These Healthcare-Focused Hedge Funds Are Positioning For EM And Sector Recoveries [Exclusive]

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These Healthcare-Focused Hedge Funds Are Positioning For EM And Sector Recoveries [Exclusive] Exome Asset Management's Emerging Markets Healthcare Partners fund declined 5.6% net in February, resulting in a total realized and unrealized loss of about $4 million. The fund started the month with 61 positions, including single stocks and exchange-traded fund short positions in 14 countries. The fund ended February with 67 positions across 15 countries. Exome's […] Read More Don't Chase FedEx Higher, Wait For The Pullback FedEx shares are surging on better-than-expected earnings but don't chase the price. Analysts are upping their targets, but consensus has this stock fairly valued. Resistance may cap gains until later in the year when some expected catalysts emerge. 5 stocks we like better than FedEx FedEx (NYSE:FDX) shares are rocketing higher on an improved earnings […] Read More 3 Stocks For A Defensive Tech Portfolio Juniper Networks is fundamental to the internet, networking, and communications, yielding 2.8%. Cisco Systems is equally essential to the system and is yielding 3.1%. Broadcom has the highest value but is still cheap at 15.5X earnings and paying 2.9% in yield. 5 stocks we like better than Broadcom Defensive stocks like Juniper Networks (NYSE:JNPR), Cisco […] Read More This Small Tech With Big Growth Prospects Is Nearing A Buy Point Shares of PagerDuty, which makes monitoring software, are approaching a cup-with-handle buy point above $33.77. The company's youth and small market cap mean it may be poised for strong growth. Analysts have a "moderate buy" rating on the stock. On March 16, it reported better-than-expected quarterly growth. Analysts expect robust earnings growth in the next […] Read More Hedge Funds Are Crowding Into These 10 ETFs So Far in 2023 Our round-up shows exchange-traded funds from issuer Direxion currently dominate Fintel's Fund Sentiment Leaderboard Exchange-traded funds from issuer Direxion currently dominate the Fintel Fund Sentiment Leaderboard as hedge fund managers and institutions see equities markets in unchartered waters amid banking industry uncertainty and central bank efforts to cool inflation. Q4 2022 hedge fund letters, conferences […] Read More Can AI Fix America's Most Broken Industry? Introducing RiskHedge's new "disruption grading system"… THIS industry ranks #1 "ripest for disruption"… And AI is set to upend it in three specific ways… Ripe For Disruption What makes an industry ripe for disruption? My team and I wanted a reliable way to calculate just how "disruptable" an industry really is… So, we created RiskHedge's […] Read More Copyright 2022 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on valuewalk.com Unsubscribe | Manage Subscription Preferences 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523