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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-股票市場新聞、股票建議和交易提示
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.
積極增長基金經理凱西·伍德目前是這場遊戲中最受關注的投資者之一。伍德以在創新上下大賭注而聞名,她改變了許多投資者對投資組合定位的想法。因此,一些頂級凱西木業股票今年令人難以置信的跌幅肯定動搖了成長型投資者中的許多人。
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.
但不是凱西·伍德。昨日,伍德處於買入狀態,這是自疫情爆發以來股市表現最差的一天。此外,伍德決定大幅增持表現不佳的股票,同時削減贏家的股票。
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.
羅庫(納斯達克:Roku),縮放(納斯達克:ZM), 蝴蝶網絡(紐約證券交易所代碼:BFLY),DraftKing(納斯達克:DKNG)和UiPath(紐約證券交易所股票代碼:PATH)是伍德昨天重點買入的股票之一。隨着投資者將投資組合轉向防禦性公司,這些公司的股價都從峯值大幅回落。
So, is now the time for retail investors to buy the dip? Let's discuss.
那麼,現在是散户去抄底的時候了嗎?讓我們來討論一下。
Is It Time to Double Down on Cathie Wood Stocks?
是時候在凱西·伍德股票上加倍下注了嗎?
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,凱西·伍德和許多成長型基金經理利用昨日的拋售幾乎全面增持了頭寸。上述五家公司是伍德增加的27只成長股中的一部分。這是對這些資產的長期潛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,伍德昨天也從贏家頭寸中剝離了一些奶油,持有約160萬股象徵健康(紐約證券交易所代碼:SGFY)出售,為這些收購提供資金。與其他成長型基金經理一樣,Wood今年也出現了一些週期性的資金外流。她經常被迫不時地重新調整買入和賣出。
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.
對於許多成長型投資者來説,估值將穩定在哪裏的大問題仍然是相關的。通脹居高不下,債券收益率持續上升。對於那些將增長指標融入貼現現金流(DCF)模型的人來説,較高的利率顯然需要較低的產出來對此類成長型公司進行估值。這不是好事,尤其是對於希望持有未來幾年可能無利可圖的公司的投資者來説。
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.
在這種環境下,我認為最好採取謹慎的做法。也就是説,買入的最佳時機是其他所有人都在賣出的時候。或許,以如此低迷的估值一瘸一拐地買入幾隻凱西·伍德的股票(我現在碰巧喜歡Zoom)是有意義的。然而,就像任何事情一樣,挑剔是關鍵。許多高增長股票可能難以駕馭這一週期--這一週期的持續時間可能比許多人預期的要長。
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.
截至發稿之日,克里斯·麥克唐納並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點,受InvestorPlace.com發佈指南的約束。
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·麥克唐納對投資的熱愛促使他攻讀了金融MBA學位,並在過去15年裏在企業融資和風險投資領域擔任過多個管理職務。他過去擔任金融分析師的經驗,加上他熱衷於尋找被低估的增長機會,有助於他保守的長期投資視角。
The post 5 Stocks Cathie Wood Just Bought on the Dip appeared first on InvestorPlace.
凱西·伍德剛剛在The Dip上買入的Post 5股票首先出現在InvestorPlace上。
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在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
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