
Articles
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1 week ago |
insidermonkey.com | Larry Ramer
Veteran investor Josh Brown added Newmont Corporation (NEM), which specializes in mining gold, to his list of “best stocks” earlier this week, he reported on CNBC recently. Brown is the co-founder and CEO of Ritholtz Wealth Management. Why Brown Is Bullish on NEMGold prices are up 24% so far in 2025, and “this price level is basically double Newmont’s all-in, sustaining (gold mining) costs,” Brown said.
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1 week ago |
insidermonkey.com | Larry Ramer
Citing trade restrictions, a slowdown in corporate spending growth, and the weakness of the stock market, Steve Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, reported on CNBC recently that he had sold 50% of his NVDA stock. He asserted that the NVDA shares which he unloaded were “a trading position.”Weiss indicated that he would look to sell the rest of his position in the chip giant relatively soon.
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1 week ago |
ca.finance.yahoo.com | Larry Ramer
Investment bank Jefferies increased its price target on GE Vernova (GEV) to $418 from $413. Jefferies believes that the company has multiple, positive catalysts, while its revenue and EBITDA margin for last quarter will likely come in above analysts' average estimates. Also importantly, Jefferies, which kept a Buy rating on the shares, contends that GEV will not be greatly affected by the Trump administration's tariffs.
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1 week ago |
ca.finance.yahoo.com | Larry Ramer
Canada-based investment bank BMO Capital cut its price target on GOOG recently to $200 from $230 but kept an Outperform rating on the shares. BMO sees multiple, positive catalysts for GOOG. Google The Negative Aspects of BMO's Report BMO cut its estimates for GOOG's search revenue and reduced its overall sales estimates for the company. That's because the investment bank believes that the outlook of the overall ad market is uncertain.
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1 week ago |
insidermonkey.com | Larry Ramer
Investors should buy Alphabet (GOOG) and Microsoft (MSFT), David Harden, the President of Summit Global Investments, told Yahoo Finance recently. On the other hand, Harden does not recommend buying NVDA stock yet. However, he is bullish on AI in general. Why Harden Is Upbeat on GOOG, MSFTAlphabet generated $25 billion of free cash flow last quarter, and it’s growing by double-digit percentage levels year-over-year while its profit margins are “great,” Harden said.
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