According to their latest 13F filings, institutional investors made a series of notable moves in Bristol-Myers Squibb (BMY), reflecting growing confidence in the pharmaceutical giant’s pipeline strength, consistent cash flows, and attractive valuation amid ongoing healthcare sector volatility. Several top asset managers added meaningfully to their positions during the most recent quarter.Let’s examine some of the most notable changes:Pzena Investment Management LLC (Rich Pzena)Shares: 14,843,475Change: +1,3 ...

I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.Analyst’s Disclosure:I/we have no stock, option or similar derivative positi ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Tvardi To Contact Him Directly To Discuss Their Options If you suffered significant losses in Tvardi stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] Oct 13, 2025 6:27 PM Eastern Daylight Time On Monday, October 13, 2025, Tv ...

RBC managing director and co-head of global financials research, Gerard Cassidy joins us now. Gerard, always good to see you. Thank you, Melissa. Thank you for having me back.Um, which are you I mean, I know you're watching all of them, Gerard. But in terms of like the one that is sort of garnering the most investor interest, which one would it be. Because you could say, you know, City turnaround story maybe highly valued.JP Morgan fully valued, uh, Wells Fargo, is it is it really out of the penalty. I mean ...

Michael Tannenbaum, CEO of Figure (NASDAQ:FIGR), has recently noted that Tricolor bankruptcy made headlines and for “good reason.” The Texas-headquartered auto lender had allegedly “double-pledged” hundreds of millions of dollars in car loans to various banks like JPMorgan and Fifth Third. What appeared to be a liquidity issue actually turned out to be “something far worse: a data integrity problem.”Michael Tannenbaum of Figure explained in a blog post the system “couldn’t tell who actually owned what.”He p ...

Market Overview - The recent market sell-off and subsequent rally highlight the volatility and rising equity valuations, prompting a need for proactive risk management in portfolios [1][3][44] - The market is characterized by a concentration in a few major companies, referred to as the MAG7, which raises concerns about dependency on their performance [6][44] Investment Strategies - Portfolio managers are advised to prepare for potential sell-offs by diversifying with bonds, commodities, and options-based strategies that provide structural protection [5][7][8] - Options strategies are gaining traction as they offer reliable downside protection and income that is not sensitive to interest rate changes, especially in a rate-cutting cycle [8][25] Gold and Commodities - Gold prices have crossed the $4,000 per troy ounce mark, driven by factors such as geopolitical instability and falling interest rates, leading to significant investor flows into gold [15][17] - A shift in investment strategy is observed, with more economists suggesting a move from a traditional 60/40 portfolio to a 60/20/20 model, incorporating 20% in gold [18][21] Central Bank Activity - Central banks have been actively purchasing gold, averaging about 1,000 tons per year over the last three years, which supports higher gold prices and allows for asset diversification away from US treasuries [21][22] Silver Market Dynamics - Silver is increasingly recognized for its dual role as both a precious and industrial metal, with about 60% of its demand coming from industrial uses, making it attractive for growth amid technological advancements [49][50] - Despite gold miners outperforming physical gold, there has been a lack of significant investor movement into gold miners, while silver miners have seen inflows [34][51] Risk Management and Future Outlook - The interplay between stock market performance and consumer confidence is a concern, as a slowdown in the labor market could impact retail investment sentiment and the broader economy [55] - For gold, a reduction in geopolitical and economic risks could lead to price declines, while silver may experience volatility due to its industrial component [57][59]

Market Overview - The current market environment is characterized by a lack of margin for error, with risks in the real economy being underestimated [2] - The US economy is expected to experience a slowdown in growth, particularly in the third quarter, continuing into the second quarter of the next year [6][7] - The AI buildout boom is currently offsetting the economic slowdown, but if the economy worsens, it could negatively impact the market [8] AI Sector Insights - The AI buildout is still accelerating, with significant investments and developments expected to continue [3] - Companies like Oracle are projecting substantial revenue growth, indicating a competitive landscape in the cloud business [13] - Some AI-related stocks are becoming overvalued, while others, like Microsoft, are still considered undervalued [14] Real Economy and Value Stocks - Many real economy stocks, particularly in the commodity chemical and industrial sectors, have seen significant declines, with some companies reporting a 50% year-over-year drop in EBITDA [4][10] - There is a focus on undervalued sectors such as real estate, energy, and healthcare, with real estate trading at a 7-8% discount to fair value [16][17] - Specific undervalued stocks include Ventas and Health Peak in the healthcare REIT space, and Bristol Myers in the healthcare sector, which is trading at a 33% discount to fair value [19][20] Financial Sector Analysis - The financial sector is viewed as overvalued, with expectations that large banks will report strong numbers, but smaller overlooked names like LPL Financial are considered undervalued [22][23] Recommendations on Portfolio Adjustments - Stocks like Reddit and Sherwin Williams are recommended for profit-taking due to their overvaluation, with Reddit trading at a 50% premium and Sherwin Williams at a 30% premium to fair value [25][28]

A sprawling array of streaming, cable and film properties could position a combined company to better compete with media and tech giants. ...

In mid-April, I reiterated my sell rating on MongoDB, Inc. (NASDAQ: MDB ) due to both technical weakness and unattractive financial metrics. By now, it is clear that my bearish call didn't work out, as theI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respe ...

WHEATON, Ill., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Innovator Capital Management, LLC (Innovator) announces that the net asset value (NAV) per share of the Innovator Index Autocallable Income Strategy ETF (NYSE Arca: ACII) and the Innovator Equity Autocallable Income Strategy ETF (NYSE Arca: ACEI) for October 10, 2025, was adjusted by the amounts indicated below on October 13, 2025. The adjustments were a result of an error in calculating the NAV for ACII and ACEI. FundTickerRevised NAV Original NAV Change (%) ...