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Archive for the “WhaleIndex” Category

Taiwan Semi See Strong Hedge Fund Interest Ahead of 5G Ramp-Up

Posted on January 21st, 2020 by daniel

Taiwan Semiconductor Manufacturing Co. Ltd.’s (TSM) stock has outperformed the S&P 500 by a wide margin over the past year  Taiwan Semi has risen by approximately 63% during this period, an impressive gain when compared to the S&P 500’s increase of around 27%. 

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Broadcom’s Cheap Stock Is Catching Investors’ Attention

Posted on December 2nd, 2019 by daniel

Broadcom Inc. (AVGO) has had an active 2019 with the shares surging by over 24%, keeping pace with the S&P 500, which has gained by over 25%. The stock is currently sitting near its all-time highs and could be heading higher as it continues to transform away from being a solely low margin semiconductor business into one with higher-margin software applications.

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Funds and Analysts Have Become More Bullish on Etsy

Posted on October 8th, 2019 by daniel

Etsy Inc. (ETSY) has risen by just over 19.3% in 2019, slightly ahead of the S&P 500’s gain of 17.8%. But the stock fell sharply in the second quarter, after reporting better than expected earnings on weaker than forecast revenue. It appears that the pullback in the equity was used as an opportunity by hedge funds to pick up the stock.

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The Coke Trade is En Vogue Among Hedge Fund Investors

Posted on September 3rd, 2019 by daniel

Coca Cola Co. (KO) seems like a strange stock to be hot among hedge fund investors. However, that is exactly what Coke was during the second quarter. The stock has risen by more than 16% in 2019 and is keeping pace with the S&P 500, which has increased by about 16.5%.

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Investors Are Attracted to Zillow’s Massive Revenue Growth

Posted on August 5th, 2019 by daniel

Zillow Group Inc. (Z) will report results on August 7. Analysts are forecasting Zillow to have seen significant revenue growth during its second quarter. Currently, revenue estimates are for $586 million, 80% greater than the same period a year ago. The significant increase in revenue isn’t expected to translate into earnings growth, with the company forecasted to lose $0.22 in the second quarter.

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