The 15 Top Stocks for 2017

Published: January 18, 2017

Featured sztopstocksblog 2d4f597878
SumZero, Inc.

The SumZero Top Stocks for 2017 report is here. This research document contains 15 highly-rated ideas from the SumZero Buyside research platform individually selected to appear in this report through a meritocratic process.

We are honored to na...

Wall Street is Missing a Chinese Consumer Boom

Published: January 12, 2016

Featured aerial view of dalian  china 41c4bec53e
Dalian Skyline - Paul Louis, Wikimedia

China is home to plenty of paradoxes, but some of them are Western misconceptions. For example, notion of "ghost cities" is largely the result of information inefficiencies and misunderstandings related to China’s development model.

Pershing Square trades at a steep discount to asset value

Published: January 03, 2016

Featured berkowitz 641a2c843b
Bill Ackman and Bruce Berkowitz discuss their mutual investment in Fannie Mae, which has quadrupled since the recent US presidential election

After two very costly and very public investment mistakes in Valeant and Herbalife, Bill Ackman’s Pershing Square Capital Management has seen its share price decline by nearly 50% since the summer of 2015. Karol Hochschorner of Twin Capital, a USD...

This Stock is Skyrocketing After the Election

Published: December 06, 2016

Featured aerojet 1301b02a51
NASA Goddard Space Flight Center, Flickr

Aerojet Rocketdyne Holdings (AJRD:US) is a little-known company heavily involved in the rocket industry. Eric DeLamarter, portfolio manager at Half Moon Capital, believes AJRD is a hidden gem offering large upside with relatively little risk. ...

Legg Mason Vet on the Future of Obamacare

Published: November 17, 2016

Featured surgery ce330545e6

I believe Medicaid expansion will survive while State Health Insurance Exchanges have some bad adverse selection problems right now. Those can be ameliorated with a national underwriting pool and clearer risk sharing support for the Exchanges. Pen...

The Whole Story on Whole Foods

Published: November 10, 2016

Featured whole foods markham canada 5e9f9ec661
ChadPerez49, Wikimedia

Whole Foods Market (WFM:US) has generated a loyal group of health-conscious customers over the years who are willing to spend a little or a lot extra for their groceries. According to Ed Devitt, the shareholders of WFM have been loyal as well, ...