On November 16, 2020, Thomas Gibson – President & CEO of Reynolds Consumer Products Inc. (REYN) – purchased 16,500 shares of REYN at $29.86. His out of pocket cost was $492,639.
Where is money flowing today?
Be in the know. 25 key reads for Wednesday…
- Financial Stocks Rally as Jefferies Turns Bullish Through 2021 (Bloomberg)
- Opinion: Put bank stocks in the ‘buy’ pile if you think a coronavirus vaccine will help mend the economy (MarketWatch)
- Pfizer’s Final Analysis Shows Covid Vaccine is 95% Effective (Barron’s)
- The MAX Jet Is Back. It’s Good for More Stocks Than Boeing. (Barron’s)
- U.S. housing starts beat expectations in October (Reuters)
- Apple to Cut App Store Fees in Half for Most Developers (Yahoo! Finance)
- Hospitals may limit access to Eli Lilly COVID-19 treatment (New York Post)
- FDA Gives Nod To First COVID-19 At-Home Rapid Test (Benzinga)
- Rupert Murdoch’s News Corp Bids for Simon & Schuster (New York Times)
- Disappearing Tweets? Twitter Now Has a Feature for That (New York Times)
- Warren Buffett is Hiding Something Big (Street Insider)
- ‘The Squad’ pushes Biden to cancel student debt — here’s how they’d personally benefit (Fox Business)
- Tire Maker Michelin Could Get a Lift From More Drivers (Barron’s)
- How Bad Is Amazon Pharmacy for CVS and Walgreens? (Barron’s)
- Here’s why stocks can climb 15% next year, according to JPMorgan’s strategists (MarketWatch)
- ‘Keep the faith, trust the recovery’ — Morgan Stanley raises its S&P 500 target but says it won’t be a smooth ride (MarketWatch)
- The ECB May Loosen Its Dividend Ban, so Eurozone Banks Should Narrow the Gap With UBS, Goldman Sachs Says (Barron’s)
- Fund managers have hopped on the rotation-to-value trade, latest Bank of America survey shows (MarketWatch)
- Japan’s exports nearly back at pre-COVID levels (MarketWatch)
- U.S. Retail Sales Climbed at a Slower Pace in October (Wall Street Journal)
- Moderna and Pfizer Are Reinventing Vaccines, Starting With Covid (Wall Street Journal)
- Mortgage demand from homebuyers surges after election pause (CNBC)
- JPMorgan’s Jamie Dimon Says Congress Is Being ‘Childish’ on Stimulus (Bloomberg)
- Goldman Sachs says commodities poised for bull market (Reuters)
- Pfizer says it will seek U.S. emergency-use authorization within days for coronavirus vaccine (MarketWatch)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
November Bank of America Global Fund Manager Survey Results (Summary)
190 Managers overseeing ~$526B AUM responded to this month’s BofA survey. Continue reading “November Bank of America Global Fund Manager Survey Results (Summary)”
Be in the know. 28 key reads for Tuesday…
- This Is What Hedge Funds Bought And Sold In Q3: Complete 13F Summary (ZeroHedge)
- Exclusive: OPEC+ sees oil cut extension curbing 2021 rise in oil stocks, document shows (Reuters)
- Fed Could Buy More Bonds if Coronavirus Hits Too Hard (Barron’s)
- Warren Buffett’s Berkshire Hathaway Confirms Apple Stock Sale, Buys of Pfizer, Merck (Barron’s)
- The Stock Market Hit a New High Monday. Here’s Why It Can Keep Racing Higher. (Barron’s)
- Fund managers are believers in the rotating-to-value trade, latest Bank of America survey shows (MarketWatch)
- Vaccines Could Boost Economic Recovery in Emerging Markets. 8 Stocks That Have a Shot. (Barron’s)
- Warren Buffett Is (Mostly) In The Right Place At Right Time (Investor’s Business Daily)
- Multiplan Stock Has a Wild Few Days After Short Report, Earnings, and Wall Street Initiations (Barron’s)
- Imperial Brands Stock Climbs as Lockdown Boosts Tobacco Sales and Profit. 2021 Will Be Better. (Barron’s)
- China’s Lopsided Economic Recovery Continues. Expect Widening Global Trade Gaps. (Barron’s)
- Yamada sees the “FAANMG” tech leaders making tops and being vulnerable to declines of “bear-market proportions.” (Barron’s)
- Investors are losing patience with Big Tech over its lax attitude to harmful content (fnlondon)
- Could the Fed act early? Yes, says this strategist who maps out the central bank’s possible next move (MarketWatch)
- The Fed Could Act If Covid Hits the Economy. Stocks Would be the Winner (Barron’s)
- The Dow just clinched its fastest bear-market recovery in 30 years (MarketWatch)
- Why ‘seriously underloved’ small-cap stocks have room to rise as vaccine progress sparks rotation (MarketWatch)
- Southwest Airlines Seizes the Moment as Rivals Struggle (Wall Street Journal)
- Moderna Vaccine Offers Possible Antidote to Deep-Freeze Problem (Bloomberg)
- Warren Buffett Likes Stocks Again (Bloomberg)
- BofA Says Market Is So Bullish It’s Time to Sell on Vaccine News (Bloomberg)
- DoorDash Loves the ’Burbs as Much as You Do (Wall Street Journal)
- Shipping Stocks Are Riding a Different Kind of Covid-19 Wave (Wall Street Journal)
- Airbnb’s Recovery May Be Worth Betting On (Wall Street Journal)
- Walmart Jumps After Smashing Expectations As Average Ticket Soars 24% (ZeroHedge)
- Amazon Starts Selling Prescription Drugs To Prime Customers (ZeroHedge)
- Boeing’s 737 Max is set to return to the skies as industry reels from pandemic (CNBC)
- ‘Everything points upward’: Wharton professor Jeremy Siegel says the economy and stock market will be stronger than expected in 2021 (Business Insider)
