of doing so, even though it suspended its share buybacks.Analysts, on average, expect its earnings per share to come in at $1.43 this year. But that includes a whopping $3 billion reserve hit (equivalent to almost 73 cents per share) to the bank's earnings. However, if the bank does not take such a hit, it will have enough funds to cover its dividend. Its EPS for 2021 is expected to be $2.58, according to Seeking Alpha. So it will be able to cover its dividend next year.Therefore, I don't believe the bank will cut its dividend this quarter. Even if it does, I doubt whether its dividend will stay below its current level for very long.Therefore, based on Wells Fargo's historical dividend yield, at what price should the stock be trading? According to Seeking Alpha, its average dividend yield in the past four years was 3.49%.That indicates that the stock should be trading at $58.45 (i.e. $2.04 divided by 3.49%), not $26.30. But let's assume that the stock's current yield should be 50% higher than its historical level. After all, the economy will undergo a U-shaped recovery, and it will take awhile before the stock recovers.That implies the dividend yield now should be 5.5% or so (halfway between 3.5% and 7.5%). That means the stock should be at least $37 per share. That represents a gain of 41%. Merging the Two Implied Values for Wells Fargo StockAs we have seen, the true value for Wells' stock, based on its book value per share, should be $32.09. That's about 22% above today's price.Using a modified historical dividend yield approach, the stock is worth $37 per share, a gain of 41%.The average of these two target prices is $34.55 per share. So look for the shares to gain 31% over the next year or even earlier.One positive catalyst for the shares could be the June release of the company's stress tests by the Federal Reserve. I wrote about that in my earlier article, which was published last month. I don't believe the Federal Reserve is going to force the bank to cut its dividend to preserve capital.Therefore, Wells Fargo stock seems to provide conservative investors with a large margin of safety. That's especially true now because it sells for such a huge discount to its tangible book value.As of this writing, Mark Hake, CFA does not hold a position in any of the aforementioned securities. Mark Hake runs the Total Yield Value Guide which you can review here. More From InvestorPlace * Top Stock Picker Reveals His Next 1,000% Winner * The Huge Story for 2020 & Beyond That You Aren't Hearing About * Revolutionary Tech Behind 5G Rollout Is Being Pioneered By This 1 Company * The 1 Stock All Retirees Must Own The post Wells Fargo Stock Is Too Cheap appeared first on InvestorPlace.

  • 8 Stocks Viking Global Investors Continues to Buy
    GuruFocus.com

    8 Stocks Viking Global Investors Continues to Buy

    Visa and Cigna make the list Continue reading...