In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
A director at Berkshire Hathaway Inc sold 2 shares at 775,883.300USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
S&P 500 and Nasdaq 100 Testing Initial Support In last week's 2/25/25 Compass, we discussed our expectation for near-term downside as the S&P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments. We also said it likely means at least another 2-4 weeks of consolidation, and that if the S&P 500 remains below 6100 and 6150 resistances, do not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers (though we need 5...
Continue Riding This Bull Market Higher Since early November 2023 we have laid out our bullish expectations for a year-end rally that we anticipated would continue into the early part of 2024. Here we are in the early part of 2024, and we see every reason to continue riding this bull market higher. Small- and Mid-Caps Resuming Uptrends. Looking at the big picture on the small-cap Russell 2000 (IWM) and the Vanguard Extended Market ETF (VXF, the entire U.S. market excluding the S&P 500), (1) th...
U.S. Dollar (DXY) and Treasury Yields Breaking Out Since early-July, and reiterated in last week's U.S. Macro Vision (9/19/23), we have expected to see 4300-4325 act as major support on the S&P 500, while also noting in our 8/29/23 Compass that we expected consolidation between 4300-4325 support and 4600 resistance until the end of September, and possibly longer. Though there is still hope that this 4300-4325 support zone holds, odds of a deeper pullback to SPX 4165-4200/the 200-day MA have inc...
Awaiting Powell's Speech Today and CPI Thursday We currently see the market indexes as consolidating within broad horizontal trading ranges, and we expect these ranges to continue for months, and quite possibly for the entirety of 2023. We see the top-end of the range at 4100-4165 on the S&P 500, while the bottom-end is at the 2022 lows (3490). In our view, reducing risk near resistance and adding risk near support will be key to outperforming in 2023 (alongside Sector/stock selection). Shorter...
Bear Market Rally Remains in Play Despite a few tumultuous trading days, the S&P 500 remains above its 200-week MA (3590-3600) and the Russell 2000 (IWM) remains above $163 -- both important support levels moving forward. We continue to see potential for a bear market rally (~+10% from the lows) as long as these support levels hold; bear market rallies would be confirmed by bullish reversals of the 2-month downtrends, or breaks above 3810 on the S&P 500 and above $174 on the IWM, the latter of ...
BERKSHIRE HATHAWAY (US), a company active in the Reinsurance industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date January 14, 2022, the closing price wa...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
We think two big concerns--first, that Berkshire Hathaway's size will prevent it from growing at a decent clip in the future and, second, that the company's shares will get pummeled once Warren Buffett no longer runs the show--have kept some investors on the sidelines. While we do not expect Berkshire to be able to consistently increase its book value per share at a double-digit rate going forward--a feat the firm achieved six times during 2009-18--we think the company is still capable of increa...
There were few surprises in wide-moat Berkshire Hathaway's first-quarter 13-F filing. CEO Warren Buffett had already announced that Berkshire put new money to work in Amazon.com during the quarter, noting that it was one of his lieutenants who purchased the shares, which rings true given that the position size, which cost an estimated $800 million, fell below the $1 billion-plus position size we normally see with stocks Buffett is backing. We were also aware of Berkshire's trimming of its Wells ...
There were few surprises in wide-moat Berkshire Hathaway's first-quarter 13-F filing. CEO Warren Buffett had already announced that Berkshire put new money to work in Amazon.com during the quarter, noting that it was one of his lieutenants who purchased the shares, which rings true given that the position size, which cost an estimated $800 million, fell below the $1 billion-plus position size we normally see with stocks Buffett is backing. We were also aware of Berkshire's trimming of its Wells ...
There were few surprises in wide-moat Berkshire Hathaway's first-quarter 13-F filing. CEO Warren Buffett had already announced that Berkshire put new money to work in Amazon.com during the quarter, noting that it was one of his lieutenants who purchased the shares, which rings true given that the position size, which cost an estimated $800 million, fell below the $1 billion-plus position size we normally see with stocks Buffett is backing. We were also aware of Berkshire's trimming of its Wells ...
Wide-moat-rated Berkshire Hathaway released first-quarter results May 4 ahead of its annual meeting that were more or less in line with our expectations. First-quarter revenue, which now includes unrealized (as well as realized) gains/losses from the firm's investments and derivatives portfolios, increased 60.5% year over year to $81.0 billion. Excluding the impact of investment and derivative gains/losses, first-quarter revenue increased 3.8% to $60.7 billion, more or less in line with our near...
Wide-moat-rated Berkshire Hathaway releasing first-quarter results this morning ahead of the company's annual meeting that were more or less in line with our expectations. First-quarter revenue, which now includes unrealized (as well as realized) gains/losses from the firm's investments and derivatives portfolios, increased 60.5% year over year to $81.0 billion. Excluding the impact of investment and derivative gains/losses, first-quarter revenue increased 3.8% to $60.7 billion, more or less in ...
In a sign that the Bank of Berkshire remains open, no-moat Occidental Petroleum announced April 30 that it has procured $10 billion in funding from wide-moat Berkshire Hathaway in connection with the financing it has put together as part of its unsolicited bid for no-moat Anadarko Petroleum. While this is a classic Warren Buffett move, with Berkshire receiving 100,000 shares of 8% preferred stock and a warrant to purchase up to 80 million shares of Occidental (at an exercise price of $62.50 a sh...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.