Hot Warren Buffett Stocks To Own Right Now

Investment legend John “Jack” Bogle is worried about President Trump’s policies and the massive surge in the stock market.

“I don’t feel super confident in the stock market. By any historical standards, it’s pretty fully valued,” the 87-year-old founder of Vanguard told CNNMoney in a phone call.

Bogle isn’t calling it a bubble yet, but he think stocks are clearly expensive. His view is in stark contrast to another famous investor, Warren Buffett, who recently dubbed the market “cheap.”

Bogle says: “I don’t think it’s a bubble. I think it’s a significant high valuation, but not a bubble.”

He warns that returns in the next decade are likely to be very disappointing (think under 5% a year, instead of the 10% a year historical average).

Still, Bogle doesn’t advise pulling your money out. It’s too difficult to time the market. History has shown those who stay in, win. His own portfolio remains 50% in stocks (Vanguard funds, of course) and 50% in bonds.

Hot Warren Buffett Stocks To Own Right Now: (MALRF)

Advisors’ Opinion:


    The other producing lithium miners, and soon to be producers. I have discussed these previously in detail here, here and here. Needless to say, the top 3 producers are non-pure plays (SQM (NYSE:SQM), Albemarle (NYSE:ALB), and FMC Corp. (NYSE:FMC)). The top pure play currently producing miners are Orocobre (ASX:ORE) (OTCPK:OROCF), Tianqi Lithium (SHE:002466), Jiangxi Ganfeng Lithium, Galaxy Resources, Mineral Resources [ASX:MIN] (OTC:MALRF), and Neometals [ASX:NMT] (OTC:RRSSF). The near-term producers include Altura Mining [ASX:AJM] (OTCPK:ALTAF), Pilbara Minerals (ASX:PLS) (OTC:PILBF), Kidman Resources (ASX:KDR), Critical Elements, Nemaska Lithium (OTCQX:NMKEF) [TSX:NMX], Lithium Americas (OTCQX:LACDF) [TSX:LAC], Lithium X (OTCQX:LIXXF) (TSXV:LIX), Neo Lithium, and Bacanora Minerals (OTC:BCRMF) [TSXV:BCN], Advantage Lithium (OTCQB:AVLIF) [AAL], European Metals (OTCPK:MNTCF, ASX:EMH, AIM:EMH) and Pure Energy (OTCQB:PEMIF) [PE].

Hot Warren Buffett Stocks To Own Right Now: Rice Midstream Partners LP(RMP)

Advisors’ Opinion:

  • [By Paul Ausick]

    Rice Midstream Partners LP (NYSE: RMP) posted a new 52-week low of $16.87 on Monday, down about 31% compared with Friday’s closing price of $24.36. Volume totaled around 8.3 million shares, nearly 25 times the daily average of around 840,000. The company and its sponsor, Rice Energy, were acquired by EQT Corp.

Hot Warren Buffett Stocks To Own Right Now: Manitex International Inc.(MNTX)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Thursday, industrial shares fell by 0.08 percent. Meanwhile, top losers in the sector included Accenture Plc (NYSE: ACN), down 4 percent, and Manitex International Inc (NASDAQ: MNTX), down 4 percent.

Hot Warren Buffett Stocks To Own Right Now: Transdigm Group Incorporated(TDG)

Advisors’ Opinion:

  • [By Ben Levisohn]

    TransDigm (TDG) sunk to the bottom of the S&P 500 today after its earnings topped the Street consensus but its guidance disappointed.

    Shares of TransDigm fell 7.1% to $$252.96 today, while the S&P 500 finished little changed.

    TransDigm reported a profit of $3.29 a share, better than the $3.20 expect by analysts, on sales of$875.2 million, below forecasts for $884.26 million. Worse still, the airplane-part manufacturer said it would earn $11.84 to $12.12 a share in fiscal 2017, below forecasts for$12.80.

    TransDigm’s market cap fell to $13.5 billion today, from $14.5 billion on Friday.

  • [By Lee Jackson]

    Transdigm Group Inc. (NYSE: TDG) had a director at the company step in and buy stock in a big way last week. That director purchased a total of 91,000 shares of the stock at prices ranging from $247.16 to $247.89. The total for the trade came in near $22.7 million.The company designs, produces and supplies aircraft components in the United States. Its stock closed trading last Friday at $251.488.

  • [By Ben Levisohn]

    TransDigm Group (TDG) soared to the top of the S&P 500 today after beating earnings and sales forecasts.

    Agence France-Presse/Getty Images

    TransDigm gained 6.5% to $245.88 today, while the S&P 500 finished little changed at2,293.08.

    TransDigm reported a profit of $2.57, beating forecasts for$2.47, on sales of $814 million, topping the Street consensus for $804.5 million.

    TransDigm’s market capitalization rose to $13.1 billion today from $12.3 billion yesterday.

  • [By Mitchell Clark]

     This firm is not a household name. This Cleveland-based company, in the aerospace parts business, has approximately $12.0 billion in market capitalization on the stock market.

    TransDigm Group Incorporated (NYSE:TDG) doesn’t pay a regular dividend, but often pays out one-time, special dividends. In the past, they’ve been pretty hefty.

    Selling pumps, motors, power systems, and basically anything you can image that’s part of an aircraft, TDG’s been growing its financial results at a good clip.

  • [By Lee Jackson]

    Warren Buffett and Berkshire Hathaway were big buyers this week, as they added shares of aircraft components maker Transdigm Group Inc. (NYSE: TDG), forwhich they also serve as a director. Berkshire Hathaway bought 104,967 shares of the stock at prices that ranged from $231.18 to $234.40 per share. The total for the trade came in at a massive $25 million. The shares closed trading last Friday at $240.05, so the timing looks good. The 52-week trading range for the stock is $214.65 to $294.38. The Wall Street consensus price target is pegged at $295.24.

  • [By Ben Levisohn]

    TransDigm Group (TDG) tumbled to the bottom of the S&P 500 today after Citron Research doubled down on its assertion that the company is a manufacturing version of Valeant Pharmaceuticals International (VRX).

    Agence France-Presse/Getty Images

    TransDigm Groupdropped 4.2% to $231.37, while the S&P 500 rose 0.3% to 2,372.60.

    From Citron’s report on TransDigm:

    Citron predicts that after this report makes its rounds, TransDigms (NYSE:TDG) days of exploiting and deceiving the Federal Government are numbered.

    Valeant Pharmaceuticals has recently hit prices lower than some ever thought was imaginable. As Citron observes today, at $12 per share, that stock is down over 95% from its highs just months prior to Citrons reporting on Philidor. The questions then turn to: How did so many smart people get it so wrong? and When could this possibly happen again?”

    While we are sure there will be many books written on these questions, we can narrow it down to a small checklist. The smart money got Valeant wrong by:

    Disregarding a roiling political climate disrupting “business as
    usual” Underestimating the financial frailty of a roll up Discounting the dangers of a small customer base (PBMs) Putting too much trust in the companys CEO…

    All points in the above checklist apply directly to TransDigm.

    TransDigm Group’s market capitalization fell to $12.2 billion today from $12.8 billion yesterday. It reported net income of $583 million on sales of $3.2 billion in 2016.

Hot Warren Buffett Stocks To Own Right Now: Sigma Designs, Inc.(SIGM)

Advisors’ Opinion:

  • [By Lisa Levin]

    Sigma Designs Inc (NASDAQ: SIGM) shares dropped 30 percent to $5.43. Sigma Designs reported fiscal third-quarter net income of $221,000 on revenue of $62.7 million.

  • [By Paul Ausick]

    Sigma Designs Inc. (NASDAQ: SIGM) dropped about 34% on Wednesday to post a new 52-week low of $5.20 against a 52-week high of $8.60 and a Tuesday close of $7.75. Volume of about 6.2 million was about 25 times the daily average of around 280,000. The company reported so-so earnings on Tuesday and the stock was downgraded and price targets lowered by several analysts.

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