My investment thesis on American Airlines Group (NASDAQ:AAL) for a while now has suggested the market was overlooking the new profit focus on the airline. The theory was further backed by the recent large-scale investments by Berkshire Hathaway (NYSE:BRK.B) and backed by Warren Buffett.
The stock though has struggled to gain much traction since the peak back in 2015. Is the market so overlooking American Airlines that an analyst forecast for a greater than 100% gain is actually plausible?
Top 10 Warren Buffett Stocks To Buy For 2018: HSBC Holdings plc(HSBC)
Advisors’ Opinion:
- [By Money Morning News Team]
And the Aramco IPO is making progress. On Feb. 7, the Saudi Arabian oil company hired Moelis & Co. (NYSE:MC) as its IPO advisor. Then on Feb. 21, the company hired the lead underwriters for the IPO. Wall Street stalwarts JPMorgan Chase & Co. (NYSE: JPM), Morgan Stanley (NYSE: MS), and HSBC Holdings Plc. (NYSE ADR: HSBC) won the lucrative underwriting contracts.
- [By WWW.THESTREET.COM]
Up first on our list of financial sector breakout trades is $156 billion global bank HSBC Holdings plc (HSBC) . Don’t get fooled by the headline numbers in HSBC this year – shares may be hovering around breakeven year-to-date, but they’re up more than 35% from their April lows. And after tracking sideways for the last couple of months, HSBC is back in breakout mode this week.
- [By Elizabeth Balboa]
Here are the top 10 financial bodies investing in lobbying in 2017:
American Bankers Association: $5.6 million
Securities Industry & Financial Market Association: $3.5 million
Financial Services Roundtable: $3.0 million
Independent Community Bankers of America: $2.7 million
Association of International CPAs: $2.6 million
Citigroup Inc (NYSE: C): $2.5 million
Investment Company Institute: $2.4 million
S&P Global Inc (NYSE: SPGI): $2.4 million
Credit Union National Association: $2.4 million
HSBC Holdings plc (ADR) (NYSE: HSBC): $2.4 million
Dozens of others spent more than $1 million, including Ally Financial Inc (NYSE: ALLY), Visa Inc (NYSE: V) and Navient Corp (NASDAQ: NAVI).
Top 10 Warren Buffett Stocks To Buy For 2018: S&P GSCI(GD)
Advisors’ Opinion:
- [By Craig Jones]
On CNBC's Fast Money Halftime Report, Jon Najarian spoke about unusually high bullish options activity in General Dynamics Corporation (NYSE: GD). He said that traders were buying the May 190 calls for $3.30. The trade breaks even at $193.30 or around 3 percent higher. Najarian bought calls in General Dynamics and he is planning to hold them for two weeks.
- [By Alex McGuire]
Since the early 1960s, aerospace and defense companies have been building vehicles for space agencies like NASA. For example, General Dynamics Corp. (NYSE: GD) was contracted to help build the propulsion rocket systems for the famous Apollo missions.
- [By Rich Smith]
The U.S. Army wants General Dynamics (NYSE:GD) to build it a super-tank — an improvement over the ubiquitous M1 Abrams main battle tank that is currently the mainstay of the U.S. Army and the U.S. Marine Corps.
Top 10 Warren Buffett Stocks To Buy For 2018: TC PipeLines, LP(TCP)
Advisors’ Opinion:
- [By WWW.KIPLINGER.COM]
TRP has decided to buy out CPPL as well and merge its assets back into its now-larger self. The real win will come when TRP drops down these newly acquired assets into its own MLP TC PipeLines, LP (TCP). TransCanada hasnt been able to fully use TCP as the bulk of its assets are Canadian and ineligible for inclusion.
Top 10 Warren Buffett Stocks To Buy For 2018: Deer Valley Corporation (DVLY)
Advisors’ Opinion:
- [By SEEKINGALPHA.COM]
Deer Valley (OTCPK:DVLY)
This company manufactures factory-made homes which are marketed to 14 states in the US. After the financial crisis it has been able to pick up its operations and continue to create sustainable free cash flow and increasing profits. It might be that another similar shock to housing is not necessarily around the corner and therefore they could sustain this in the foreseeable future.
Top 10 Warren Buffett Stocks To Buy For 2018: CobalTech Mining Inc. (BNCIF)
Advisors’ Opinion:
- [By SEEKINGALPHA.COM]
The other junior cobalt miners include Brixton Metals Corporation (OTC:BXTMD) [TSXV:BBB], Canadian International Minerals [TSXV:CIN], Clean TeQ (OTCPK:CTEQF) [ASX:CLQ], Cobalt Power Group (TSXV:CPO), CobalTech Mining [TSXV:CSK] (OTCPK:BNCIF), Conico Ltd (ASX:CNJ), Corazon Mining Ltd [ASX:CZN], Dragon Energy (ASX:DLE), Highlands Pacific (OTC:HLPCF), Hinterland Metals Inc (TSXV:HMI) (OTC:HNLMF), and LiCo Energy Metals (TSXV:LIC) (OTCQB:WCTXF).
Top 10 Warren Buffett Stocks To Buy For 2018: Rent-A-Center Inc.(RCII)
Advisors’ Opinion:
- [By Peter Graham]
A long term performance chart shows shares of Aaron’s, Inc performing better with Best Buy Co Inc (NYSE: BBY) being the big winner whilesmall caps hhgregg, Inc (NYSE: HGG) and Rent-A-Center Inc (NASDAQ: RCII) haveunderperformed, butare showing signs of improvement:
- [By Peter Graham]
A long term performance chart shows shares of Aaron’s, Inc basically breaking even with Best Buy Co Inc (NYSE: BBY) all over the place (albeit it took off again last year) while small capshhgregg, Inc (NYSE: HGG) and Rent-A-Center Inc (NASDAQ: RCII)have both underperformed for over three years now:
- [By Lisa Levin]
Rent-A-Center Inc (NASDAQ: RCII) was down, falling around 26 percent to $9.88. Rent-A-Center reported upbeat quarterly earnings, but the company’s sales missed analysts’ estimates.
- [By Peter Graham]
A long term performance chart shows shares of Aaron’s, Inc basicallyabove break even with Best Buy Co Inc (NYSE: BBY)taking off againwhile small capshhgregg, Inc (NYSE: HGG) and Rent-A-Center Inc (NASDAQ: RCII)have both been sliding in recent years:
Top 10 Warren Buffett Stocks To Buy For 2018: Applied Optoelectronics, Inc.(AAOI)
Advisors’ Opinion:
- [By Dan Caplinger]
But there are still plenty of factors that are preventing stocks overall from mounting stronger gains, including nervousness about geopolitical issues as well as weaker parts of the global economy. Nevertheless, some stocks posted strong gains, and Puma Biotechnology (NASDAQ:PBYI), Applied Optoelectronics (NASDAQ:AAOI), and Ferroglobe (NASDAQ:GSM) were among the best performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so well.
- [By Lisa Levin]
Applied Optoelectronics Inc (NASDAQ: AAOI) was down, falling around 19 percent to $47.59 after the company offered a warning related to its upcoming third-quarter results Thursday afternoon. Applied Optoelectronics reduced its third-quarter sales guidance from a prior $107 million-$115 million to a new range of $88 million-$89 million. Earnings per share are expected to come in between $1.04 and $1.09, well below the previous guidance figures in the range of $1.30-$1.43. The company announced Thursday afternoon its largest customer, Amazon.com, Inc., is no longer placing orders to buy its components.
- [By Lisa Levin]
Applied Optoelectronics Inc (NASDAQ: AAOI) shares were also up, gaining 27 percent to $47.60 after reporting upbeat quarterly results.
Equities Trading DOWN
- [By Lisa Levin]
Applied Optoelectronics Inc (NASDAQ: AAOI) shares shot up 33 percent to $30.19 after the company raised its guidance for the fourth quarter. The company now projects adjusted earnings of $0.77 to $0.82 per share, on revenue of $84.5 million to $84.8 million.
- [By Dan Caplinger]
The stock market mounted a last-minute rally to keep its string of winning days alive, as all three major market benchmarks recovered from losses during most of the day to close higher. The performance again showed the complete confidence that investors seem to have in the market’s longer-term future, despite the fact that some believe that stocks have generally risen too quickly and have been hoping for a pullback. Enough investors seem to be waiting for an opportunity to buy that losses have generally been muted and short-lived. Moreover, some good news sent many individual stocks higher, and Nordstrom (NYSE:JWN), RH (NYSE:RH), and Applied Optoelectronics (NASDAQ:AAOI) were among the top performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so well.
- [By Lisa Levin]
Benzinga's newsdesk monitors options activity to notice unusual patterns. These large volume (and often out of the money) trades were initially published intraday in Benzinga Professional . These trades were placed during Thursday’s regular session.
Top 10 Warren Buffett Stocks To Buy For 2018: SemiLEDS Corporation(LEDS)
Advisors’ Opinion:
- [By Ross Cameron – Warrior Trading]
I look at stocks like Sunshine Heart Inc (NASDAQ: CHFS), which has a beta of 2.38 (remember, a beta greater than 1 means more volatility), or SemiLEDs Corporation (NASDAQ: LEDS), with a beta of 2.26. Both of these have been recent winners for me. If this means I’m trading penny stocks, then that’s fine. My key is to stick with my system, which is why I’ve been successful — and had the best day of my career).
- [By Lisa Levin]
SemiLEDs Corporation (NASDAQ: LEDS) was down, falling around 17 percent to $6.75 following Q2 earnings report. SemiLEDS reported a Q3 loss of $1.06 per share on revenue of $2.4 million.
- [By Monica Gerson]
SemiLEDs Corporation (NASDAQ: LEDS) is estimated to post its quarterly earnings.
Staffing 360 Solutions Inc (NASDAQ: STAF) is expected to post a quarterly loss at $0.28 per share.
Top 10 Warren Buffett Stocks To Buy For 2018: Keweenaw Land Association, Limited (KEWL)
Advisors’ Opinion:
- [By SEEKINGALPHA.COM]
Keweenaw Land Association (OTCPK:KEWL)
I am personally a big fan of forests as an investment and KEWL could be the way to actually get an exposure to that. The company owns a significant amount of timberland around Michigan Great Lakes Area and some of it is also in active production. The thesis could be here that the market underappreciates the land owned by the company. KEWL recently released an investor presentation, which showcased a NAV discount of 11%. It also mentioned that the company wants to expand and will likely take on debt, which might pose some risks, but it also provides a catalyst.
Top 10 Warren Buffett Stocks To Buy For 2018: STARWOOD PROPERTY TRUST, INC.(STWD)
Advisors’ Opinion:
- [By WWW.MONEYSHOW.COM]
Starwood Property Trust (STWD) is a finance REIT, which means it makes or owns real estate mortgages rather than owning commercial property. The bulk of Starwood Property’s business is to make and hold commercial property mortgages.
