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Yahoo
an hour ago
- Business
- Yahoo
Investing Myth: "Buy Low, Sell High" Is Easier Said Than Done. Here's Why Most Investors Get It Wrong.
Key Points Apple continues to improve its key business metrics, suggesting it can sustain profitable growth for many years to come. Despite the steep rise over the last decade, the stock still appears to be a good value. 10 stocks we like better than Apple › Buy low and sell high is a valid investment strategy, but many investors only understand it to mean buying a stock at a low price and then selling it when the price rises. An alternative view might argue that you should buy when the valuation is low and sell when it's high, or in this example, even buy when the business fundamentals are low and then sell when they are peaking. Let's dive into an example with Apple (NASDAQ: AAPL). Apple stock price As the chart below shows, there are numerous instances when an investor might have decided to "sell high" after "buying low" a decade ago. And more often than not, it would have been the wrong decision. There's nothing wrong with taking a profit or reducing a position size to balance a portfolio. Still, anyone who looks at Apple's price chart and concludes they were buying "high" would miss two key metrics that indicate Apple's earnings growth could continue for a long time into the future. Its return on equity (profitability relative to equity invested by shareholders) and its profit margins have both improved significantly over the last decade. Part of the reason for the improvement stems from the ongoing growth of Apple's higher-margin service ecosystem offerings, which are sold into a massive installed base of Apple hardware devices. It's a trend that has legs, and despite the substantial rise in the share price over the last decade, Apple's stock seems to have room to run. Should you invest $1,000 in Apple right now? Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Apple wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* Now, it's worth noting Stock Advisor's total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy. Investing Myth: "Buy Low, Sell High" Is Easier Said Than Done. Here's Why Most Investors Get It Wrong. was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
an hour ago
- Business
- Yahoo
Oklo Inc. (OKLO): There's No Rigor, No Coverage, Says Jim Cramer
We recently published . Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer recently discussed. Oklo Inc. (NYSE:OKLO) is a popular retail stock that provides nuclear power solutions. Cramer has regularly discussed the stock over the past couple of weeks. During most of these appearances, he has maintained that Oklo Inc. (NYSE:OKLO)'s share price gains are mostly due to sentiment instead of fundamentals. The stock is up 180% year-to-date, and Cramer maintained his opinion this time around as well: 'There's a stock called Oklo. Which has nuclear. And at 35, I just said I surrender. On Mad Money, I'm just gonna recommend it. Because I'm all behind Oklo. And then it had rigor whatsoever. No rigor. It was just something which I just said, this has momentum. Cramer recently discussed how headlines impact Oklo Inc. (NYSE:OKLO)'s shares: 'Okay, so let's talk about this. We know that this is nuclear fission, not nuclear fusion. We know it's a big spec. We know a lot of people like it. We know it's up a great deal, 143%. This one, we're now going to wait for it to come in. Maybe we give it a week, and then we'll take a look. But I'm not against Oklo, and I can't be because I'm very pro-nuclear and I do like the uranium stocks too. I do not expect anything short-term, but I know that a headline would move that thing up 25%.' While we acknowledge the potential of OKLO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
2 hours ago
- Business
- Yahoo
UnitedHealth Stock Spirals Lower Again. Don't Buy the Dip.
UnitedHealth Group (UNH) stock has plummeted nearly 4% in premarket trading after the insurance giant disclosed Department of Justice investigations into its Medicare program participation. The company says it's now complying with formal criminal and civil requests from the DOJ, confirming reports that have contributed to its substantial year-to-date decline of 44.3%. UNH's 50-day moving average is now on the cusp of crossing below its 20-day counterpart, with the shares on pace to revisit their May lows. More News from Barchart NVDA Broken Wing Butterfly Trade Targets A Profit Zone Between 150 and 160 Is Opendoor Stock a Buy at New 52-Week Highs? Billionaire Peter Thiel is Betting Big on Stablecoins. Should You Buy the "MicroStrategy of Ethereum," Too? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! The insurer's Medicare and retirement segment, which includes the Medicare Advantage business, represents its largest revenue stream, having generated $139 billion in sales last year. The negative reaction in the stock today reflects growing investor concerns about potential regulatory risks and compliance costs affecting one of the largest healthcare companies in the United States. What's Driving UNH Stock Down? This development adds to an already challenging period for UnitedHealth, which has been grappling with rising medical costs and a sudden CEO change. Now, the outcome of the DOJ investigation could have further significant material implications for UNH's future operations and financial performance. Despite the ongoing investigation, UnitedHealth cites independent audits by the Centers for Medicare & Medicaid Services that confirm their practices are among the industry's most accurate. Additionally, a court-appointed Special Master has concluded there was no evidence to support claims of wrongdoing in a previous decade-long civil challenge. The company has taken proactive measures by initiating third-party reviews of its policies, practices, and processes related to risk assessment coding, managed care practices, and pharmacy services. What Should UNH Investors Do? The situation presents significant uncertainty for investors, particularly given the critical nature of the Medicare business to UnitedHealth's overall revenue structure. While the company maintains full confidence in its practices and has committed to cooperating with the DOJ throughout the process, the stock's continued decline suggests that investors are pricing in further regulatory downside. However, Wall Street analysts remain surprisingly upbeat on UNH. The number of 'Strong Buy' ratings on the stock stands at 15 out of 24 total recommendations, down from 21 'Strong Buys' a few months ago, for a consensus 'Moderate Buy' from brokerage firms. While UNH stock looks cheap at current levels, trading at a discounted valuation of 13.9x forward earnings, value investors may want to look elsewhere for bargains, as the insurance giant continues to offer a relatively lopsided risk profile with the massive overhang of the DOJ probe. This article was created with the support of automated content tools from our partners at Together, our financial data and AI solutions help us to deliver more informed market headline analysis to readers faster than ever. On the date of publication, Elizabeth H. Volk did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
2 hours ago
- Business
- Yahoo
Avantor, Inc. (AVTR): A Bull Case Theory
We came across a bullish thesis on Avantor, Inc. on by Teton0321. In this article, we will summarize the bulls' thesis on AVTR. Avantor, Inc.'s share was trading at $12.34 as of July 21st. AVTR's trailing and forward P/E were 11.87 and 11.98, respectively according to Yahoo Finance. Avantor (AVTR) appears deeply oversold, with stock sentiment bombed out on both industry and company-specific concerns, leaving minimal downside to estimates versus material upside from fundamentals or a potential takeout. Shares have dropped 42% in recent months, despite only modest 2–6% reductions in 2025–2026 revenue and EPS estimates. Market derating has been driven by extended post-COVID destocking, muted biotech M&A, NIH funding pressures, tariffs, and a messy Q1 update compounded by leadership transition and unclear messaging. Recent developments signal improving visibility: CEO commentary has bracketed tariff impacts as immaterial, the CFO has confirmed mitigation through supply-chain moves and pricing, and key bioprocessing and tools end markets have stabilized. The Lab Solutions division, half of earnings and two-thirds of revenue, now has proven leadership under Corey Walker, whose prior tenure at Avantor and ILC Dover demonstrated a track record of market share gains. Lab Solutions enjoys durable moats, with 80–85% recurring revenues, daily customer integration, and high regulatory and switching costs, while the Bioscience Production unit, though smaller, is the company's margin and growth engine with entrenched positions in biologics, GLP-1, CGT, and mAbs. Insiders have bought shares, new golden parachutes were adopted, and prior court filings disclosed strategic interest from Ingersoll-Rand at 17x EBITDA ($25/share, a potential double). With high free cash flow, low capital intensity, and double-digit ROIC, AVTR is positioned for rerating toward a high-teens earnings multiple ($20/share) if fundamentals merely stabilize, with catalysts including steady earnings, Lab Solutions recovery, and potential M&A unlocking value. Previously, we covered a on Alcon Inc. (ALC) by Kontra Investment Xchange in December 2024, which highlighted its dominance in ophthalmology through Surgical and Vision Care segments and a promising pipeline. The stock has depreciated about 1.66% since sentiment softened, yet the thesis holds. Teton0321 shares a contrarian view, emphasizing Avantor's undervaluation, improving fundamentals, and rerating potential from strategic interest. Avantor, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held AVTR at the end of the first quarter which was 39 in the previous quarter. While we acknowledge the potential of AVTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
3 hours ago
- Business
- Yahoo
Arvinas, Inc. (ARVN): A Bull Case Theory
This stock is one of several featured in our latest research. For more small-cap opportunities with asymmetric return potential, read our free article: 10 Promising SmallCap Stocks Under $1 Billion Market Cap. We came across a bullish thesis on Arvinas, Inc. on by Ray Palmer. In this article, we will summarize the bulls' thesis on ARVN. Arvinas, Inc.'s share was trading at $7.59 as of July 16th. Photo by Myriam Zilles on Unsplash Arvinas (ARVN) presents a compelling deep value investment, trading at $6.50 despite holding $954M in cash ($13/share), significantly exceeding its market cap. Beyond cash, Arvinas owns a Novartis-partnered asset that brought in $150M upfront, with a risk-adjusted NPV estimated at $300M ($4/share). Its breast cancer drug, vepdegestrant (vepdeg), though no longer a blockbuster candidate, retains meaningful value as a second-line treatment for mutant patients—a smaller but high-value market. The company estimates a sum-of-the-parts valuation north of $20/share, though corporate overhead currently drags on that value. The opportunity exists due to a combination of investor disillusionment and strategic missteps. Vepdeg's Phase 3 data, announced in March, showed no efficacy in wild-type patients, capping its commercial scope. Pfizer, Arvinas's partner, subsequently cancelled combo trials, but notably retained involvement through a Phase 1 combo study it fully funds and prominently featured vepdeg in its ASCO plans—suggesting continued interest. A near-term catalyst is ASCO's full data reveal, where Arvinas has teased best-in-class potential in mutant breast cancer. A second catalyst could be Pfizer assuming full commercialization duties under existing partnership terms, avoiding Arvinas's inefficient standalone approach. If Pfizer declines, selling the asset becomes the most viable path. Activism remains a third catalyst. Insider ownership is minimal, executive compensation is excessive, and the cost structure hasn't adapted to the company's diminished scope. An activist could drive governance reforms, prevent value-destructive commercialization attempts, and push for a return of excess cash to shareholders. With a large margin of safety and multiple catalysts, Arvinas offers an attractive asymmetric risk/reward setup. Previously we covered a on Relay Therapeutics, Inc. by Steve Wagner in May 2025, which highlighted the company's strategic pivot to focus solely on RLY-2608, supported by deep cost cuts and a strong cash runway through 2029. The company's stock price has appreciated approximately by 15% since our coverage. This is because early clinical data validated RLY-2608's potential. The thesis still stands as the lead program advances into pivotal trials. Ray Palmer shares a similar view on the breast cancer space but emphasizes Arvinas's undervaluation, cash-rich balance sheet, and activist-driven upside. Arvinas, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held ARVN at the end of the first quarter which was 32 in the previous quarter. While we acknowledge the potential of ARVN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
