The Ivy

March 20 2023

Investment Alert: 31.9% Upside In Healthcare Stock

Ivy Investment Alert: Buy Medtronic 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.

Famously, Warren Buffett once said he looked out on the road and mused “if only I could set up a toll to capture a nickel from each car,

March 17 2023

$103 Price Target For This Low-Priced Stock

G O’Fiachra The Ivy

Ivy Investment Alert: Buy Datadog Under $65/share; Sell $85

Datadog offers a software platform for monitoring and analyzing the performance of cloud software infrastructure.

March 15 2023

Buffett Bets $66 Billion On Stock (Not Apple)

G O’Fiachra The Ivy

Since 2018, Warren Buffett and Charlie Munger have been acquiring shares of a company that is not disclosed in Berkshire Hathaway 13F filings. In its most recent disclosures, Berkshire revealed it had bought shares of Apple, Louisiana Pacific and Paramount Global, while dumping shares of Taiwan Semiconductor, US Bancorp, Bank of New York Mellon, Chevron,

March 13 2023

The Silicon Valley Bank Crisis Explained

G O’Fiachra The Ivy

Silicon Valley Bank wasn’t an ordinary bank. It became the go-to bank for venture-funded technology startups in the most fertile business environment for innovation over the past 50 years, Silicon Valley.

As business boomed over the past few years, Silicon Valley Bank made a big bet; it would invest in a virtual risk-free investment: government debt.

March 10 2023

This David Einhorn Stock Pays a 10.6% Dividend Yield

G O’Fiachra The Ivy

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

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?