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| PIECES OR - Pieces Or |
| Paul Tudor déserte les actions pour privilégier les actifs tangibles |
| Les actions sont toxiques en ce moment, les seules choses qui valent la peine d’être détenues sont les matières premières et les actifs tangibles, ou du liquide. Voici ce qu’a déclaré à Goldman Sachs le gestionnaire de hedge fund légendaire Paul Tudor après une baisse prononcée des marchés actions qui a vu le Dow Jones plonger de 420 points supplémentaires à la clôture jeudi dernier.
En début de séance, le lendemain, les choses s’empiraient alors que Trump venait d’annoncer la mise en place de dmardi 6 mars 2018 |
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| PIECES OR - Pieces Or |
| L’or se porte très bien au niveau mondial |
| « Les deux guerriers les plus puissants sont la patience et le temps ». – Léon Tolstoï
Quant à ceux qui sont préoccupés par les évolutions de l’or et de l’argent…
Le tableau suivant montre le « prix mondial de l’or ». Au lieu de mesurer ce prix en dollars américains ou en euros, le tableau ci-dessous exprime le prix de l’or au travers de sa valeur pondérée en fonction des échanges commerciaux en dollars. Si l’on compare le prix mondial de l’or au prix USD de l’or, l’on constate de suite une divemercredi 26 octobre 2016 |
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| 24hGold - Yahoo |
 Stocks Trading With Low PS Ratio, Wide Margin of Safety |
| Dow Chemical Co. (DOW) is trading at about $41 with a P/S ratio of 0.98, a trailing 12-month P/E multiple of 10.69 and an estimated forward P/E multiple of 10.49. The company has a market cap of $47.87 billion and over the last 10 years, the stock has dropped by 3%. During the last 52 weeks, the price has been as high as $57.10 and as low as $35.11.$warning_sign_link List of 52-Week Lows List of 3-Year Lows List of 5-Year LowsThe DCF model gives a fair value of $39.49, putting the stock as sligjeudi 21 janvier 2016 |
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| 24hGold - Yahoo |
| Stocks Trading With Low PS Ratio, Wide Margin of Safety |
| Dow Chemical Co. (DOW) is trading at about $41 with a P/S ratio of 0.98, a trailing 12-month P/E multiple of 10.69 and an estimated forward P/E multiple of 10.49. The company has a market cap of $47.87 billion and over the last 10 years, the stock has dropped by 3%. During the last 52 weeks, the price has been as high as $57.10 and as low as $35.11.$warning_sign_link List of 52-Week Lows List of 3-Year Lows List of 5-Year LowsThe DCF model gives a fair value of $39.49, putting the stock as sligjeudi 21 janvier 2016 |
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| 24hGold - Yahoo |
| Air Liquide Set to Buy Airgas |
| Recently Airgas Inc. (ARG) agreed to be acquired by Air Liquide (AIQUF).The company reported its sales increased 7.8% during the quarter, up 4.6% compared to the same quarter of 2014.Driven by the dynamism of Healthcare and Electronics and ramp-ups in Large Industries, the group delivered a sustained increase in sales in which it rose by 7.4% on a reported basis, up 4.5% on a comparable basis versus the same quarter of a year before.About Airgas Inc.The company is a producer of atmospheric gasesdimanche 22 novembre 2015 |
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| 24hGold - Yahoo |
| An Attractive Dividend Stock in the Utility Sector |
| In this article, let's take a look at Scana Corp. (SCG), a $7.72 billion market cap South Carolina corporation that is engaged in the generation, transmission, distribution and sale of electricity to retail and wholesale customers and the purchase, sale and transportation of natural gas to retail customers.Hedge fund activityJim Simons (Trades, Portfolio) is the largest shareholder of the stock with a stake containing 577,200 shares valued at $29.2 billion. The guru has increased his position byvendredi 28 août 2015 |
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| 24hGold - Yahoo |
| Kyle Bass Focuses on Fuel, Pharmaceutical Stocks in Second Quarter |
| If there was a theme to Kyle Bass (Trades, Portfolio)' investment activity in the second quarter, the founder of Dallas-based Hayman Capital Management L.P., displayed an interest in fuel and pharmaceutical stocks. Not all of Bass' transactions fit neatly into that category, of course, but many did, including most of the largest ones.Kyle Bass Stock PicksKyle Bass Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsBass bought 11 new stakes in the second quarter. He bouglundi 24 août 2015 |
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| 24hGold - Yahoo |
| Energy Sector Dominates Robert Bruce's Second-Quarter Activity |
| Robert Bruce (Trades, Portfolio) and his son Jeff run the Bruce Fund, where they had annualized returns of nearly 30% between 2000 and 2006. More recent returns have been more modest, but they have remained in positive territory - 13.68% last year, 18.95% in 2013, 7.86% in 2012.Robert Bruce Stock PicksRobert Bruce Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsThe Energy Sector only has a 5% weighting in Bruce's portfolio, but energy stocks dominated his second-quarmercredi 19 août 2015 |
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| 24hGold - Yahoo |
| Tweedy Browne Reduces 33 Stakes in Portfolio |
| For nearly a century, Tweedy Browne (Trades, Portfolio) has been advising investors and managing funds in accord with the principles of Benjamin Graham. Last year, Tweedy Browne (Trades, Portfolio)'s strategy produced better than a 4% return. In the two preceding years, the returns were in double digits - 22.68% in 2013 and 15.45% in 2012.Tweedy Browne Stock PicksTweedy Browne Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsTweedy Browne (Trades, Portfolio) reduced ilundi 10 août 2015 |
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| 24hGold - Yahoo |
| John Hussman Buys, Sells Most Valuable Stakes in Second Quarter |
| John Hussman (Trades, Portfolio), president and principal shareholder of Hussman Strategic Advisors, devoted much of his attention in the second quarter to his existing stakes, buying or selling stock in seven of his 10 most valuable holdings.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHe sold more than one-quarter of his most-valuable stake, Newmont Mining Corp (NEM), a Colorado-based gold producer. Hussman sold 300,000 sharemardi 4 août 2015 |
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| 24hGold - Yahoo |
| John Hussman Buys, Sells Most Valuable Stakes in Second Quarter |
| John Hussman (Trades, Portfolio), president and principal shareholder of Hussman Strategic Advisors, devoted much of his attention in the second quarter to his existing stakes, buying or selling stock in seven of his 10 most valuable holdings.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHe sold more than one-quarter of his most-valuable stake, Newmont Mining Corp (NEM), a Colorado-based gold producer. Hussman sold 300,000 sharemardi 4 août 2015 |
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| 24hGold - Yahoo |
| John Hussman Shakes Up Portfolio in Second Quarter |
| Stock market analyst and mutual fund owner John Hussman (Trades, Portfolio) made his reputation by predicting the Great Recession of 2008-2009. In the second quarter of 2015, he shook up his Top 10 holdings by volume.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHussman reduced his stake in Barrick Gold Corp (ABX) by one-third, but it remained the largest stake by volume in his portfolio. Hussman sold 750,000 shares of his 2,250samedi 1 août 2015 |
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| 24hGold - Yahoo |
| John Hussman Shakes Up Portfolio in Second Quarter |
| Stock market analyst and mutual fund owner John Hussman (Trades, Portfolio) made his reputation by predicting the Great Recession of 2008-2009. In the second quarter of 2015, he shook up his Top 10 holdings by volume.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHussman reduced his stake in Barrick Gold Corp (ABX) by one-third, but it remained the largest stake by volume in his portfolio. Hussman sold 750,000 shares of his 2,250samedi 1 août 2015 |
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| 24hGold - Yahoo |
| FPA Capital Fund Sells Portions of 13 Stakes in Second Quarter |
| The FPA Capital Fund (Trades, Portfolio) typically has roughly a 50-50 mix of buying and selling activity in a quarter, but most of its activity in the second quarter involved selling only. FPA didn't sell any stakes in full, but it did sell portions of 13 existing stakes and added to just four.FPA Capital Fund Stock PicksFPA Capital Fund Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsFPA tends to invest in smaller companies, a strategy that produced a return of nealundi 13 juillet 2015 |
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| 24hGold - Yahoo |
| Julian Robertson Adds 16 New Stakes to Portfolio |
| As the founder of one of the earliest hedge funds, Julian Robertson (Trades, Portfolio) is a pioneer in the world of investing. Robertson made 16 new buys in the first quarter, two of which were significant enough to join the 10 most valuable stakes in his portfolio. Now retired, Robertson invests in hedge funds that are often run by his former employees.Julian Robertson Stock PicksJulian Robertson Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsRobertson's net worthmardi 23 juin 2015 |
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| 24hGold - Yahoo |
| Top 3 Stocks in this Highly Concentrated Fund's Portfolio |
| Hedge funds have recently been filing their 13-F forms--quarterly reports of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let�s concentrate on one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Elliott Management.Elliott Management Stock PicksElliott Management Current PortfolioThis mardi 31 mars 2015 |
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| 24hGold - Yahoo |
| Fairholme Fund's Three Recent Portfolio Changes |
| Bruce Berkowitz (Trades, Portfolio) is famous for the minimal amount of turnover and trades in his portfolio.The Fairholme Fund (Trades, Portfolio), which he founded in 1999, is highly concentrated with 26 stocks, almost 60% of which is currently in the financial services industry. In the recently updated portfolio dated Aug. 31, Berkowitz made only three trades.Bruce Berkowit Stock PicksBruce Berkowit Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsThe deep value inmercredi 29 octobre 2014 |
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| 24hGold - Yahoo |
| Alcoa's Growth Drivers Justified Almost Doubling in a Year |
| In this article, let's take a look at Alcoa Inc. (AA), a $20 billion market cap, which is one of the world's largest producers of primary aluminum as well as one of the world's largest suppliers of alumina, an intermediate raw material used to make aluminum products for a variety of end markets.Cost curve and joint ventureTo improve its cost curve, the company announced that it had formed a joint venture with Ma'aden, the Saudi Arabian mining company, to develop a fully integrated, world-class ajeudi 23 octobre 2014 |
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