Immediate Trade

Tag: Facebook

  • Wallace Weitz had a good Q2!

    The Fund’s technology-related stocks were again among the largest quarterly contributors, with Meta Platforms, Inc. (META), CoStar Group, Inc. (CSGP), Alphabet, Inc. (GOOG), and Oracle Corp. (ORCL) leading the way. Back in the “old” economy, rocks-and-gravel producer Vulcan Materials Co. (VMC) saw its stock rise more than 30% during the quarter. The aggregates pricing power…

  • 6/20/23

    https://media.licdn.com/dms/document/media/D4E10AQF0toTR_Tk9rA/ads-document-pdf-analyzed/0/1685027405027?e=1687798800&v=beta&t=xqj18k5NlsNOegEgJXFmm9uRJ1e1vac8jAPUp0YopdE Surprise Surprise…PIMCO likes bonds “moving away from a “TINA” world(where “there is no alternative” to equities) to one in whichbonds look cheap relative to equities. Now, bonds also appearattractive due to the current stage of the economic cycle… We maintain our underweight in equities and take a cautiousapproach, with a focus on low-leverage and…