The Ivy

March 10 2023

This David Einhorn Stock Pays a 10.6% Dividend Yield

David Einhorn started Greenlight Capital in 1996 with $1 million in seed capital. Since then, his fund has grown to manage over $5 billion in assets under management.

Einhorn is famous for seeking out undervalued companies and holding them for the long term. He first gained notoriety for his successful short-selling of Lehman Brothers stock prior to its collapse during the financial crisis of 2008.

March 8 2023

Investment Alert: 32.5% Upside In Under-the-Radar Healthcare Stock

G O’Fiachra The Ivy

Ivy Investment Alert: Buy Henry Schein Under $80/share

Disclaimer: Ivy Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.

Key Points

Henry Schein is a healthcare solutions provider that has consistently delivered stable revenues and positive operating income for the past decade.

March 6 2023

Will ChatGPT Smash Google?

G O’Fiachra The Ivy

After its launch in late 2022, ChatGPT quickly became the talk of the town, amassing an enormous following that persists to this day. Developed by OpenAI, this chatbot sparked a frenzy that drove up the prices of related stocks. For instance, C3.ai Inc (AI) shares surged in response to the ChatGPT hype.

Microsoft (MSFT) announced a $10 billion investment in ChatGPT.

March 3 2023

Is Bill Gates Most Undervalued Stock A Cigar Butt Stock?

G O’Fiachra The Ivy

As you might expect of Bill Gates’ portfolio, Microsoft makes up the lion’s share of the holdings. A full 26.9% of his $33.9 billion equity portfolio is held in Microsoft stock.

A close second is Berkshire Hathaway, which represents 23.3% of his portfolio. That too doesn’t come as much of a surprise given his long-held relationship with Warren Buffett and his advocacy for value investing.

March 1 2023

1 Growth Stock to Rise 34.2%?

G O’Fiachra The Ivy

As a leading player in the field of robotic process automation, UiPath (PATH) holds the potential for tremendous growth (and shareholder value creation) in a rapidly expanding market.

But the real question is, will the company be able to capitalize on this opportunity and deliver long-term rewards for those who remain loyal shareholders?

February 27 2023

Investment Alert: 26.1% Upside In Wide Moat Buffett Style Stock

G O’Fiachra The Ivy

Ivy Investment Alert: Buy Equifax Under $200/share

Key Points

Equifax has a sustainable competitive advantage with a “wide moat”

February 24 2023

Apple’s Next Billion Dollar Opportunity

G O’Fiachra The Ivy

When you think of Apple (AAPL), key people and products come to mind. Steve Jobs, iPhones, and MacBooks. And while these certainly represent Apple, they only scratch the surface of what the company is today and what it plans to become.

From iCloud to Apple Podcasts and Apple TV+,

February 22 2023

Ivy Investment Alert: Energy Stock 32% Upside

G O’Fiachra The Ivy

In this Ivy Investment Alert, I cover why Cenovus Energy (CVE) is a good buy under $19 per share.

A summary of compelling tailwinds to justify the buy include:

Aggressive management share buyback, suggesting leadership believes shares are undervalued
Strong cash flows and earnings to cover dividend payments to shareholders and interest on balance sheet respectively
Valuation: 32% upside

February 20 2023

Buffett Sell-to-Buy Ratio Reveals Terrifying Omen

G O’Fiachra The Ivy

Some of the old adages from the Oracle of Omaha, Warren Buffett, include “Buy for the long-term”, “You can’t time the market” and “Never bet against America.”

With that backdrop, Buffett’s latest moves – or at least those of Buffett and his lieutenants – should create shock waves across the investment community.

February 17 2023

Market Crash to Start NOW?

G O’Fiachra The Ivy

When the market crashed in 2020, COVID was cited as the cause. A contagious virus was contaminating people across the globe. Businesses were shut down. In some nations, travel restrictions extended to being unable to drive more than 3 miles without encountering checkpoints. In anticipation of a global collapse of enterprise and transactions of goods and services,

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