We are talking a lot about capital return secured by dividends. Growth is an essential element to create wealth.
Dividends give you a regual income and hedge you against capital losses. They are no wealth driver in general.
Today I would like to present a couple of stocks that tenfold over the past six years. Each of the companies generated a stock return over 1000% since 2009.
There are not many companies on the list, only 53. Most of them are high growth names like Starbucks, Netflix, Priceline or Expedia.
The financial crisis also gave investors the great opportunity to buy high-quality businesses for a really cheap price. Especially high leveraged stocks with big debt burden or companies with cyclic products were traded at deep discounts.
Here is a table of percentage moves from the March 9, 2009 stock market bottom for 54 stocks with returns over 1,000% listed in alphabetical order.
These are the results...
Showing posts with label NFLX. Show all posts
Showing posts with label NFLX. Show all posts
40 Leaders And Laggards Of EPS Surprise / EPS Revision
A huge
number of companies have released their Q4 fiscal figures. Market actors are
looking deeply into those numbers in order to compare them with their
expectations.
If a
company does not meet them, it got punished.
Attached
you will find the 10 best and worst stocks that beat expectations in Q4/2015.
You will also find a list of the 10 best and worst stocks with the highest EPS
revisions for the upcoming quarter.
Sometimes
it indicates a clear trend.
Here are the top results...
Did Social Media Predict Carl Icahn’s Biggest Trades?
The following article was written by our guest author Insider Monkey. There are a select
few money managers whose words can move entire markets, but up to this point,
only one has mastered the medium of Twitter [TWTR]: Carl Icahn. After creating an account earlier this year, the
billionaire has disclosed a few big positions on the micro blogging site,
including a purchase of Apple [AAPL] and a sale of Netflix [NFLX] stock.
While the media
has had a lot to say about Icahn’s Twitter account, no one has taken the time
to examine his trades in terms of social media sentiment. For someone who is
likely the world’s most socially active hedge
fund manager,
surprisingly little analysis has been done in this realm.
With the help of Market Prophit, a company that converts stock-related social media posts
into easy-to-read data, we’re able to look at how much chatter Icahn’s biggest trades
created. More interestingly, it appears that some of this buzz actually
predicted the moves before they happened.
Netflix
Netflix was the
recipient of a major cut by Icahn late last month. In a 13D filing and subsequent tweet after the
market’s close on October 22nd, the investor reported a 4.5% stake in the
streaming video company, about half of what he previously owned. This move came
24 hours after Netflix’s stock price had surged on promising third quarter
earnings.
Market Prophit’s
CEO, Igor Gonta, revealed to us that on the morning of the 22nd, social media
circles were already buzzing about a major seller “doing large block
sales” of Netflix, and Icahn’s name was visibly in the rumor mill. By the time the
market had closed, Icahn’s official SEC disclosure pressed the stock to drop
almost all of its gains from the previous day’s earnings report.
Apple
Any analysis of
Carl Icahn and Twitter must include Apple. On the afternoon of August 13th this year, Icahn tweeted that he had a “large
position” in the tech giant on the basis of undervaluation, adding that a
conversation with Tim Cook was on the table. As Gonta pointed out to us, shares
of Apple rallied by nearly 2.5% just 20 minutes after Icahn’s initial tweet,
and social media sentiment turned positive approximately two minutes prior to
the reveal (see graph here).
The next major
event on the Icahn-Apple timeline was on October 1st. Halfway through the
morning on this date, Icahn tweeted about the dinner he had with Tim Cook the
night before, in which he reiterated his desire for Apple to pursue a $150
billion share buyback plan.
Market Prophit
again picked up on bullish chatter before
Icahn’s tweet went live at 10:23am. This time, an uptick in positive social
chatter led the tweet by a full 40 minutes, and shares of Apple had already risen by
almost one full percentage point by half past ten. According to Gonta, social
media sentiment turned negative immediately following Icahn’s tweet “because
the price had already run up,” indicating that a classic “sell the news”
phenomenon had just taken place.
Sitting here in
early November, it’s unknown if Icahn will succeed in his quest to convince
Apple that a larger buyback will lead to a $1,250 stock price. What we can say with confidence, though,
is if the hedge fund manager is active on Twitter again, social media chatter
may predict it.
Disclosure:
none
Labels:
AAPL,
Carl Icahn,
Guru,
Hedge Fund,
Insider,
Insider Monkey,
NFLX,
Portfolio Strategies,
TWTR
Carl Icahn’s Latest Dividend Stock Buys And His Biggest Portfolio Holdings
Carl Icahn’s recent stock buys and largest stock
holdings as of Q1/2013 originally published at "long-term-investments.blogspot.com". Carl Icahn is a well
known investor. He serves around USD 16.9 billion in his asset management company
Icahn Capital Management LP. His asset allocation is very focused on single stocks.
In total he has only 19 stock holdings of which four are new. Within the recent
quarter, Icahn bought only five companies. He’s a guy who wants control and he wants
to change something. In of his portfolio holdings he has a significant influence
with an ownership of more than 10 percent of the outstanding capital.
From his 13 latest stock buys pay only seven dividends. Eight of them have a current buy or better rating by brokerage analysts.
Carl Icahn’s Biggest Dividend Stock Holdings
Largest
dividend stock positions by Carl Icahn originally published at "long-term-investments.blogspot.com". Super investors
made a great return in the past and they got very rich.
Not all started to make money with little stock trading. Some of them made big deals with huge loans. They took the risk and won the game.
Carl Icahn is such a person. He is an activist with $12 billion market value of his Icahn Capital Management vehicle. Herbalife, Transocean or Dell, Icahn is still named as investor who stirs up the pastry.
Today I like to look at the biggest dividend positions of Carl Icahn as of Q4/2012. His full portfolio has only 15 companies, which is not much and looks very undiversified. Warren Buffett still has more stocks in his portfolio and he is also no big asset gatherer.
Icahn is no dividend lover; he has only four dividend stocks. His biggest dividend machine is the own property management company, Icahn Enterprises. IEP pays a 7.07 percent yield.
Not all started to make money with little stock trading. Some of them made big deals with huge loans. They took the risk and won the game.
Carl Icahn is such a person. He is an activist with $12 billion market value of his Icahn Capital Management vehicle. Herbalife, Transocean or Dell, Icahn is still named as investor who stirs up the pastry.
Today I like to look at the biggest dividend positions of Carl Icahn as of Q4/2012. His full portfolio has only 15 companies, which is not much and looks very undiversified. Warren Buffett still has more stocks in his portfolio and he is also no big asset gatherer.
Icahn is no dividend lover; he has only four dividend stocks. His biggest dividend machine is the own property management company, Icahn Enterprises. IEP pays a 7.07 percent yield.
Subscribe to:
Posts (Atom)