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This Fund Manager Seeks ‘Growth At A Reasonable Price’: Here Are Some Of His Picks

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Thu, Dec 15, 2022 04:02 PM

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| U.S. equities have been rallying since mid-October, but can the energy sector hold onto the tremen

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() [This Fund Manager Seeks ‘Growth At A Reasonable Price’: Here Are Some Of His Picks](=) U.S. equities have been rallying since mid-October, but can the energy sector hold onto the tremendous gains it has enjoyed this year? The sector is up 54% year to date, while the broader market is down by about 17%. In a recent interview with ValueWalk, Thomas Samuelson of Vineyard Global, an investment management firm that […] [Read More](=) [NVIDIA vs AMD: Which Is Better For 2023?]() Semiconductors have had a brutal year but it looks like the low is in. NVIDIA shares are more likely to outperform when the going is good. AMD shares feel more like a good bargain at current levels though. After a brutal year in the semiconductor space, things are starting to look up as we round […] [Read More]() [REV Group Leads Specialty Vehicle Manufacturers Higher]( REV Group is executing well in a time of troubled supply chains and inflation. The guidance for 2023 is better than expected and opens the door for outperformance as well. The stock is ready to reverse and may gain upwards of 50% in the next few quarters. REV Group (NYSE:REVG) has been struggling with supply […] [Read More]( [Can FDA Approval Bolster DexCom?](=) DexCom, Inc recently received FDA approval for their new G7 continuous glucose monitor The improved device–and the relationships it is helping them build-show great promise for the future. DexCom stock has been struggling, but this news may be a catalyst. DexCom, Inc. (NASDAQ:DXCM) is a continuous glucose monitoring (CGM) company. In early December, they received approval […] [Read More](=) [Icahn Gets Crown (CCK) Backing For Two Board Seats in Standstill Agreement]( Carl Icahn filed a 13DA with the U.S. Securities and Exchange Commission on Tuesday, revealing an agreement with Crown Holdings, Inc. (NYSE:CCK) via which the company nominated his representatives Jesse Lynn and Andrew Teno on its slate of 2023 director nominations. Icahn also reached a standstill agreement with Crown in exchange for the director picks […] [Read More]( [Economic Data Indicate A Soft Landing In 2023, But Tech To Suffer Significantly]( For Growth, CEOs Must Carefully Manage Price Increases, Labor, Inventory Levels Houston, Texas – Chief Outsiders, the nation’s largest and fastest growing firm offering fractional Chief Marketing Officer services with Fortune 500 experience, today hosted a live discussion with ITR Economics to assess business demand in 2023. Leading economic indicators were analyzed to ascertain what […] [Read More]( [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2022 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe](Unsubscribe) | [Manage Subscription Preferences]( 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523

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