Kehrs Ridge Capital’s founder and portfolio manager is Brian Scudieri. The investment management firm, situated in New Jersey, has $261 million in assets under management. He controls a portfolio of $309.7 million as of the Q3 13F filings. With a top ten holdings concentration of 55.81 percent, Scudieri’s Q3 portfolio is strongly concentrated in the consumer staples and consumer discretionary sectors. In Q3, Scudieri added 19 new stocks to his portfolio, sold 18 securities, increased his investment in 8 stocks, and reduced his holdings. Here is Insider Monkey’s list of Brian Scudieri’s Kehrs Ridge Capital’s top 10 stock picks. Burlington…
Author: Isabelle Acosta
One of the industries that flourished during the pandemic was the material sector. Material stocks have recently risen as a result of the $1.2 trillion infrastructure bill being signed into law. Eagle Materials and Freeport-McMoRan are two material stocks that investors are keeping an eye on. In 2019, the worldwide construction and building materials market was valued at $916 billion. By 2025, the material sector is anticipated to be worth $1.28 trillion. According to Jefferies analysts, Vulcan Materials Company and Martin Marietta Materials will have “strong price momentum.” Insider Monkey looks at the 10 best material stocks to buy now.…
In May of this year, Stanley Druckenmiller warned that the Federal Reserve’s stimulus initiatives were generating a gigantic asset bubble. He predicted that cryptocurrencies would soon overtake the dollar as the world’s most valuable currency, with Bitcoin, the most widely used cryptocurrency, leading the charge. Druckenmiller was in Boston for the Boston Investment Conference recently. He claimed that crypto, meme stocks, and art were all in the midst of a gigantic bubble. The investor went on to say that while the boom was rewarding “geniuses” in the short term, it will be a “disaster” in the long run. Here is…
Despite the pandemic, the mining industry has remained resilient. In 2020, the top 40 mining companies in the world generated $544.4 billion in sales, up 4.4 percent from 2019. This is attributable to a rise in commodity demand as well as a recovery in economic activity. Since the launch of the COVID-19 vaccine, the outlook for mining commodities has improved. Iron ore is one of the raw commodities that has seen a recent uptick in price. According to analysts, iron ore producers are unlikely to limit production if profits continue at the $100/t level. Here is Insider Monkey’s list of…
Columbus Hill Capital Management is a New Jersey-based hedge fund. Kevin Eng works as the firm’s Chief Investment Officer and Chief Operating Officer. He has over 25 years of financial experience, having worked for a variety of firms before launching Columbus Hill Capital Manage. The 13F portfolio of Columbus Hill was diversified across six sectors as of Q2: technology, finance, healthcare, services, industrial goods, and basic materials. The fund’s portfolio value has increased by 1.02 percent to $836.8 million from the previous quarter. Insider Monkey analyzes the list of the best large-cap stocks to buy according to Columbus Hill Capital…
The stock market has demonstrated that sticking to a patient, value-based strategy may pay off handsomely in the long run. Value investors have been some of the most successful investors in recent decades. Identifying discounted stocks, however, is not as simple as it appears. Understanding the company’s business is critical for investors flocking to value plays to protect their portfolios against inflation. Over the next five years, value companies are anticipated to outperform growth equities by roughly 23% in terms of real returns. Here is Insider Monkey’s list of 10 undervalued stocks to buy today. The company outperformed market forecasts…
Reddit’s advertising revenue increased by 192 percent year over year in the second quarter. In addition, the company raised $700 million in a fundraising round, boosting its valuation to $10 billion. This growth is due to retail traders who use Reddit forums like WallStreetBets and Cryptocurrency. In November, Peloton Interactive, Cloudflare, and Penn National Gaming, Inc. are among the best Reddit stocks to buy. Here is Insider Monkey’s 10 Reddit stocks to buy in November. Rivian Automotive, Inc. is a company that sells electric vehicles that are designed for off-roading and adventure travel. Amazon and Ford, two of the world’s…
Blue-chip equities should be included in a high-risk portfolio. Investors tend to overweight their portfolios toward growth stocks in a bull market. Speculative meme stocks have been in the spotlight during our current bull market, but not as much as they once were. The cyclically adjusted price-to-earnings ratio for the S&P 500 is 38.4x. Blue-chip stocks are unlikely to produce multi-fold gains in a short period. On the other hand, dividends and share repurchases are a constant source of shareholder value creation. Here is Insider Monkey’s list of the 10 best blue-chip dividend stocks. Chevron is in a good position…
Following the release of inflation statistics, growth stocks have taken a beating. The NASDAQ fell 1%, and unprofitable technology stocks took a hit. According to a study, a Goldman Sachs list of growth stocks has dropped 4% in the last four weeks. The government has neglected to respond to these events, leading to the conjecture that these problems are to be expected in an economy recovering from a pandemic. Activision Blizzard, Peloton Interactive, and Biogen Inc. are among the top beaten-down stocks to purchase today. Here is Insider Monkey’s list of 11 Best Beaten Down Stocks To Buy Today. Dow…
Jim Cramer hosts CNBC’s Mad Money. Over the years, the former hedge fund manager has developed a cult following. For a long time, Cramer has been positive on emerging technology like cryptocurrency and cloud services. His net worth is estimated to be over $150 million. CNBC has hired Jim Cramer, a seasoned investor, to run its new subscriber-based platform, the CNBC Investor Club. Cramer resigned his job at The Street for the club, a journal he co-founded more than two decades ago. For 14 years, his hedge fund achieved returns of above 20%. Here is Insider Monkey’s list of the…
Between 2021 and 2026, the cybersecurity market is predicted to increase at a compound annual growth rate of over 15%. The Internet of Things (IoT), machine learning, and artificial intelligence are all generating buzz in the industry. New investments in the sector are expected to be focused on smart cities. In the last four years, the total amount spent on cybersecurity projects has been close to $1 trillion. Fortune 500 firms have spent hundreds of millions of dollars, including JPMorgan Chase, Bank of America, and Microsoft. Even energy companies and pipeline operators are boosting their investments in the industry. According…
Kuvari Partners’ founder and chief investment officer is Vikram Kumar. As of the second quarter, the 13F portfolio of the London-based financial advising firm was worth over $255 million. Vikram Kumar’s company, which he founded in 2017, had a portfolio worth more than $1 billion as of June 30, 2018. Kumar earned a first-class honors bachelor’s degree from the University of Cambridge in 2003. He spent eight years at UBS before founding Kuvari Partners in 2017. Square, Nokia Corporation, and Zillow Group, Inc. are among the most significant equities in Kumar’s Q2 portfolio. Insider Monkey looks at the top 7…