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NoneAngry Yankees fans burn Juan Soto's jersey after record-breaking Mets contractAdvisors Asset Management Inc. Buys 116 Shares of UFP Technologies, Inc. (NASDAQ:UFPT)
The Los Angeles Rams have slowly been getting healthy over the last few weeks, but even with the likes of Cooper Kupp and Puka Nacua returning there is one thing that this team has yet to have; all 11 intended starters available to play a game all together. The last member of this group is trending toward health The Athletic’s Jourdan Rodrigue first reported that Rob Havenstein was back at practice for the first time since Week 9. Havenstein suffered an ankle injury toward the end of the team’s win against the Seattle Seahawks and missed the subsequent two weeks. Rams Could Get First Look At Starting 11 Vs. Eagles The Rams had originally had a starting offense made up of Matthew Stafford , Kyren Williams, Cooper Kupp, Puka Nacua , Colby Parkinson, Alaric Jackson, Steve Avila, Jonah Jackson, Kevin Dotson, and Havenstein. The Rams nearly got to this point against Miami. But that was a game after Havenstein was initially hurt. The Rams have the most expensive offense in all of football and were certainly meant to be the engine that drove the team, but with moderate-term injuries to Avila, Jackson, Kupp, and Nacua the full picture has yet to ever materialize. While the intended starters will all be available, the big question is around the Rams’ biggest (most expensive) offseason addition, Jonah Jackson. Jackson moved into the role of center versus Miami and struggled to find his footing, allowing three pressures and a terrible high snap that prevented a possible goal-line touchdown. Whether or not Jackson is able to go on Sunday Night, he will be available. Rookie sixth-rounder Beaux Limmer got the start at center last week and played exceptionally well. Head coach Sean McVay expressed confidence in Jackson once he was able to play more at the position, one he had not played in the pros or college. I still have a ton of confidence in the type of player that he is, the type of man he is, the way that he’s wired, but it’s just getting opportunities to play football. It’s hard to get better at football without playing it,” McVay told reporters. This article first appeared on LAFB Network and was syndicated with permission.Kate Middleton reflects on 'difficult times' in personal letter after cancer battle
Highland Capital Management LLC boosted its stake in shares of Amazon.com, Inc. ( NASDAQ:AMZN ) by 0.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 169,502 shares of the e-commerce giant’s stock after purchasing an additional 201 shares during the quarter. Amazon.com accounts for approximately 1.8% of Highland Capital Management LLC’s holdings, making the stock its 9th biggest position. Highland Capital Management LLC’s holdings in Amazon.com were worth $31,583,000 as of its most recent SEC filing. Other large investors have also recently bought and sold shares of the company. PayPay Securities Corp raised its stake in Amazon.com by 64.6% during the 2nd quarter. PayPay Securities Corp now owns 163 shares of the e-commerce giant’s stock valued at $32,000 after purchasing an additional 64 shares during the last quarter. Hoese & Co LLP bought a new stake in Amazon.com in the 3rd quarter valued at $37,000. Bull Oak Capital LLC bought a new stake in Amazon.com in the 3rd quarter valued at $45,000. Christopher J. Hasenberg Inc increased its holdings in Amazon.com by 650.0% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 300 shares of the e-commerce giant’s stock valued at $58,000 after buying an additional 260 shares during the period. Finally, Values First Advisors Inc. bought a new stake in Amazon.com in the 3rd quarter valued at $56,000. 72.20% of the stock is currently owned by institutional investors and hedge funds. Insider Transactions at Amazon.com In related news, insider Jeffrey P. Bezos sold 2,996,362 shares of the business’s stock in a transaction dated Friday, November 8th. The stock was sold at an average price of $208.85, for a total value of $625,790,203.70. Following the completion of the transaction, the insider now owns 917,416,976 shares of the company’s stock, valued at $191,602,535,437.60. The trade was a 0.33 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link . Also, CEO Matthew S. Garman sold 15,260 shares of the business’s stock in a transaction dated Thursday, November 21st. The shares were sold at an average price of $200.19, for a total value of $3,054,899.40. Following the completion of the transaction, the chief executive officer now directly owns 349,261 shares of the company’s stock, valued at approximately $69,918,559.59. This trade represents a 4.19 % decrease in their position. The disclosure for this sale can be found here . Over the last 90 days, insiders sold 6,026,683 shares of company stock valued at $1,252,148,795. 10.80% of the stock is currently owned by corporate insiders. Amazon.com Trading Up 1.0 % Amazon.com ( NASDAQ:AMZN – Get Free Report ) last posted its earnings results on Thursday, October 31st. The e-commerce giant reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.14 by $0.29. Amazon.com had a return on equity of 22.41% and a net margin of 8.04%. The company had revenue of $158.88 billion during the quarter, compared to the consensus estimate of $157.28 billion. During the same quarter last year, the firm earned $0.85 earnings per share. The company’s revenue was up 11.0% on a year-over-year basis. Research analysts forecast that Amazon.com, Inc. will post 5.29 EPS for the current year. Analyst Upgrades and Downgrades Several equities research analysts have issued reports on AMZN shares. Robert W. Baird boosted their price target on shares of Amazon.com from $213.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, November 1st. The Goldman Sachs Group upped their target price on shares of Amazon.com from $230.00 to $240.00 and gave the stock a “buy” rating in a report on Friday, November 1st. Monness Crespi & Hardt upped their target price on shares of Amazon.com from $225.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, November 1st. Wedbush upped their target price on shares of Amazon.com from $225.00 to $250.00 and gave the stock an “outperform” rating in a report on Friday, November 1st. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of Amazon.com from $225.00 to $232.00 and gave the stock a “buy” rating in a report on Friday, November 1st. Two investment analysts have rated the stock with a hold rating, forty-one have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and a consensus target price of $236.20. View Our Latest Stock Analysis on Amazon.com Amazon.com Profile ( Free Report ) Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content. Read More Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. ( NASDAQ:AMZN – Free Report ). Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter .EAST LANSING – For the second straight week, a Michigan State starter was carted off the field during the first half following a scary injury. True freshman safety Jaylen Thompson was injured with 3:38 remaining in the second quarter of Saturday’s game against Rutgers. He attempted to make a diving tackle against running back Kyle Monangai and remained down on the sideline. Medical staff surrounded Thompson, who was loaded onto a backboard with his head and neck stabilized and driven off the field after being down for a few minutes in the snow. Starting tight end Jack Velling was on the receiving end of a violent hit to the midsection in the first quarter of last week’s win against Purdue and was carted off and taken to the hospital. Coach Jonathan Smith said Velling passed all tests and the junior is playing against Rutgers. The injury to Thompson is the latest blow to Michigan State’s injury-riddled secondary that played three true freshmen last week. He had three tackles before exiting the game with Rutgers leading 17-7 late in the first half. The Spartans (5-6, 3-5 Big Ten) need to win the regular-season finale to become bowl eligible.
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It is that time of the year, where we not only need to be grateful for all the good that happened, but also hold a mirror to ourselves to see where we can be better. It is no different for us at bl.portfolio . Here, we take this annual ritual very seriously as we are in the business of giving ideas for your hard-earned money. In the world of investing, no one can predict the markets with certainty but what we can do is prefer prudence over popularity and rationalism over exuberance. That has always been our credo and in the same spirit, we curated our product every week this year. Here is an honest report card of all we did 2024: Caution has been the watchword in our approach to and writings on the equity markets in 2024. On the back of the nearly 20 per cent rally in the markets in 2023, our equity outlook for 2024, published on January 7 , set the tone saying that while there was no case for pessimism, there was ample case for caution this year. Our stance emanated from the market valuation at the beginning of the year (23.8 times trailing) being above long-term averages as well as heightened optimism on earnings growth. In this firm belief, even as the markets raced to their all-time highs well into the year until end-September, we gave more hold/sell/book profit calls on stocks (44) as against buy/accumulate (31). Looking back, we stand vindicated, with the markets now 10 per cent below the September peak and India Inc faced with a consumption slowdown, a slow pick-up in private capex as well as a cooling off in earnings growth. In our assessment period for our stock calls (July 2023 to June 2024), we gave 117 calls across the primary (42) and secondary markets (75). About one-third of the sell /book profits/avoid calls have worked for us, prominent among them being the calls on telecom and IT players such as Vodafone Idea, Indus Towers, Tata Communications and Birlasoft. With Nifty IT up 23 per cent this year on the back of last year’s 22 per cent, book profit calls on stocks such as HCL Tech haven’t worked well. But we continue to remain watchful on IT stocks, as we believe the rally has been driven by valuation multiple expansion rather than earnings growth. Our book profits call on PSUs such as Power Grid and NHPC worked well too, but calls to take money out on IRFC, RVNL and Mazagon Dock, though backed by sound fundamental arguments, were given a bit early, in hindsight. These stocks have eventually seen corrections since the September market peak. Reiterating our cautious views on overvalued PSUs especially in the defence space, we highlighted the significant risks in holding on to these stocks, despite their growth potential. In our edition dated July 7 , we had noted why the stocks trading at obscene valuations would be unable to ‘ avert a painful retreat when market cycle attacks with a vengeance .’ It was near-perfect timing given the significant fall in defence stocks since then. Our article on the underlying factors driving the PSU rally published on May 11, 2024, is one of the top-read articles this year from the bl.portfolio section on our website. That said, half of our well-researched ‘buys’ this year (six in 11 calls) have outperformed the bellwether and the broader markets. These include value-picks NCC, KNR Constructions and UTI AMC, international pick Alphabet as well as Godrej Agrovet and Motilal Oswal Financial Services. In-house expertise on international investing is our USP, but we do admit we have been very choosy this year due to our conservative stance. Apart from the call on Alphabet mentioned above, we recommended a partial book profit on Meta Platforms in February 2024. Investors would have made 5x returns from our earlier buy recommendation in our November 2022 edition in a 14-month timeframe on this stock. This year, we also consciously covered special situations such as buyback, open offers, buyouts etc. to give more actionable ideas to investors on their existing shareholdings. The call to tender the shares at ₹10,000 in the Bajaj Auto buyback citing the massive rally and the valuation expansion has worked well, with the shares now trading 11 per cent below. Ditto with the ‘subscribe’ recommendation to the Grasim Rights issue, which has paid off. On the other hand, we found that we did not see much success with ‘accumulate’ and ‘hold’ calls. Only six of our 20 ‘accumulate’ calls (Nippon AMC, Caplin Point Labs being examples) provided opportunities to accumulate on dips. We also found that the 15 ‘hold’ calls (expected to perform inline with the markets) didn’t work for us. But it is better to err on the side of caution. On the fixed income side, at the beginning of the year , we were very clear that while rate cuts may or may not happen in India in 2024 , interest rates have peaked and that investors should make the best of the rates available. We found both the short-end and the long-end of the yield curve attractive and recommended bonds/mutual funds at these ends. Fast forward to end-2024 and 10-year G-Sec yields have dropped to 6.79 per cent from 7.21 per cent a year ago and a similar pattern can be seen across maturities. Investors have thus benefitted from a rally in bond prices this year. Keeping in tune with our cautious stance on equities as well as the expectation of a peaking out of interest rates, we carefully showcased options in categories such as balanced advantage, equity savings, multi-asset, ultra short-term as well as gilt/long-duration funds in our weekly ‘Fund Call’ space in the mutual fund section. For the risk-averse investors, we also recommended safer FD options across tenures from banks and NBFCs whenever attractive options came up. If you bet on gold as a diversifier this year, you would not be disappointed. Post gold’s decent 13 per cent upside in 2023 to end at $2,063 an ounce, we had predicted it to touch $2,200 this year (technical analysis) in our annual outlook published on January 14. We further followed it up with a more bullish case for gold in our article ‘ Goldilocks moment for gold ’, published on March 17 , as it neared $2,200 in early March. At that point, expectations of US Fed rate cut amidst some uncertainty on whether inflation battle was actually won or not, geopolitical turmoil in West Asia, Russia-Ukraine war and high government debt and fiscal deficit levels in developed countries, made the case for gold too good to ignore. Gold went on to hit a high of $2,790 in October this year. Although it has cooled off marginally from those levels, investors who had taken a cue from our writing would have been solidly rewarded. Rupee depreciation, too, has added to gains for investors in gold in India, offsetting some of the impact of customs duty cut in the July Budget. While we have been receiving your feedback regularly through mail or social media, 2024 has been a landmark year for brand bl.portfolio in terms of making an on-ground connection with readers/investors. Towards this, the first of the ‘ bl.portfolio Investor Conclave ’ was held in Coimbatore in June with a presentation followed by a panel discussion with various experts on the topic of retirement planning. This event was extremely well-received and enabled us to understand the mindset of our audience. There is a plan to do more such events especially in tier-2 cities in the coming year. With bl.portfolio being entirely behind paywall on our website, online subscribers are a lifeline. To reach out to them, we initiated subscriber-exclusive webinars this year. We have so far done one on US investing and another on the market outlook for 2025 is being planned soon. Our in-house technical analysis has a great following and to add value to these readers, we commenced our YouTube Shorts video series for the ‘Today’s Pick’ column (BL Today’s Pick: Stocks to Buy or Sell) this year. Our Nifty Prediction Weekly Video series, which has a big fan base, crossed a milestone of 100 episodes in March this year with 139 having been completed so far. This year, we also experimented with guest stories written by readers based on their personal investing experience. SEBI’s report on F&O trading put out in late September gave us this opportunity. Reader response to our call was overwhelming and at the same time, heart wrenching as well. We carried a few stories with their permission to help the larger investor community take away important lessons. As the New Year dawns, bl.portfolio will see new leadership at the helm. I step down after what has perhaps been the best four-and-a-half years both for the product as well as for me, professionally. The structural changes and demands that the pandemic brought about has seen team bl.portfolio grow from strength to strength in this period and am glad that I have been able to do my bit. The show will go on and if you are looking for best parking places for your money, fresh and unbiased perspectives await you in 2025 too, at bl.portfolio . Keep reading us in print or online, tuning into our podcasts and watching our videos. Do share your valuable feedback too. Happy New Year! Comments4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) Stock Position Raised by Algert Global LLC