Geopolitical risk always exists. But historically, from an investing standpoint, it hasn’t mattered.
Each month, we book time with some of our company’s top financial brain power to answer questions about investing and your finances. This month we’re talking about political risk and your investments.
Our financial experts:
Ron Joelson is Northwestern Mutual’s chief investment officer and oversees the company’s general account, valued at approximately $200 billion as of June of 2016.
Mark McLennon is vice president of Investment Products and Services (IPS) Business Development. He oversees the fee-based financial planning program and departmental growth initiatives.
Hot Value Stocks To Invest In 2018: EnLink Midstream Partners, LP(ENLK)
- [By WWW.MONEYSHOW.COM]
EnLink Midstream Partners (ENLK) is sponsored by independent oil and gas exploration giant Devon Energy (DVN), the owner of this acreage.
These basins offer superior economics and EnLink’s close relationship with Devon provides leveraged exposure to the upstream operator’s accelerating activity in these plays.
Hot Value Stocks To Invest In 2018: Diana Containerships Inc.(DCIX)
- [By Lisa Levin] Related CRMD Mid-Day Market Update: U.S. Stocks Turn Negative; AveXis Shares Spike Higher 12 Biggest Mid-Day Gainers For Tuesday CorMedix's (CRMD) CEO Khoso Baluch on Q4 2016 Results – Earnings Call Transcript (Seeking Alpha) Related BIOA Mid-Day Market Update: U.S. Stocks Turn Negative; AveXis Shares Spike Higher Mid-Morning Market Update: Markets Edge Higher; Tiffany Earnings Top Estimates BioAmber (BIOA) Q4 2016 Results – Earnings Call Transcript (Seeking Alpha) CorMedix Inc. (NYSE: CRMD) shares fell 27.5 percent to $1.50 after the company reported Q4 results and issued a business update. Bioamber Inc (NYSE: BIOA) shares tumbled 23.6 percent to $2.40. BioAmber reported FY16 adjusted loss of $1.07 per share on revenue of $8.3 million. The Medicines Company (NASDAQ: MDCO) shares dipped 20.9 percent to $41.62. Innocoll Holdings PLC (NASDAQ: INNL) shares fell 20.3 percent to $1.49. Innocoll posted a narrower-than-expected quarter loss, but revenue missed estimates. Stifel Nicolaus downgraded Innocoll from Buy to Hold. Rosetta Genomics Ltd. (USA) (NASDAQ: ROSG) shares declined 20.3 percent to $3.83. On Thursday, Rosetta Genomics disclosed a 1-for-12 reverse stock split. Esperion Therapeutics Inc (NASDAQ: ESPR) shares dropped 19.9 percent to $23.76. Esperion Therapeutics shares have jumped 106.19 percent over the past 52 weeks, while the S&P 500 index has gained 16.70 percent in the same period. AmTrust Financial Services Inc (NASDAQ: AFSI) tumbled 18.3 percent to $17.65. AmTrust Financial disclosed that it will delay its annual report filing for the fiscal year ended December 31, 2016. Qualstar Corporation (NASDAQ: QBAK) slipped 17.7 percent to $6.85. Qualstar reported a Q4 loss of $0.20 per share on revenue of $2.2 milli
- [By Lisa Levin] Related Chardan Analyst Suggests An AveXis-Ionis Pair Trade Why The Biogen-Ionis News Is A Boon For AveXis AveXis' (AVXS) CEO Sean Nolan on Q4 2016 Results – Earnings Call Transcript (Seeking Alpha) Related CLBS Earnings Scheduled For March 17, 2017 15 Biggest Mid-Day Gainers For Thursday Caladrius Biosciences beats by $0.07, beats on revenue (Seeking Alpha) Gainers Caladrius Biosciences Inc (NASDAQ: CLBS) shares rose 20.2 percent to $6.13 in pre-market trading after the company reported a narrower-than-expected quarterly loss. Arbutus Biopharma Corp (NASDAQ: ABUS) rose 12.3 percent to $3.20 in pre-market trading after the company disclosed that it has licensed LNP delivery technology to Alexion Pharmaceuticals, Inc. (NASDAQ: ALXN) for use in single messenger RNA product candidate. AveXis Inc (NASDAQ: AVXS) rose 12.2 percent to $81.66 in pre-market trading after the company reported topline data from Phase 1 trial of AVXS-101. TOP SHIPS Inc (NASDAQ: TOPS) shares rose 10.5 percent to $2.43 in pre-market trading after surging 109.52 percent on Thursday. ChipMOS TECHNOLOGIES INC. (NASDAQ: IMOS) rose 9.8 percent to $17.45 in pre-market trading after declining 0.44 percent on Thursday. Sino-Global Shipping America, Ltd. (NASDAQ: SINO) rose 8.3 percent to $3.38 in pre-market trading after climbing 23.81 percent on Thursday. Diana Containerships Inc (NASDAQ: DCIX) rose 7.6 percent to $2.99 in pre-market trading after surging 12.55 percent on Thursday. Steel Dynamics, Inc. (NASDAQ: STLD) rose 5.2 percent to $37.25 in pre-market trading. Steel Dynamics expects Q1 earnings of $0.77 to $0.81 per diluted share. The company also declared a quarterly cash dividend of $0.1550 per common share. Adobe Systems Incorporated (NASDAQ: ADBE)
- [By Wayne Duggan]
DryShips isn’t the only shipping stock that has skyrocketed this month; the following stocks’ shares are all up between 320 and 720 percent since November 2:
Diana Containerships Inc (NASDAQ: DCIX). Euroseas Ltd. (NASDAQ: ESEA). Globus Maritime Ltd (NASDAQ: GLBS). Sino-Global Shipping America, Ltd. (NASDAQ: SINO).
One of the primary reasons for the extreme moves in DryShips and other shipping stocks is a combination of large short positions in the stocks and extremely low share counts. DryShips in particular lowered its share count from around 672 million to only around 1 million via a series of reverse stock-splits throughout the year. The splits were intended to allow the stock to maintain its Nasdaq listing after it had lost more than 98 percent of its value in the first 10 months of 2016.
Hot Value Stocks To Invest In 2018: NVIDIA Corporation(NVDA)
- [By Virendra Singh Chauhan]
AMD as well as NVIDIA have been on a tear through 2016. Advanced Micro Devices, Inc. (NSDQ:AMD) stock is up nearly 210% YTD. NVIDIA Corporation (NSDQ:NVDA) stock isn’t far behind, having gained over 185% YTD. Having netted these strong 3-figure gains, investors are obviously happy with how the semiconductors story has unfolded in 2016. However, with the year now drawing to a close, which of these two would be a better semiconductor play, going forward? This would be an obvious question that many investors might have in their mind.
- [By Chris Neiger]
While VR is growing, it’s still in its very early stages. Last year, GPU-maker NVIDIA (NASDAQ:NVDA) estimated that just 1% of PCs were capable of handling VR. The company has made a point of trying to expand that percentage by releasing several VR-ready graphics cards for notebooks (an impressive feat considering how much power is needed for virtual reality), but it’ll still take some time before the hardware is available to most consumers.
- [By Vikram Nagarkar]
The battle is heating up in the cloud services space, and whichever way that goes, AMD may emerge as one of the beneficiaries. On November 15th, Alphabet Inc’s (NSDQ:GOOGL)Google announcedthat starting from early 2017, it would offer GPUs made by AMD and NVIDIA (NSDQ:NVDA)toGoogle Compute Engine and Google Cloud Machine Learning users. The announcement is a big win for AMD for multiple reasons.
- [By William Patalon III]
Because I don’t have access to the company “suggestion box,” I’m sending a formal “idea” letter to Jen-Hsun Huang, CEO of Nvidia Corp. (Nasdaq: NVDA), a semiconductor firm based in Santa Clara, Calif.
- [By Virendra Singh Chauhan]
The uptrend in the shares of the Santa Clara, California, based NVIDIA Corporation (NASDAQ:NVDA) seems to have come to an abrupt halt. After rising 11% through the year to a peak of $119 February 9, NVDA stock has lost just over 7% in the few trading sessions since then, closing the last trading session at a price of $110.76 (Feb 22). The pain has only increased as the stock is down a further 2.66% to $107.81 in pre-market trade. The fall in the after-hours trade can be attributed to a couple of analyst reports which seem to have spooked NVIDIA investors. Romit Shah from Nomura downgraded NVDA stock by many notches, from an earlier “Buy” rating to a “Reduce” rating. Giving the Nomura analyst company was Ruben Roy from MKM partners, who initiated coverage on NVIDIA with a “Neutral” rating. With the NVIDIA stock falling off the cliff, is it time to exit the stock? Or, is it yet another opportunity to buy NVDA stock on the dip? Well, we think it’s the latter. Here is why we t hink NVIDIA stock is poised for a rebound.