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5 Stocks Cathie Wood Just Bought on the Dip
5 Stocks Cathie Wood Just Bought on the Dip
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Aggressive growth fund manager Cathie Wood is among the most-watched investors in the game right now. Known for her big bets on innovation, Wood has transformed how many investors think about positioning portfolios. Accordingly, this year's incredible decline among some top Cathie Wood stocks has certainly shaken many in the growth investor bucket.
But not Cathie Wood. In typical form, Wood was in buying mode yesterday, during the single worst day in the stock market since the onset of the pandemic. What's more, Wood decided to significantly increase stakes in underperforming stocks, while trimming winners.
Roku (NASDAQ:ROKU), Zoom (NASDAQ:ZM), Butterfly Network (NYSE:BFLY), DraftKings (NASDAQ:DKNG) and UiPath (NYSE:PATH) were among Wood's key buys yesterday. These companies are all down meaningfully from their peaks as investors reposition their portfolios toward defensive names.
So, is now the time for retail investors to buy the dip? Let's discuss.
Is It Time to Double Down on Cathie Wood Stocks?
It's worth noting that Cathie Wood, along with many growth fund managers, used yesterday's selloff to beef up positions nearly across the board. The five aforementioned companies were part of a group of 27 growth stocks Wood added to. That's a significant vote of confidence in the long-term potential of these holdings.
Interestingly, Wood also took some cream off of winning positions yesterday, with about 1.6 million shares of Signify Health (NYSE:SGFY) sold to fund these purchases. Like other growth fund managers, Wood has seen some periodic outflows this year. She has often been forced to recalibrate buys with sells, from time to time.
For many growth investors, the big question around where valuations will settle still remains pertinent. Inflation is high and bond yields continue to rise. For those plugging in growth metrics into a discounted cash flow (DCF) model, higher interest rates explicitly require lower outputs for valuation for such growth companies. That's not good, particularly for investors looking to hold companies that may not be profitable for years to come.
In this environment, I think it's best to take a cautious approach. That said, the best time to buy is when everyone else is selling. Perhaps limping into a few Cathie Wood stocks (I happen to like Zoom right now) at these depressed valuations makes sense. However, like anything, being selective is key. Many high-growth stocks may have trouble navigating this cycle — a cycle that may last longer than many anticipate.
On the date of publication, Chris MacDonald did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
Chris MacDonald's love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.
The post 5 Stocks Cathie Wood Just Bought on the Dip appeared first on InvestorPlace.
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股票市场新闻、股票建议和交易提示
Aggressive growth fund manager Cathie Wood is among the most-watched investors in the game right now. Known for her big bets on innovation, Wood has transformed how many investors think about positioning portfolios. Accordingly, this year's incredible decline among some top Cathie Wood stocks has certainly shaken many in the growth investor bucket.
积极增长基金经理凯西·伍德目前是这场游戏中最受关注的投资者之一。伍德以在创新上下大赌注而闻名,她改变了许多投资者对投资组合定位的想法。因此,一些顶级凯西木业股票今年令人难以置信的跌幅肯定动摇了成长型投资者中的许多人。
But not Cathie Wood. In typical form, Wood was in buying mode yesterday, during the single worst day in the stock market since the onset of the pandemic. What's more, Wood decided to significantly increase stakes in underperforming stocks, while trimming winners.
但不是凯西·伍德。昨日,伍德处于买入状态,这是自疫情爆发以来股市表现最差的一天。此外,伍德决定大幅增持表现不佳的股票,同时削减赢家的股票。
Roku (NASDAQ:ROKU), Zoom (NASDAQ:ZM), Butterfly Network (NYSE:BFLY), DraftKings (NASDAQ:DKNG) and UiPath (NYSE:PATH) were among Wood's key buys yesterday. These companies are all down meaningfully from their peaks as investors reposition their portfolios toward defensive names.
罗库(纳斯达克:Roku),缩放(纳斯达克:ZM), 蝴蝶网络(纽约证券交易所代码:BFLY),DraftKing(纳斯达克:DKNG)和UiPath(纽约证券交易所股票代码:PATH)是伍德昨天重点买入的股票之一。随着投资者将投资组合转向防御性公司,这些公司的股价都从峰值大幅回落。
So, is now the time for retail investors to buy the dip? Let's discuss.
那么,现在是散户去抄底的时候了吗?让我们来讨论一下。
Is It Time to Double Down on Cathie Wood Stocks?
是时候在凯西·伍德股票上加倍下注了吗?
It's worth noting that Cathie Wood, along with many growth fund managers, used yesterday's selloff to beef up positions nearly across the board. The five aforementioned companies were part of a group of 27 growth stocks Wood added to. That's a significant vote of confidence in the long-term potential of these holdings.
值得注意的是,凯西·伍德和许多成长型基金经理利用昨日的抛售几乎全面增持了头寸。上述五家公司是伍德增加的27只成长股中的一部分。这是对这些资产的长期潜力投下的重大信任票。
Interestingly, Wood also took some cream off of winning positions yesterday, with about 1.6 million shares of Signify Health (NYSE:SGFY) sold to fund these purchases. Like other growth fund managers, Wood has seen some periodic outflows this year. She has often been forced to recalibrate buys with sells, from time to time.
有趣的是,伍德昨天也从赢家头寸中剥离了一些奶油,持有约160万股象征健康(纽约证券交易所代码:SGFY)出售,为这些收购提供资金。与其他成长型基金经理一样,Wood今年也出现了一些周期性的资金外流。她经常被迫不时地重新调整买入和卖出。
For many growth investors, the big question around where valuations will settle still remains pertinent. Inflation is high and bond yields continue to rise. For those plugging in growth metrics into a discounted cash flow (DCF) model, higher interest rates explicitly require lower outputs for valuation for such growth companies. That's not good, particularly for investors looking to hold companies that may not be profitable for years to come.
对于许多成长型投资者来说,估值将稳定在哪里的大问题仍然是相关的。通胀居高不下,债券收益率持续上升。对于那些将增长指标融入贴现现金流(DCF)模型的人来说,较高的利率显然需要较低的产出来对此类成长型公司进行估值。这不是好事,尤其是对于希望持有未来几年可能无利可图的公司的投资者来说。
In this environment, I think it's best to take a cautious approach. That said, the best time to buy is when everyone else is selling. Perhaps limping into a few Cathie Wood stocks (I happen to like Zoom right now) at these depressed valuations makes sense. However, like anything, being selective is key. Many high-growth stocks may have trouble navigating this cycle — a cycle that may last longer than many anticipate.
在这种环境下,我认为最好采取谨慎的做法。也就是说,买入的最佳时机是其他所有人都在卖出的时候。或许,以如此低迷的估值一瘸一拐地买入几只凯西·伍德的股票(我现在碰巧喜欢Zoom)是有意义的。然而,就像任何事情一样,挑剔是关键。许多高增长股票可能难以驾驭这一周期--这一周期的持续时间可能比许多人预期的要长。
On the date of publication, Chris MacDonald did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
截至发稿之日,克里斯·麦克唐纳并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点,受InvestorPlace.com发布指南的约束。
Chris MacDonald's love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.
克里斯·麦克唐纳对投资的热爱促使他攻读了金融MBA学位,并在过去15年里在企业融资和风险投资领域担任过多个管理职务。他过去担任金融分析师的经验,加上他热衷于寻找被低估的增长机会,有助于他保守的长期投资视角。
The post 5 Stocks Cathie Wood Just Bought on the Dip appeared first on InvestorPlace.
凯西·伍德刚刚在The Dip上买入的Post 5股票首先出现在InvestorPlace上。
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在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
风险及免责提示
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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