Latest news with #O'keefeStevensAdvisory
Yahoo
03-05-2025
- Business
- Yahoo
What Makes Compass Minerals (CMP) an Investment Bet?
O'keefe Stevens Advisory, an investment advisory firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In a volatile first quarter, equity price movements exceeded downside underwriting assumptions. The firm is cautious in assessing downside risk, as disappointing earnings often lack immediate price support. The market seems to believe no valuation is too low when earnings miss expectations, whether the issues are temporary or structural. In addition, please check the top 5 holdings of the strategy to know its best pick in 2025. In its first-quarter 2025 investor letter, O'keefe Stevens Advisory highlighted stocks such as Compass Minerals International, Inc. (NYSE:CMP). Compass Minerals International, Inc. (NYSE:CMP) is an essential minerals provider that operates through the Salt and Plant Nutrition segments. The one-month return of Compass Minerals International, Inc. (NYSE:CMP) was 41.77%, and its shares gained 1.96% of their value over the last 52 weeks. On May 1, 2025, Compass Minerals International, Inc. (NYSE:CMP) stock closed at $13.00 per share with a market capitalization of $539.553 million. O'keefe Stevens Advisory stated the following regarding Compass Minerals International, Inc. (NYSE:CMP) in its Q1 2025 investor letter: "During the quarter, we initiated three new positions: BMW (Ticker: BMWKY), Mercedes-Benz (Ticker: MBGYY), and Compass Minerals International, Inc. (NYSE:CMP). A close up of an essential mineral being extracted from a large rock wall. Compass Minerals International, Inc. (NYSE:CMP) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge fund portfolios held Compass Minerals International, Inc. (NYSE:CMP) at the end of the fourth quarter, compared to 29 in the third quarter. While we acknowledge the potential of Compass Minerals International, Inc. (NYSE:CMP) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Compass Minerals International, Inc. (NYSE:CMP) and shared the list of best magnesium stocks to buy. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. 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
03-05-2025
- Business
- Yahoo
Here are O'Keefe Stevens Advisory's Updates on Five Point Holdings, LLC (FPH)
O'keefe Stevens Advisory, an investment advisory firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In a volatile first quarter, equity price movements exceeded downside underwriting assumptions. The firm is cautious in assessing downside risk, as disappointing earnings often lack immediate price support. The market seems to believe no valuation is too low when earnings miss expectations, whether the issues are temporary or structural. In addition, please check the top 5 holdings of the strategy to know its best pick in 2025. In its first-quarter 2025 investor letter, O'keefe Stevens Advisory highlighted stocks such as Five Point Holdings, LLC (NYSE:FPH). Five Point Holdings, LLC (NYSE:FPH) owns and develops mixed-use and planned communities. The one-month return of Five Point Holdings, LLC (NYSEE:FPH) was 5.89%, and its shares gained 74.25% of their value over the last 52 weeks. On May 1, 2025, Five Point Holdings, LLC (NYSEE:FPH) stock closed at $5.21 per share with a market capitalization of $758.696 million. O'keefe Stevens Advisory stated the following regarding Five Point Holdings, LLC (NYSE:FPH) in its Q1 2025 investor letter: "Our Q4 2023 letter stated that Five Point Holdings, LLC (NYSE:FPH) was a top pick for 2024. While it performed well, gaining 23% on the year, how a month makes such a difference. In January, Five Point reported robust Q4 results and guided 2025 to be equally as strong, guiding to $200m of Net Income, putting them in a net cash position. On this news, the stock rose 50% on the day following. Only a few years ago, we were increasingly worried about their upcoming debt maturity. Now, having the discussion 180 and moving to how they will deploy excess free cash flow in the coming years is a turnaround timeline we couldn't have fathomed." A birdseye view of a vibrant neighborhood, showcasing the diversity of residents living in a mixed-use community. Five Point Holdings, LLC (NYSEE:FPH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 12 hedge fund portfolios held Five Point Holdings, LLC (NYSEE:FPH) at the end of the fourth quarter which was 14 in the previous quarter. In the first quarter, Five Point Holdings, LLC (NYSE: FPH) achieved a net income of $60.6 million, exceeding all expectations. While we acknowledge the potential of Five Point Holdings, LLC (NYSEE:FPH) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Five Point Holdings, LLC (NYSE:FPH) and shared O'keefe Stevens Advisory's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
03-05-2025
- Business
- Yahoo
Here's Why Donnelley Financial (DFIN) Declined Almost 20% in Q1
O'keefe Stevens Advisory, an investment advisory firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In a volatile first quarter, equity price movements exceeded downside underwriting assumptions. The firm is cautious in assessing downside risk, as disappointing earnings often lack immediate price support. The market seems to believe no valuation is too low when earnings miss expectations, whether the issues are temporary or structural. In addition, please check the top 5 holdings of the strategy to know its best pick in 2025. In its first-quarter 2025 investor letter, O'keefe Stevens Advisory highlighted stocks such as Donnelley Financial Solutions, Inc. (NYSE:DFIN). Donnelley Financial Solutions, Inc. (NYSE:DFIN) is a technology company that offers innovative software and technology-enabled financial regulatory and compliance solutions. The one-month return of Donnelley Financial Solutions, Inc. (NYSE:DFIN) was 25.76%, and its shares lost 20.43% of their value over the last 52 weeks. On May 1, 2025, Donnelley Financial Solutions, Inc. (NYSE:DFIN) stock closed at $50.68 per share with a market capitalization of $1.401 billion. O'keefe Stevens Advisory stated the following regarding Donnelley Financial Solutions, Inc. (NYSE:DFIN) in its Q1 2025 investor letter: "In our portfolio, Donnelley Financial Solutions, Inc. (NYSE:DFIN) recently declined approximately 20% following disappointing Q4 results and soft guidance for Q1. The miss was driven primarily by a steeper than-expected decline in their legacy paper and printing segment, as well as continued weakness in capital markets activity—particularly IPOs and M&A. However, our investment thesis centers on the company's recurring software solutions segment, which grew organically by 11.6% in Q4. This growth signals underlying strength in the core business. A woman in a suit and tie on a platform, speaking to shareholders about the latest contract analysis and SEC compliance solutions. Donnelley Financial Solutions, Inc. (NYSE:DFIN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held Donnelley Financial Solutions, Inc. (NYSE:DFIN) at the end of the fourth quarter, compared to 23 in the third quarter. Donnelley Financial Solutions, Inc. (NYSE:DFIN) reported consolidated net sales of $201.1 million in the first quarter of 2025, down 1.1% from the first quarter of 2024. While we acknowledge the potential of Donnelley Financial Solutions, Inc. (NYSE:DFIN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Donnelley Financial Solutions, Inc. (NYSE:DFIN) and shared O'keefe Stevens Advisory's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
11-02-2025
- Business
- Yahoo
AerCap (AER) Rose Due to Robust Secondary Market
O'keefe Stevens Advisory, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. 2024 was an eventful year for the fund, and its largest position, Nvidia (NVDA), grew over 170% as business remained robust. The 2024 results were satisfactory, with Nvidia and Fannie Mae (FNMA & FNMAS) showing positive performance, while Warner Brothers Discovery (WBD), Graftech (EAF), and GreenFirst Forest Products (ICLTF) significantly underperformed. In addition, please check the top 5 holdings of the strategy to know its best pick in 2024. In its fourth quarter 2024 investor letter, O'keefe Stevens Advisory emphasized stocks such as AerCap Holdings N.V. (NYSE:AER). AerCap Holdings N.V. (NYSE:AER) engages in the lease, financing, sale, and management of flight equipment. The one-month return AerCap Holdings N.V. (NYSE:AER) was 1.06%, and its shares gained 26.20% of their value over the last 52 weeks. On February 10, 2025, AerCap Holdings N.V. (NYSE:AER) stock closed at $96.83 per share, with a market capitalization of $18.372 billion. O'keefe Stevens Advisory stated the following regarding AerCap Holdings N.V. (NYSE:AER) in its Q4 2024 investor letter: "AerCap Holdings N.V. (NYSE:AER) performed well in 2024 due to a robust secondary market for used aircraft stemming from supply shortages. Throughout 2024, the stock rose steadily, finishing the year up 29.8%, while initiating its first dividend in May. Our thesis remains unchanged as secondary transactions occur at significant premiums to carrying values. We are most excited that lease renewals signed in 2023-2024 will finally impact results, improving profitability. We expect AerCap to compound book value in the mid-teens over the next several years. We expect another year of above-average returns as the stock trades at tangible book value, 7.5 times our 2025 EPS estimate, and optionality related to Russian insurance claims." An aerial view of aircrafts flying in formation, reflecting the company's punctuality and efficiency. AerCap Holdings N.V. (NYSE:AER) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held AerCap Holdings N.V. (NYSE:AER) at the end of the third quarter which was 64 in the previous quarter. While we acknowledge the potential of AerCap Holdings N.V. (NYSE:AER) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article we discussed AerCap Holdings N.V. (NYSE:AER) and shared Billionaire George Soros' top stock picks. O'keefe Stevens Advisory named AerCap Holdings N.V. (NYSE:AER) as one of its top picks for 2024 in its Q4 2023 letter and shared the factors that have contributed to the company's impressive performance and growth. In addition, please check out our hedge fund investor letters Q3 2024 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
11-02-2025
- Business
- Yahoo
Here's O'keefe Stevens Advisory's Thesis for Beyond (BYON)
O'keefe Stevens Advisory, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. 2024 was an eventful year for the fund, and its largest position, Nvidia (NVDA), grew over 170% as business remained robust. The 2024 results were satisfactory, with Nvidia and Fannie Mae (FNMA & FNMAS) showing positive performance, while Warner Brothers Discovery (WBD), Graftech (EAF), and GreenFirst Forest Products (ICLTF) significantly underperformed. In addition, please check the top 5 holdings of the strategy to know its best pick in 2024. In its fourth quarter 2024 investor letter, O'keefe Stevens Advisory emphasized stocks such as Beyond, Inc. (NYSE:BYON). Beyond, Inc. (NYSE:BYON) is an online retailer of furniture and home furnishings products. The one-month return Beyond, Inc. (NYSE:BYON) was 56.40%, and its shares lost 65.06% of their value over the last 52 weeks. On February 10, 2025, Beyond, Inc. (NYSE:BYON) stock closed at $8.68 per share, with a market capitalization of $397.699 million. O'keefe Stevens Advisory stated the following regarding Beyond, Inc. (NYSE:BYON) in its Q4 2024 investor letter: "Beyond, Inc. (NYSE:BYON) operates as an asset-light e-commerce company, owning and managing a portfolio of retail brands such as Overstock, Bed Bath & Beyond, Baby & Beyond, and Zulily. With a high EBITDA-to-free-cash-flow (FCF) conversion and low capital requirements, it is positioned to scale efficiently. Recent acquisitions, including Bed Bath & Beyond (2023) and Zulily (2024), have expanded their reach while revealing management missteps and growing pains related to brand integration and operational execution. A mid-sized warehouse filled with furniture and home appliances. Beyond, Inc. (NYSE:BYON) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 16 hedge fund portfolios held Beyond, Inc. (NYSE:BYON) at the end of the third quarter which was 19 in the previous quarter. While we acknowledge the potential of Beyond, Inc. (NYSE:BYON) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article we discussed Beyond, Inc. (NYSE:BYON) and shared the list of retail stocks that are skyrocketing so far in 2025. In addition, please check out our hedge fund investor letters Q3 2024 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
