If your stocks are trailing the S&P 500, which is down 15% from its early January high, borrow a tactic from the pros: switch benchmarks. Perhaps you’re beating growth stocks. The S&P 500 Grow...
Tag: Growth Investing
Why Warren Buffett Bought Paramount, Not Netflix, Stock
Text size Paramount+ has about 62 million subscribers. Valerie Macon/AFP via Getty Images Older viewers love CBS, but I’m guessing that Warren Buffett didn’t just drop $2.6 billion on shares of networ...
Carvana, Robinhood and Teladoc Stock Give Way to Old-School Rivals. Here’s When It Might Be Safe to Buy.
Text size Carvana’s stock has fallen nearly 80% in the past 12 months. Mark Ralston/AFP/Getty Images It’s new school versus old school, and the new school doesn’t stand a chance. No, we’re not talking...
James Anderson of Baillie Gifford on Illumina, Moderna, and Other Companies That Matter
James Anderson, a partner at Scottish money manager Baillie Gifford, has personified growth-stock investing during his 39 years with the firm. He was an early backer of Amazon.com, Tesla, and other “e...
Cathie Wood Sold Tesla Stock. She Is as Bullish as Ever.
Text size Tesla stock remains the biggest position in Cathie Wood’s ARK Innovation ETF. Courtesy of ARK Cathie Wood’s ARK Innovation ETF sold about 22,000 Tesla shares Thursday, according to her...
Cathie Wood’s ARK Innovation Has Had a Bad Year. Why It Could Get Even Worse.
Text size Cathie Wood’s success in 2020 made her one of the most high-profile fund managers. Alex Flynn/Bloomberg Investors in ARK Innovation ETF, Cathie Wood’s flagship exchange-traded fund, sh...
Ariel Fund Manager Picks Value Stocks in Energy, Finance, More
Value stocks have outperformed growth stocks so far this year, after a decade of lagging behind, and the new trend can continue, says Charlie Bobrinskoy, vice chairman of Ariel Investments and portfol...
Forget Benjamin Graham? These Legendary Investors Have Changed Their Definitions Of Value Investing
Hedge funds broadly continued their rotation from growth to value stocks during the fourth quarter, as was apparent from an analysis of 13F filings. The months- or years-long rotation (depending on wh...
Apple Stock Has Had a Tough Year. That Could Soon Change.
Text size Tech stocks like Apple have had a tough start to the year, but a turnaround could be coming. Sascha Steinbach/Getty Images for Apple Apple stock and the rest of big tech have faced a difficu...
J.P. Morgan Likes Value Stocks Better Than Growth Stocks
J.P. Morgan strategists like value stocks over growth, as they anticipate the economy will retain its positive momentum. Growth stocks have fallen in recent month, but “are still not outright cheap,” ...
Alibaba Stock, JD.com, and Others Are Soaring. Here’s Why and Who to Thank.
Text size An Alibaba Group sign David Becker/Getty Images Chinese tech stocks are soaring. Many have been looking cheap of late, and soothing words from Federal Reserve Chair Jerome Powell only fueled...
Stocks Nearly Entered a Bear Market. What History Says Happens Next.
Text size Everything in the markets seemed on the verge of collapse this week. NYSE It’s the moment of truth for stocks—and investors might not enjoy what comes next. For a moment this past week, the ...