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Yahoo
13-05-2025
- Business
- Yahoo
Hess Corporation (HES): Among This Billionaire's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Hess Corporation (NYSE:HES) stands against other billionaire Glenn Russell Dubin's stock picks with huge upside potential. Glenn Russell Dubin is one of the industry's most experienced hedge fund managers, best known as the co-founder of Highbridge Capital Management, a multi-strategy investment business he founded with Henry Swieca in 1992. Before being bought by JPMorgan Chase in 2004, the firm quickly rose to prominence as one of Wall Street's most sophisticated hedge funds. As of March 2024, Highbridge Capital manages more than $7.1 billion in discretionary assets and has a focused exposure to growth industries. Dubin has long been involved in basic research and multi-asset investing through Highbridge and his private investment firm, Dubin & Company. His portfolio demonstrates a high-conviction strategy, with the top ten holdings accounting for more than 40% of reported 13F equities. Dubin's top stock picks frequently coincide with broader macroeconomic themes, such as monetary easing, capital market expansion, and industrial revival, making them excellent bets for long-term investors looking for asymmetric risk-reward ratios. The background for these investments is especially attractive. Financial markets rebounded strongly in 2024, with financial equities up more than 30% by the end of the year, owing to lower inflation, lower interest rates, and strong investor sentiment. Even if the United States' GDP growth is expected to fall from 2.7% in 2024 to 1.5% in 2025, hopes of Fed rate cuts and a more stable regulatory environment are keeping financial industry momentum alive. Meanwhile, growing corporate refinancing needs and record-high consumer debt are steering capital into private credit and asset-backed lending—areas where Highbridge has traditionally excelled. The industrial sector is also experiencing a significant revival, with a 26% increase in 2024 driven by demand for reshored manufacturing, clean energy buildout, and infrastructure construction. With only a quarter of the $1.9 trillion in planned North American infrastructure projects underway, there is still enormous growth potential. At the same time, reduced interest rates are expected to boost housing activity, and aerospace demand is expected to rise as airlines revamp their aged fleets. These macroeconomic drivers continue to provide appealing entry points for cyclical names with long-term upside. Tariff concerns have increased volatility in the equity markets, particularly in light of proposed higher tariffs on steel and aluminum imports. However, other investors see this as a temporary disruption that could eventually benefit domestic manufacturers and capital goods industries. In reality, leading market commentators argue that predictions of a fresh wave of trade protectionism are exaggerated, with underlying fundamentals remaining strong across major value industries. In that scenario, this may be a good time to follow experienced managers such as Glenn Dubin. As markets reset and valuations in banking and industrial stocks decline from their 2024 highs, the opportunity to purchase into structurally good companies at a discount is wide open. Highbridge Capital's recent bets indicate trust in sectors that are not only rebounding but evolving, and these top stock picks might provide considerable upside as the market rebalances in 2025. To compile a list of Billionaire Glenn Russell Dubin's 10 Stock Picks with Huge Upside Potential, we studied Greenlight Capital's Q4 2024 13F filings to identify billionaire Glenn Russell Dubin's stock picks with the most upside potential. We evaluated the firms in ascending order of upside potential. These stocks are also popular with elite hedge funds. 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). An oil tanker sailing across the horizon, conveying the importance of crude oil transportation for the company. Number of Hedge Fund Holders: 92 Upside Potential: 27.40% Hess Corporation (NYSE:HES) is an exploration and production company that develops, produces, and sells crude oil, natural gas liquids, and natural gas. The company is principally active in the United States, Guyana, and Malaysia, with significant offshore exploration activity in the Gulf of Mexico and Guyana. Its two main business sectors are exploration and production (E&P) and midstream. For the first quarter of 2025, which ended March 31, Hess Corporation (NYSE:HES) reported net income of $430 million, or $1.39 per share, a considerable decrease from $972 million, or $3.16 per share, in Q1 2024. On an adjusted basis, the company earned $559 million in net income, or $1.81 per share. The reduction in earnings was mostly caused by lower realized oil prices, which averaged $71.22 per barrel in Q1 2025, compared to $80.06 in Q1 2024. Despite this, Hess' net output remained stable at 476,000 barrels of oil equivalent per day (boepd) in Q1 2025 and Q1 2024. Hess Corporation's (NYSE:HES) Bakken assets experienced higher production of 195,000 boepd in Q1 2025, up from 190,000 boepd in the previous year's quarter. Offshore production in the Gulf of Mexico and Guyana also demonstrated resiliency, with the Stabroek Block delivering 183,000 bopd in Q1 2025, a modest decrease from 190,000 bopd in Q1 2024. The company expects production to range between 480,000 and 490,000 boepd in Q2 2025. The Midstream segment's net income increased to $70 million in Q1 2025 from $67 million the previous year. Hess' Yellowtail project in Guyana is set to begin operations in Q3 2025, with a production capacity of 250,000 barrels of oil per day (bopd). Given these encouraging developments, including increased production capacity and continuing projects such as Yellowtail, Hess is poised for significant future growth, ranking among the top stocks with excellent upside potential. Glen Russell's stake in Hess Corporation's (NYSE:HES) was worth $77 million, which accounted for 2.88% of his portfolio at the end of Q4 2024 Overall, HES ranks 10th on our list of billionaire Glenn Russell Dubin's stock picks with huge upside potential. While we acknowledge the potential of HES, our conviction lies in the belief that certain 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 an AI stock that is more promising than HES 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 . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
Hess Corporation (HES): Among This Billionaire's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Hess Corporation (NYSE:HES) stands against other billionaire Glenn Russell Dubin's stock picks with huge upside potential. Glenn Russell Dubin is one of the industry's most experienced hedge fund managers, best known as the co-founder of Highbridge Capital Management, a multi-strategy investment business he founded with Henry Swieca in 1992. Before being bought by JPMorgan Chase in 2004, the firm quickly rose to prominence as one of Wall Street's most sophisticated hedge funds. As of March 2024, Highbridge Capital manages more than $7.1 billion in discretionary assets and has a focused exposure to growth industries. Dubin has long been involved in basic research and multi-asset investing through Highbridge and his private investment firm, Dubin & Company. His portfolio demonstrates a high-conviction strategy, with the top ten holdings accounting for more than 40% of reported 13F equities. Dubin's top stock picks frequently coincide with broader macroeconomic themes, such as monetary easing, capital market expansion, and industrial revival, making them excellent bets for long-term investors looking for asymmetric risk-reward ratios. The background for these investments is especially attractive. Financial markets rebounded strongly in 2024, with financial equities up more than 30% by the end of the year, owing to lower inflation, lower interest rates, and strong investor sentiment. Even if the United States' GDP growth is expected to fall from 2.7% in 2024 to 1.5% in 2025, hopes of Fed rate cuts and a more stable regulatory environment are keeping financial industry momentum alive. Meanwhile, growing corporate refinancing needs and record-high consumer debt are steering capital into private credit and asset-backed lending—areas where Highbridge has traditionally excelled. The industrial sector is also experiencing a significant revival, with a 26% increase in 2024 driven by demand for reshored manufacturing, clean energy buildout, and infrastructure construction. With only a quarter of the $1.9 trillion in planned North American infrastructure projects underway, there is still enormous growth potential. At the same time, reduced interest rates are expected to boost housing activity, and aerospace demand is expected to rise as airlines revamp their aged fleets. These macroeconomic drivers continue to provide appealing entry points for cyclical names with long-term upside. Tariff concerns have increased volatility in the equity markets, particularly in light of proposed higher tariffs on steel and aluminum imports. However, other investors see this as a temporary disruption that could eventually benefit domestic manufacturers and capital goods industries. In reality, leading market commentators argue that predictions of a fresh wave of trade protectionism are exaggerated, with underlying fundamentals remaining strong across major value industries. In that scenario, this may be a good time to follow experienced managers such as Glenn Dubin. As markets reset and valuations in banking and industrial stocks decline from their 2024 highs, the opportunity to purchase into structurally good companies at a discount is wide open. Highbridge Capital's recent bets indicate trust in sectors that are not only rebounding but evolving, and these top stock picks might provide considerable upside as the market rebalances in 2025. To compile a list of Billionaire Glenn Russell Dubin's 10 Stock Picks with Huge Upside Potential, we studied Greenlight Capital's Q4 2024 13F filings to identify billionaire Glenn Russell Dubin's stock picks with the most upside potential. We evaluated the firms in ascending order of upside potential. These stocks are also popular with elite hedge funds. 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). An oil tanker sailing across the horizon, conveying the importance of crude oil transportation for the company. Number of Hedge Fund Holders: 92 Upside Potential: 27.40% Hess Corporation (NYSE:HES) is an exploration and production company that develops, produces, and sells crude oil, natural gas liquids, and natural gas. The company is principally active in the United States, Guyana, and Malaysia, with significant offshore exploration activity in the Gulf of Mexico and Guyana. Its two main business sectors are exploration and production (E&P) and midstream. For the first quarter of 2025, which ended March 31, Hess Corporation (NYSE:HES) reported net income of $430 million, or $1.39 per share, a considerable decrease from $972 million, or $3.16 per share, in Q1 2024. On an adjusted basis, the company earned $559 million in net income, or $1.81 per share. The reduction in earnings was mostly caused by lower realized oil prices, which averaged $71.22 per barrel in Q1 2025, compared to $80.06 in Q1 2024. Despite this, Hess' net output remained stable at 476,000 barrels of oil equivalent per day (boepd) in Q1 2025 and Q1 2024. Hess Corporation's (NYSE:HES) Bakken assets experienced higher production of 195,000 boepd in Q1 2025, up from 190,000 boepd in the previous year's quarter. Offshore production in the Gulf of Mexico and Guyana also demonstrated resiliency, with the Stabroek Block delivering 183,000 bopd in Q1 2025, a modest decrease from 190,000 bopd in Q1 2024. The company expects production to range between 480,000 and 490,000 boepd in Q2 2025. The Midstream segment's net income increased to $70 million in Q1 2025 from $67 million the previous year. Hess' Yellowtail project in Guyana is set to begin operations in Q3 2025, with a production capacity of 250,000 barrels of oil per day (bopd). Given these encouraging developments, including increased production capacity and continuing projects such as Yellowtail, Hess is poised for significant future growth, ranking among the top stocks with excellent upside potential. Glen Russell's stake in Hess Corporation's (NYSE:HES) was worth $77 million, which accounted for 2.88% of his portfolio at the end of Q4 2024 Overall, HES ranks 10th on our list of billionaire Glenn Russell Dubin's stock picks with huge upside potential. While we acknowledge the potential of HES, our conviction lies in the belief that certain 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 an AI stock that is more promising than HES 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
Yahoo
12-05-2025
- Business
- Yahoo
Capri Holdings Limited (CPRI): Among Billionaire Glenn Russell Dubin's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Capri Holdings Limited (NYSE:CPRI) stands against Billionaire Glenn Russell Dubin's other stock picks with huge upside potential. Glenn Russell Dubin is one of the industry's most experienced hedge fund managers, best known as the co-founder of Highbridge Capital Management, a multi-strategy investment business he founded with Henry Swieca in 1992. Before being bought by JPMorgan Chase in 2004, the firm quickly rose to prominence as one of Wall Street's most sophisticated hedge funds. As of March 2024, Highbridge Capital manages more than $7.1 billion in discretionary assets and has a focused exposure to growth industries. Dubin has long been involved in basic research and multi-asset investing through Highbridge and his private investment firm, Dubin & Company. His portfolio demonstrates a high-conviction strategy, with the top ten holdings accounting for more than 40% of reported 13F equities. Dubin's top stock picks frequently coincide with broader macroeconomic themes, such as monetary easing, capital market expansion, and industrial revival, making them excellent bets for long-term investors looking for asymmetric risk-reward ratios. The background for these investments is especially attractive. Financial markets rebounded strongly in 2024, with financial equities up more than 30% by the end of the year, owing to lower inflation, lower interest rates, and strong investor sentiment. Even if the United States' GDP growth is expected to fall from 2.7% in 2024 to 1.5% in 2025, hopes of Fed rate cuts and a more stable regulatory environment are keeping financial industry momentum alive. Meanwhile, growing corporate refinancing needs and record-high consumer debt are steering capital into private credit and asset-backed lending—areas where Highbridge has traditionally excelled. The industrial sector is also experiencing a significant revival, with a 26% increase in 2024 driven by demand for reshored manufacturing, clean energy buildout, and infrastructure construction. With only a quarter of the $1.9 trillion in planned North American infrastructure projects underway, there is still enormous growth potential. At the same time, reduced interest rates are expected to boost housing activity, and aerospace demand is expected to rise as airlines revamp their aged fleets. These macroeconomic drivers continue to provide appealing entry points for cyclical names with long-term upside. Tariff concerns have increased volatility in the equity markets, particularly in light of proposed higher tariffs on steel and aluminum imports. However, other investors see this as a temporary disruption that could eventually benefit domestic manufacturers and capital goods industries. In reality, leading market commentators argue that predictions of a fresh wave of trade protectionism are exaggerated, with underlying fundamentals remaining strong across major value industries. In that scenario, this may be a good time to follow experienced managers such as Glenn Dubin. As markets reset and valuations in banking and industrial stocks decline from their 2024 highs, the opportunity to purchase into structurally good companies at a discount is wide open. Highbridge Capital's recent bets indicate trust in sectors that are not only rebounding but evolving, and these top stock picks might provide considerable upside as the market rebalances in 2025. To compile a list of Billionaire Glenn Russell Dubin's 10 Stock Picks with Huge Upside Potential, we studied Greenlight Capital's Q4 2024 13F filings to identify billionaire Glenn Russell Dubin's stock picks with the most upside potential. We evaluated the firms in ascending order of upside potential. These stocks are also popular with elite hedge funds. 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 glamorous woman with a leather handbag enjoying a shopping experience in an upscale boutique. Number of Hedge Fund Holders: 42 Upside Potential: 80.19% Through its Versace, Jimmy Choo, and Michael Kors divisions, Capri Holdings Limited (NYSE:CPRI) is a multinational fashion conglomerate that creates, sells, and distributes high-end clothing, accessories, and footwear. Its brands, spanning ready-to-wear, handbags, footwear, and fragrances, are positioned in the premium and luxury segments and sold through retail stores, wholesale partners, and online channels. With a substantial presence in North America, Europe, and Asia, the company is a global operator. Capri Holdings Limited (NYSE:CPRI) reported $1.3 billion in revenue for the quarter ended December 28, 2024 (Q3 FY2025), which was 12% lower than the previous year. Earnings per share were $0.45, which fell short of forecasts. Due to $23 million in foreign exchange losses, net income was $54 million, and the operating margin fell to 6% from 12.1% the year before. Net debt was $1.12 billion, and inventory was down 13% to $892 million. To bring Michael Kors' global network down to 650 outlets, Capri Holdings Limited (NYSE:CPRI) shuttered more than 100 stores this year and aims to close another 70. The company also implemented significant cost-cutting measures, targeting an additional $150 million in savings for FY2026 after reducing expenses by over $100 million this year. For FY2026, projections include revenue of approximately $4.1 billion and operating income of $150 million, supported by a $200 million reduction in operating expenses and a slight gross margin improvement. With revenue growth anticipated to restart in fiscal 2027 and operating margins predicted to improve steadily, these measures laid the groundwork for a gradual recovery. Given its robust portfolio of brands and well-defined strategic plan, Capri Holdings Limited (NYSE:CPRI) is a standout candidate for retail stock with significant upside potential. Long-term value generation may be supported by ongoing enhancements to the price structure, retail optimization, and product mix. Capri Holdings Limited (NYSE:CPRI) made up 0.19% of Glenn Russell Dubin's stock portfolio at the end of Q4 2024. Overall, CPRI ranks 4th on our list of Billionaire Glenn Russell Dubin's stock picks with huge upside potential. While we acknowledge the potential of CPRI, our conviction lies in the belief that certain 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 an AI stock that is more promising than CPRI 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
12-05-2025
- Business
- Yahoo
Occidental Petroleum (OXY): Among Billionaire Glenn Russell Dubin's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Occidental Petroleum Corporation (NYSE:OXY) stands against Billionaire Glenn Russell Dubin's other stock picks with huge upside potential. Glenn Russell Dubin is one of the industry's most experienced hedge fund managers, best known as the co-founder of Highbridge Capital Management, a multi-strategy investment business he founded with Henry Swieca in 1992. Before being bought by JPMorgan Chase in 2004, the firm quickly rose to prominence as one of Wall Street's most sophisticated hedge funds. As of March 2024, Highbridge Capital manages more than $7.1 billion in discretionary assets and has a focused exposure to growth industries. Dubin has long been involved in basic research and multi-asset investing through Highbridge and his private investment firm, Dubin & Company. His portfolio demonstrates a high-conviction strategy, with the top ten holdings accounting for more than 40% of reported 13F equities. Dubin's top stock picks frequently coincide with broader macroeconomic themes, such as monetary easing, capital market expansion, and industrial revival, making them excellent bets for long-term investors looking for asymmetric risk-reward ratios. The background for these investments is especially attractive. Financial markets rebounded strongly in 2024, with financial equities up more than 30% by the end of the year, owing to lower inflation, lower interest rates, and strong investor sentiment. Even if the United States' GDP growth is expected to fall from 2.7% in 2024 to 1.5% in 2025, hopes of Fed rate cuts and a more stable regulatory environment are keeping financial industry momentum alive. Meanwhile, growing corporate refinancing needs and record-high consumer debt are steering capital into private credit and asset-backed lending—areas where Highbridge has traditionally excelled. The industrial sector is also experiencing a significant revival, with a 26% increase in 2024 driven by demand for reshored manufacturing, clean energy buildout, and infrastructure construction. With only a quarter of the $1.9 trillion in planned North American infrastructure projects underway, there is still enormous growth potential. At the same time, reduced interest rates are expected to boost housing activity, and aerospace demand is expected to rise as airlines revamp their aged fleets. These macroeconomic drivers continue to provide appealing entry points for cyclical names with long-term upside. Tariff concerns have increased volatility in the equity markets, particularly in light of proposed higher tariffs on steel and aluminum imports. However, other investors see this as a temporary disruption that could eventually benefit domestic manufacturers and capital goods industries. In reality, leading market commentators argue that predictions of a fresh wave of trade protectionism are exaggerated, with underlying fundamentals remaining strong across major value industries. In that scenario, this may be a good time to follow experienced managers such as Glenn Dubin. As markets reset and valuations in banking and industrial stocks decline from their 2024 highs, the opportunity to purchase into structurally good companies at a discount is wide open. Highbridge Capital's recent bets indicate trust in sectors that are not only rebounding but evolving, and these top stock picks might provide considerable upside as the market rebalances in 2025. To compile a list of Billionaire Glenn Russell Dubin's 10 Stock Picks with Huge Upside Potential, we studied Greenlight Capital's Q4 2024 13F filings to identify billionaire Glenn Russell Dubin's stock picks with the most upside potential. We evaluated the firms in ascending order of upside potential. These stocks are also popular with elite hedge funds. 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). Oil derricks in the background with a few workers in the foreground, emphasizing the company's oil and gas production activities. Number of Hedge Fund Holders: 68 Upside Potential: 33.10% Occidental Petroleum Corporation (NYSE:OXY) is a prominent player in the energy sector, with operations in upstream oil and gas production, basic chemicals manufacturing, and midstream logistics. Its U.S. operations, particularly in the Permian Basin, account for a considerable portion of its total output, while foreign assets diversify its hydrocarbon portfolio. The company also distributes and transports natural gas liquids, carbon dioxide, and electricity, positioning itself as an integrated player in the evolving energy sector. In terms of financial performance, Occidental Petroleum Corporation (NYSE:OXY) generated $4.9 billion in free cash flow for the fiscal year ending December 31, 2024, including $1.4 billion in the fourth quarter alone. Occidental Petroleum Corporation (NYSE:OXY) paid out $800 million in dividends and met its $4.5 billion debt reduction goal seven months early. OxyChem, the chemical division, generated $1.1 billion in pre-tax income in 2024. Notably, capital expenditures were $6.8 billion, at the low end of guidance. The board's 9% dividend hike demonstrated confidence in the company's cash-producing capabilities. Furthermore, strategic growth through the Crown Rock acquisition included high-margin Midland Basin assets with an estimated output of more than 170,000 BOE/day by 2025. Occidental Petroleum Corporation (NYSE:OXY) has advanced major carbon capture initiatives, including the Stratos facility and the Battleground project. In 2025, output is projected to rise to 1.42 million BOE/day, driven by more than 15% growth in the Permian. OxyChem is expected to contribute $1 billion in profits. These actions are consistent with Occidental's plans to improve long-term margins and support its energy transition strategies. While Q1 production is expected to be weaker due to seasonality and pipeline constraints, output is forecasted to rebound significantly in the second half of 2025. Glenn Russell Dubin's stock portfolio holds $42.9 million worth of Occidental Petroleum Corporation (NYSE:OXY) shares, or 1.6% of his portfolio, positioning OXY as a key long-term energy investment with substantial upside, driven by improving oil demand and production economics. Overall, OXY ranks 8th on our list of Billionaire Glenn Russell Dubin's stock picks with huge upside potential. While we acknowledge the potential of OXY, our conviction lies in the belief that certain 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 an AI stock that is more promising than OXY 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 .
