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Welcome to Episode #82 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life.
In this episode, Tracey is joined by Kevin Cook, Editor of the Healthcare Innovators and TAZR portfolios, to talk about what the big fund managers bought in the first quarter of 2017.
You may recall, that fund managers are required to submit Form 13-F, which depicts their stock trades, within 45 days of the end of the quarter. That deadline just recently passed so we’re now getting a look at what some of the top managers are buying.
They’re Buying Snapchat? What???
Tracey and Kevin were surprised to find out that numerous big managers, including even George Soros, bought Snapchat (SNAP - Free Report) after its recent IPO.
These buys came before the recent earnings report, which was a disappointment to many investors.
Some of the same buyers of Snapchat, also own Facebook , which obviously owns Snap competitor Instagram.
Why would they need to own both?
Should you be buying Snapchat or Facebook if you want to get into social media and digital marketing?
The Semis Still Reign
The semiconductor group was red hot in 2016 and they remain so in 2017.
David Tepper at Appaloosa added to his Micron (MU - Free Report) position while Bridgewater Associates Ray Dalio started a new position in it.
No stock was hotter in 2016 than NVIDIA (NVDA - Free Report) . It cooled off to start 2017. Did the fund managers see a buying opportunity?
You might be surprised to find out what the managers were doing with their NVIDIA positions in the first quarter.
China Back in Play
It looks like the Chinese economy may be awakening after a few years in the doldrums.
Was anyone piling into Alibaba (BABA - Free Report) in the first quarter?
It reports earnings this week. It has beat 3 quarters in a row and shares are near new highs. It looks like Alibaba is turning it around as far as the Street’s expectations.
Energy, Retail and Healthcare: Still in the Doghouse?
Tracey and Kevin take a look at the beaten down sectors of Energy, Retail and Healthcare.
Were fund managers finding value in those areas? Did they dare to get in?
It’s not as easy a trade as you might think.
What else do Tracey and Kevin think about the big fund managers and their love of tech stocks?
Find out in this week’s podcast.
More Stock News: This Is Bigger than the iPhone!
It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.
Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020. Click here for the 6 trades >>
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Tech Stocks Still Rule: Here's Why
Welcome to Episode #82 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life.
In this episode, Tracey is joined by Kevin Cook, Editor of the Healthcare Innovators and TAZR portfolios, to talk about what the big fund managers bought in the first quarter of 2017.
You may recall, that fund managers are required to submit Form 13-F, which depicts their stock trades, within 45 days of the end of the quarter. That deadline just recently passed so we’re now getting a look at what some of the top managers are buying.
They’re Buying Snapchat? What???
Tracey and Kevin were surprised to find out that numerous big managers, including even George Soros, bought Snapchat (SNAP - Free Report) after its recent IPO.
These buys came before the recent earnings report, which was a disappointment to many investors.
Some of the same buyers of Snapchat, also own Facebook , which obviously owns Snap competitor Instagram.
Why would they need to own both?
Should you be buying Snapchat or Facebook if you want to get into social media and digital marketing?
The Semis Still Reign
The semiconductor group was red hot in 2016 and they remain so in 2017.
David Tepper at Appaloosa added to his Micron (MU - Free Report) position while Bridgewater Associates Ray Dalio started a new position in it.
No stock was hotter in 2016 than NVIDIA (NVDA - Free Report) . It cooled off to start 2017. Did the fund managers see a buying opportunity?
You might be surprised to find out what the managers were doing with their NVIDIA positions in the first quarter.
China Back in Play
It looks like the Chinese economy may be awakening after a few years in the doldrums.
Was anyone piling into Alibaba (BABA - Free Report) in the first quarter?
It reports earnings this week. It has beat 3 quarters in a row and shares are near new highs. It looks like Alibaba is turning it around as far as the Street’s expectations.
Energy, Retail and Healthcare: Still in the Doghouse?
Tracey and Kevin take a look at the beaten down sectors of Energy, Retail and Healthcare.
Were fund managers finding value in those areas? Did they dare to get in?
It’s not as easy a trade as you might think.
What else do Tracey and Kevin think about the big fund managers and their love of tech stocks?
Find out in this week’s podcast.
More Stock News: This Is Bigger than the iPhone!
It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.
Zacks has just released a Special Report that spotlights this fast-emerging
phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020. Click here for the 6 trades >>