Latest news with #EmmaWu
Business Insider
26-05-2025
- Business
- Business Insider
How Retail Investors Beat Out the ‘Smart Money' This Quarter
Retail investors are getting credit for smart timing after helping fuel a major rebound in the stock market. In fact, while $74 billion flowed out of mutual funds and ETFs in April, everyday investors bought the dip, which led the S&P 500 (SPY) to its fastest bounce since 1982. Interestingly, JPMorgan strategist Emma Wu said retail investors have added over $50 billion to stocks since April 8, including $7.5 billion in just the past week. Separately, RBC's Amy Wu Silverman told Yahoo Finance that it was actually institutional investors, known as the 'smart money,' who pulled back, so they're now the ones who need to catch up. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Indeed, investors who bought during the April 3 to May 9 dip made nearly a 12% return, according to data from Public. That strong rally led Bank of America to report that retail clients took profits for the first time in 23 weeks. In addition, Public CEO Leif Abraham said that 'buying the dip' has become a normal part of retail investing. However, even though retail investors are doing well now, there are still risks ahead. In fact, Invesco strategist Brian Levitt said that long-term investors should stay invested through market ups and downs, because the best days often come right after the worst. He noted that despite many market crashes since 1998, the U.S. market has still returned about 12% per year. However, Silverman warned that recent delays in tariffs could still cause trouble. As a result, investors should stay cautious moving forward. Is SPY a Buy Right Now? Turning to Wall Street, analysts have a Moderate Buy consensus rating on the SPDR S&P 500 ETF Trust based on 423 Buys, 74 Holds, and eight Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average SPY price target of $656.31 per share implies 13.3% upside potential.
Bloomberg
19-05-2025
- Business
- Bloomberg
YOLO Crowd's Record Dip Buying Binge Calms a Jumpy Stock Market
Retail traders went on a record dip buying spree Monday, reversing a 1% decline in the S&P 500 Index triggered by the US credit downgrade from Moody's Ratings late last week. Individual investors purchased a net $4.1 billion in US stocks through 12:30 p.m. in New York, the largest level ever for that time of day — and broke the $4 billion threshold by noon for the first time ever, according to data compiled by JPMorgan Chase & Co. quantitative and derivative strategist Emma Wu.
Yahoo
15-05-2025
- Business
- Yahoo
Retail stock traders bought the dip and now—after an 18% rally—they're taking their gains
Investors appeared to consolidate their gains from the last few days of trading by engaging in some mild selling today. The S&P 500 rose 0.1% yesterday but S&P futures sunk 0.58% this morning premarket. India's Nifty 50 rose 1.72% today but markets retreated across much of the rest of the globe. The S&P 500 index has risen 18% from its low on April 8, after President Trump tanked stock markets globally by announcing aggressive tariffs on imports to the U.S. This morning, S&P futures declined marginally following small selloffs in Europe, the U.K., and much of Asia. It looks like investors, having enjoyed their gains from the last month, are taking some profits. Who made the gains? Retail traders, according to JPMorgan's Emma Wu and her team. 'Retail traders have net bought $50Bn in cash equity as the market bounced since Apr 8th. This Monday was the first time we've seen profit-taking flow, with -$555Mn (-2.7z below 1M average) in cash equity and -$2Bn (-1.9z) in options … They quickly returned to aggressive buyers following the softer inflation print on Tue (+$1.8Bn cash + $21Mn option) and continued on Wed,' she told clients in a research note seen by Fortune. 'In our view, retail traders [were] one of the main drivers of the market rally in the last week of Apr, amid subdued institutional activity and low [professional money manager] positioning. Their market share reached 36% on Apr 28/29th, the highest level in our history vs. a YTD average of 21% and a long-term average of 12%' she said. Elsewhere in Analyst Land, economists are resetting their models to estimate the impact of Trump's tariffs on global trade, which are currently being negotiated and may change over time. 'We expect the US's effective tariff rate to increase ... to its highest level since the 1930s,' Jan Hatzius and his team at Goldman Sachs told clients. 'Applying estimates from a range of economic studies suggests that a 13pp increase in domestic and foreign tariffs will lower U.S. real income by around 1% in the long run.' Here's a snapshot of today's action prior to the opening bell in New York: The S&P 500 rose 0.1% yesterday but S&P futures sunk 0.58% this morning premarket. Reddit was up 11%. India's Nifty 50 rose 1.72% today but global markets retreated across much of the rest of the globe: The Stoxx Europe 600 was down 0.2% in early trading. The U.K.'s FTSE 100 was down 0.25%. In Asia, the major indexes in China, Japan, and South Korea all declined this morning. This story was originally featured on Sign in to access your portfolio
Yahoo
21-04-2025
- Business
- Yahoo
Is Wyndham Hotels & Resorts, Inc. (WH) The Best WallStreetBets Stock To Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Wyndham Hotels & Resorts, Inc. (NYSE:WH) stands against other best WallStreetBets stocks to buy according to hedge funds. The World Economic Forum's Global Retail Investor Outlook 2024 highlighted a sustained transition towards younger retail investors. The research, which spans 13 economies, reflects that 30% of Gen Z start investing in early adulthood, against 9% of Gen X and 6% of Baby Boomers. By the time they enter the workforce, the research demonstrated that 86% of Gen Z have learned about personal investing as compared to 47% of Boomers, highlighting a generational transformation in financial habits. WEF's survey mentions that retail investors continue to view cryptocurrency as more understandable and easier as compared to traditional investments such as ETFs, MFs, stocks, and bonds. As per the research, 29% tend to avoid stocks because of a lack of understanding, while only 24% mention the same regarding crypto. Interestingly, among the investors aged under 44 holding cryptocurrencies, over half allocated at least a third of their portfolio to it. Furthermore, WEF's research mentioned that financial priorities have been pivoting towards short-term needs. In 2024, 51% of investors focused on emergency savings, reflecting an increase from 41% in 2022, while those who emphasized having sufficient to retire declined from 48% to 42%. As per Dean Frankle, Managing Director and Partner, BCG, individual participation in capital markets can result in long-term financial well-being. READ ALSO: and . Bloomberg reported that individual investors are becoming relentless when it comes to investing money in the volatile US markets. The firm, while quoting JPMorgan Chase & Co.'s Emma Wu, mentioned that considering the continuous dip-buying strategy throughout the crash, there are estimates that retail traders' portfolios remain far from breakeven. However, individual investors' strategy of 'buy-the-dip' amidst trade fears has been doing better as compared to the broader market. Interestingly, retail investors invested US$11 billion in equities since April 2, when Trump's administration revealed reciprocal levies, reported Bloomberg, while citing data through Wednesday's close (April 9, 2025). Bloomberg also highlighted that individual investors continue to dip their toes into stocks, while well-established institutional investors are rotating into international markets and less risky assets, including Treasuries. To list the 12 Best WallStreetBets Stocks To Buy According to Hedge Funds, we sifted through the WallStreetBets forum on Reddit and chose the trending ones. Next, we shortlisted the ones that are popular among hedge funds. Finally, the stocks are ranked in ascending order of their hedge fund sentiments, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A doctor in a medical lab using the latest diagnostic equipment to test a patient's Hotels & Resorts, Inc. (NYSE:WH) operates as a hotel franchisor. Analyst David Katz of Jefferies reiterated a 'Buy' rating on the company's stock. The rating is backed by a combination of factors that include the company's promising growth outlook and strategic positioning. The recent financial results aid the analyst's rating, with the company surpassing revenue and adjusted EBITDA expectations for Q4 2024. The analyst highlighted that the global RevPAR witnessed a notable increase, hinting at the healthy performance in key metrics. Furthermore, Wyndham Hotels & Resorts, Inc. (NYSE:WH)'s strong unit and pipeline growth, with a record high retention rate, demonstrates sustained long-term growth potential, says Katz. The expected ancillary revenue growth, together with strategic infrastructure spending, can further improve Wyndham Hotels & Resorts, Inc. (NYSE:WH)'s financial performance, resulting in a positive outlook. In Q4 2024, the company's fee-related and other revenues went up by 7% to $341 million as compared to $320 million in Q4 2023, implying increased royalties and franchise fees. Its adjusted EBITDA increased 9% to $168 million as compared to $154 million in Q4 2023. Wyndham Hotels & Resorts, Inc. (NYSE:WH)'s focus on expanding into higher FeePAR markets, enhancing its extended-stay footprint, and unlocking new ancillary revenue streams further strengthens its diverse growth opportunities inherent in the asset-light, resilient business model. TimesSquare Capital Management, an equity investment management company, released its Q3 2024 investor letter. Here is what the fund said: 'New to the strategy was Wyndham Hotels & Resorts, Inc. (NYSE:WH), one of the world's largest hotel franchising companies with a variety of midscale or economy brands and partners. Operating in secondary or tertiary markets, Wyndham focuses on leisure travelers in spots with sparse competition. Its franchise model limits the need for capital spending or significant debt.' Overall, WH ranks 10th on our list of best WallStreetBets stocks to buy according to hedge funds. While we acknowledge the potential of WH as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than WH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
21-04-2025
- Business
- Yahoo
Is NVIDIA Corporation (NVDA) The Best WallStreetBets Stock To Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other best WallStreetBets stocks to buy according to hedge funds. The World Economic Forum's Global Retail Investor Outlook 2024 highlighted a sustained transition towards younger retail investors. The research, which spans 13 economies, reflects that 30% of Gen Z start investing in early adulthood, against 9% of Gen X and 6% of Baby Boomers. By the time they enter the workforce, the research demonstrated that 86% of Gen Z have learned about personal investing as compared to 47% of Boomers, highlighting a generational transformation in financial habits. WEF's survey mentions that retail investors continue to view cryptocurrency as more understandable and easier as compared to traditional investments such as ETFs, MFs, stocks, and bonds. As per the research, 29% tend to avoid stocks because of a lack of understanding, while only 24% mention the same regarding crypto. Interestingly, among the investors aged under 44 holding cryptocurrencies, over half allocated at least a third of their portfolio to it. Furthermore, WEF's research mentioned that financial priorities have been pivoting towards short-term needs. In 2024, 51% of investors focused on emergency savings, reflecting an increase from 41% in 2022, while those who emphasized having sufficient to retire declined from 48% to 42%. As per Dean Frankle, Managing Director and Partner, BCG, individual participation in capital markets can result in long-term financial well-being. READ ALSO: and . Bloomberg reported that individual investors are becoming relentless when it comes to investing money in the volatile US markets. The firm, while quoting JPMorgan Chase & Co.'s Emma Wu, mentioned that considering the continuous dip-buying strategy throughout the crash, there are estimates that retail traders' portfolios remain far from breakeven. However, individual investors' strategy of 'buy-the-dip' amidst trade fears has been doing better as compared to the broader market. Interestingly, retail investors invested US$11 billion in equities since April 2, when Trump's administration revealed reciprocal levies, reported Bloomberg, while citing data through Wednesday's close (April 9, 2025). Bloomberg also highlighted that individual investors continue to dip their toes into stocks, while well-established institutional investors are rotating into international markets and less risky assets, including Treasuries. To list the 12 Best WallStreetBets Stocks To Buy According to Hedge Funds, we sifted through the WallStreetBets forum on Reddit and chose the trending ones. Next, we shortlisted the ones that are popular among hedge funds. Finally, the stocks are ranked in ascending order of their hedge fund sentiments, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up of a colorful high-end graphics card being plugged in to a gaming analysts upheld their 'Buy' rating on NVIDIA Corporation (NASDAQ:NVDA)'s stock and a price objective of $180.00. The firm's analysts opine that, while the current developments result in increased uncertainty and near-term pressure in the broader market, the long-term outlook for NVIDIA Corporation (NASDAQ:NVDA) remains positive. According to them, despite the challenges coming from the new export controls, its growth narrative remains credible and strong. As per the company's regulatory filing, the US government informed NVIDIA Corporation (NASDAQ:NVDA) that the government requires a license for export to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein, of the company's H20 integrated circuits and any other circuits achieving the H20's memory bandwidth, interconnect bandwidth, or combination. NVIDIA Corporation (NASDAQ:NVDA) announced that its Q1 results are expected to include up to ~$5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves. Elsewhere, TD Cowen lauded the company's leadership in AI and its robust product pipeline, despite the challenges associated with the Chinese market. Parnassus Investments, an investment management company, released its Q4 2024 investor letter. Here is what the fund said: 'NVIDIA Corporation (NASDAQ:NVDA) continued to lead the market for graphics processing units and semiconductor chips needed to power AI applications. Because our position in the stock is an underweight relative to the nearly 12% of the benchmark it now represents, it was a relative detractor for the year.' Overall, NVDA ranks 2nd on our list of best WallStreetBets stocks to buy according to hedge funds. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
