Latest Insights on LEN
Amazon + Whole Foods? It’s Not Working December 12, 2017 Stocks
I took plenty of heat back in June when I said the Amazon-Whole Foods merger “would be a surprising setback for the internet giant.” Looks like I was right.
Play This Miracle on Main Street December 11, 2017 Stocks
The new tax plan promises to breathe fresh life into a sector that most investors have already written off as dead.
This Global Index Is Screaming Higher December 8, 2017 Commodities
The Baltic Dry Index, which is a benchmark of shipping rates around the world, hit a four-year high. And that’s great news for natural resources.2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]An Update on Third Point Reinsurance
December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]MEET OUR EXPERTS
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