Over $250 Billion in Bonds Are at Risk
Aaron Levitt
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
Mutual Funds to Watch
Investors seeking exposure to Apple may also consider a mutual fund investment. The funds below currently own the largest stakes in Apple.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.69% |
VFINX | Vanguard 500 Index | 1.08% |
VIGRX | Vanguard Growth Index | 0.51% |
According to the analyst: “As the least expensive QSR on a PEG basis and with potential upside to F1Q comp trends, we view this as an attractive entry point for the long-term story – the sole concept offering “real food” with QSR-style ubiquity and convenience.”
Mutual Funds to Watch
Investors seeking exposure to SBUX may also consider a mutual fund investment. Below are three funds that currently have the largest stakes in SBUX.
Symbol | Mutual Fund | Stake |
---|---|---|
FCNTX | Fidelity Contrafund | 2.27% |
VTSMX | Vanguard Total Stock Market Index | 1.58% |
PRGFX | T. Rowe Price Growth Stock | 1.08% |
The analyst commented: “We show that the probability of an earnings surprise (either a beat or a miss) is normally distributed across all of the companies in the S&P 500. In contrast to the S&P 500, MA’s returns are not normally distributed; rather they are positively skewed, meaning that the distribution is distorted to the right owing to the number of positive surprises significantly outnumbering negative ones. V’s returns are also not normally distributed; instead, the distribution of V’s surprise history is more tightly clustered and peaked around the mean. Distributions that are more peaked than normal reflect a lower likelihood of extreme outcomes relative to a normal distribution. We have revisited our outlook in the light of recent developments and are raising our target prices to reflect enhanced confidence in the repeatability and sustainability of mid-to-high teens EPS growth for both payment networks. We continue to like the risk vs reward trade-off inherent in owning V and MA shares at current levels.”
Mutual Funds to Watch: Visa
The funds below currently own the largest stakes in Visa. These funds can be considered an investment alternative to purchasing the individual stock.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.33% |
FCNTX | Fidelity Contrafund | 1.03% |
VFINX | Vanguard 500 Index | 0.84% |
The funds below currently have the largest stakes in Mastercard.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.44% |
FCNTX | Fidelity Contrafund | 1.38% |
PRGFX | T. Rowe Price Growth Stock | 1.04% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
Aaron Levitt
|
One of the biggest and most important positions of the bill deals with...
News
Markets have continued to rally these past two weeks, after the Federal Reserve...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Mutual Funds to Watch
Investors seeking exposure to Apple may also consider a mutual fund investment. The funds below currently own the largest stakes in Apple.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.69% |
VFINX | Vanguard 500 Index | 1.08% |
VIGRX | Vanguard Growth Index | 0.51% |
According to the analyst: “As the least expensive QSR on a PEG basis and with potential upside to F1Q comp trends, we view this as an attractive entry point for the long-term story – the sole concept offering “real food” with QSR-style ubiquity and convenience.”
Mutual Funds to Watch
Investors seeking exposure to SBUX may also consider a mutual fund investment. Below are three funds that currently have the largest stakes in SBUX.
Symbol | Mutual Fund | Stake |
---|---|---|
FCNTX | Fidelity Contrafund | 2.27% |
VTSMX | Vanguard Total Stock Market Index | 1.58% |
PRGFX | T. Rowe Price Growth Stock | 1.08% |
The analyst commented: “We show that the probability of an earnings surprise (either a beat or a miss) is normally distributed across all of the companies in the S&P 500. In contrast to the S&P 500, MA’s returns are not normally distributed; rather they are positively skewed, meaning that the distribution is distorted to the right owing to the number of positive surprises significantly outnumbering negative ones. V’s returns are also not normally distributed; instead, the distribution of V’s surprise history is more tightly clustered and peaked around the mean. Distributions that are more peaked than normal reflect a lower likelihood of extreme outcomes relative to a normal distribution. We have revisited our outlook in the light of recent developments and are raising our target prices to reflect enhanced confidence in the repeatability and sustainability of mid-to-high teens EPS growth for both payment networks. We continue to like the risk vs reward trade-off inherent in owning V and MA shares at current levels.”
Mutual Funds to Watch: Visa
The funds below currently own the largest stakes in Visa. These funds can be considered an investment alternative to purchasing the individual stock.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.33% |
FCNTX | Fidelity Contrafund | 1.03% |
VFINX | Vanguard 500 Index | 0.84% |
The funds below currently have the largest stakes in Mastercard.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.44% |
FCNTX | Fidelity Contrafund | 1.38% |
PRGFX | T. Rowe Price Growth Stock | 1.04% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
Aaron Levitt
|
One of the biggest and most important positions of the bill deals with...
News
Markets have continued to rally these past two weeks, after the Federal Reserve...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...