The Trump Rally is going ballistic on Wednesday, with U.S. large-cap stocks melting higher in what could only be characterized as a buying panic. The Dow Jones Industrial Average is less than 500 points from the 20,000 threshold and is up more than 8% from its pre-election low.
Source: Luke Price via Flickr (Modified)
But as you probably know, the advance hasn’t been widely participated in. Areas like financials, industrials and basic materials stocks have led the way along with impressive gains in the U.S. dollar. Yet many other areas — such as international stocks, bonds, technology stocks and yield-sensitive assets — have been hammered.
best shares to invest in: iShares MSCI EAFE (EFA)
Advisors’ Opinion:
- [By WWW.GURUFOCUS.COM]
For the details of David Swensen’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=David+Swensen
These are the top 5 holdings of David SwensenJBG SMITH Properties (JBGS) – 5,145,068 shares, 40.61% of the total portfolio. New PositionAntero Midstream GP LP (AMGP) – 5,769,780 shares, 27.25% of the total portfolio. Shares added by 3.89%Antero Resources Corp (AR) – 3,674,487 shares, 16.87% of the total portfolio. Shares reduced by 6.35%iShares MSCI EAFE (EFA) – 967,022 shares, 15.28% of the total portfolio. Shares reduced by 61.75%iShares China Large-Cap (FXI) – 0 shares, 0% of the
- [By WWW.MONEYSHOW.COM]
Meanwhile, international stocks look better than U.S. stocks. The iShares MSCI EAFE Index Fund (EFA) is an ETF that offers international exposure to developed countries in Western Europe, Japan and Australia.
- [By WWW.GURUFOCUS.COM]
For the details of SWISS RE LTD’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=SWISS+RE+LTD
These are the top 5 holdings of SWISS RE LTDiShares Core S&P 500 (IVV) – 1,274,000 shares, 41.43% of the total portfolio. Shares added by 114.84%SPDR S&P 500 (SPY) – 1,192,350 shares, 38.52% of the total portfolio. Shares added by 158.64%iShares MSCI EAFE (EFA) – 1,043,001 shares, 8.7% of the total portfolio. Shares added by 12.39%iShares Floating Rate Bond (FLOT) – 1,000,000 shares, 7.33% of the total portfolio. NewStar Financial Inc (NEWS) – 3,000,000 shares, 4.01%
- [By WWW.GURUFOCUS.COM]
For the details of SWISS RE LTD’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=SWISS+RE+LTD
These are the top 5 holdings of SWISS RE LTDiShares Core S&P 500 (IVV) – 1,641,300 shares, 34.54% of the total portfolio. Shares added by 6.79%SPDR S&P 500 (SPY) – 1,003,200 shares, 20.97% of the total portfolio. Shares reduced by 34.15%iShares MSCI EAFE (EFA) – 2,800,100 shares, 15.78% of the total portfolio. Shares added by 170.34%iShares 1-3 Year Credit Bond ETF (CSJ) – 1,659,000 shares, 15.1% of the total portfolio. New PositionVanguard Short-Term Corporate Bond ETF (VCSH) – 937,000 shares, 6.48% of the total po
best shares to invest in: Leading Brands Inc(LBIX)
Advisors’ Opinion:
- [By Lisa Levin]
Leading Brands, Inc (USA) (NASDAQ: LBIX) shares shot up 66 percent to $2.49 following Q1 results. Leading Brands reported Q1 earnings of $0.10 per share on revenue of $3.033 million.
- [By Lisa Levin]
Leading Brands, Inc (USA) (NASDAQ: LBIX) shares were also up, gaining 145 percent to $3.31 on no formal news from company. The stock rallied 215 percent over Tuesday and Wednesday of this week amid trader speculation stock could be sympathy play on move higher in Helios & Matheson. However, Leading Brands shares sold off 27 percent on Thursday.
- [By Lisa Levin]
Leading Brands, Inc (USA) (NASDAQ: LBIX) shares dropped 13 percent to $1.99 following Q2 results. Leading Brands posted Q2 EBITDAS of $0.00 per share, compared to $0.09 per share during the same period last year.
best shares to invest in: QC Holdings Inc.(QCCO)
Advisors’ Opinion:
- [By Monica Gerson]
QC Holdings (NASDAQ: QCCO) shares tumbled 2.58% to reach a new 52-week low of $2.27. QC Holdings’ trailing-twelve-month profit margin is 0.60%.
NewLead Holdings (NASDAQ: NEWL) shares dipped 6.56% to touch a new 52-week low of $0.08 after the company completed the acquisition of titles in the Viking Mine located in Kentucky, USA.
best shares to invest in: Evoke Pharma, Inc.(EVOK)
Advisors’ Opinion:
- [By Lisa Levin]
Losers
DBV Technologies SA – ADR (NASDAQ: DBVT) shares tumbled 50.6 percent to $23.73 after the company disclosed that its peanut allergy trial failed to meet primary endpoint.
Connecture Inc (NASDAQ: CNXR) shares declined 40.8 percent to $0.290. Connecture reported that it will voluntarily delist from the NASDAQ for OTCQX Market.
Walter Investment Management Corp (NYSE: WAC) slipped 19.2 percent to $0.410. On Friday, Walter Investment Management disclosed that it has reached an agreement with term lenders and senior noteholders on financial restructuring.
Eldorado Gold Corp (USA) (NYSE: EGO) shares dropped 15.9 percent to $1.83. Eldorado Gold lowered its production guidance for its Kisladag operation.
Seanergy Maritime Holdings Corp. (NASDAQ: SHIP) shares fell 15.4 percent to $1.04.
Future Fintech Group Inc (NASDAQ: FTFT) dropped 13.6 percent to $1.53. Future FinTech reported filing of proxy statement, including proposal for corporate restructuring.
Concordia International Corp (NASDAQ: CXRX) shares fell 12.3 percent to $0.500 after dipping 38.71 percent on Friday.
Aemetis Inc (NASDAQ: AMTX) shares declined 11.3 percent to $0.550
OncoSec Medical Inc (NASDAQ: ONCS) dipped 10.5 percent to $1.12. OncoSec reported a $7.1 million registered direct at-the-market offering at a price of $1.34375 per share.
Evoke Pharma Inc (NASDAQ: EVOK) shares fell 10.35 percent to $3.08 after the company disclosed 'positive' topline results from comparative exposure pharmacokinetic study for Gimoti.
Eiger Biopharmaceuticals Inc (NASDAQ: EIGR) shares dropped 9.4 percent to $11.60 as the company disclosed Phase 2 interim 24-week data with pegylated interferon lambda in Hepatitis Delta Virus infection at the American Association for the Study of Liver Diseases Meeting.
Viking Therapeutics Inc (NASDAQ: VKTX) shares slipped 6.6 percent to $2.80. Viking Therapeutics presented results from proof-of-concept study of VK0214 in in vivo - [By Cameron Saucier]
Evoke (Nasdaq: EVOK) is a pharmaceutical company that develops drug candidates intended to treat gastrointestinal diseases. EVOK rose 73% last month after it announced positive guidance from the FDA for Gimoti, a patented nasal delivery drug that is intended to treat gastroparesis in adult women. The positive results were from a second pre-NDA (New Drug Application) meeting Evoke had with the FDA. EVOK is currently trading at $2.67 per share and is down 9.83% as of Jan. 9 YOY.
best shares to invest in: iShares MSCI Europe Financials Sector Index Fund(EUFN)
Advisors’ Opinion:
- [By Wayne Duggan]
Investors looking to set up a pair trade to capitalize on the divergent paths of U.S. and European banks should consider going long the iShares Dow Jones US Financial (ETF) (NYSE: IYF) and short the Ishares MSCI Europe Fincls Sctr Indx Fd (NASDAQ: EUFN).
