Dear Readers, US stocks are fresh off their latest surge as vaccine progress emboldens risk-takers that have long been eager for signs of economic reopening. While US-China tensions are once again an albatross threatening to derail market progress, it appears reopening hopes are the main game in town — for now. Of course, with the market still well off record highs seen as recently as February — and with many areas of the market still scrambling to make up lost ground — there are ample opportunities available to sharp-eyed traders. The Investing team at Business Insider has been busy talking to top money managers in order to gain some semblance of clarity. Before we get into the usual gamut of coverage, consider the two compilations below that are absolutely teeming with actionable advice. Then stick around for the best of the rest, divided into the usual categories: (1) expert recommendations and (2) stock picks. 10 big money managers shared with us their favorite hidden gems in the market, and the contrarian trades they're making amid the pandemic Business Insider surveyed 10 fund and portfolio managers on various aspects of their strategies right now. Money managers shared insight into investments they deem "under the radar," underappreciated market risks, and more. It's hard to imagine a more comprehensive breakdown of investing recommendations available in one place. READ MORE HERE >> Small companies are the biggest post-coronavirus battleground on Wall Street. 4 of the world's best fund managers share their strategies for the space — and the single stocks they love. We interviewed four of the absolute best-performing small-cap fund managers to see where they're investing in a destabilized market. They each shared strategies and single stock picks that they're betting on to keep thriving. READ MORE HERE >> Expert recommendations Todd Ahlsten has dominated the market and his competitors for 2 decades. He lays out the 6 stock-picking decisions that reshaped his portfolio after the coronavirus meltdown. The manager of the Parnassus Core Equity Fund credits his investing triumphs to an approach based on critical businesses and technologies, as well as innovation and the avoidance of highly levered companies. And along the way he's made some prescient market calls. READ MORE HERE >> A 20-year hedge-fund vet shares the 3-part checklist that guides every investment decision he makes — and breaks down a stock pick he thinks could increase 50 to 100 times in his lifetime Harris Kupperman, the founder of Praetorian Capital Management and CEO of Mongolia Growth Group, isn't a fan of overly complicated and complex investment strategies. Ideally, he said "three bullet points on a napkin is about everything you need in an investment thesis." READ MORE HERE >> A group of healthcare stocks is enjoying the market's biggest post-crash comeback and has returned 1,000% over the past decade. One investment firm says there's even more upside — and shares 3 companies it's buying. Within the healthcare sector, managed-care companies — including insurers — have recovered the most since the crash bottomed out. Investors are buying these companies for their defensive qualities and can expect further upside to their returns, according to the Leuthold Group. READ MORE HERE >> A fund manager who's quadrupled his competitors' returns for 15 years breaks down his 3 favorite stocks — and his top 3 contrarian ideas His core equity fund has brought investors 9.8% a year since 2005, easily outpacing the S&P 500's return of 6%. That also puts him in the 99th percentile versus peers. READ MORE HERE >> Single-stock picks Buy these 13 tech stocks that are abnormally disconnected from Wall Street's expectations for profit growth and poised to rocket higher, Credit Suisse says Multiple technology companies have become oversold relative to their prospects for growing profits, according to Credit Suisse. The firm pinpoints 13 stocks that could benefit from a quick catchup. READ MORE HERE >> GOLDMAN SACHS: Buy these 14 stocks poised to surge in an economic recovery because of their limited exposure to consumers Arjun Menon of Goldman Sachs says cyclical stocks usually do best when the economy is recovering. He adds that companies that sell to businesses have an advantage, as consumers may be reluctant to start spending money again. READ MORE HERE >> Best of the rest |
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