Ziff Davis, Inc. has seen significant changes in its stock holdings, with UBS Asset Management reducing its stake by 79.1% in the third quarter. The company currently holds a "Moderate Buy" rating among analysts, with a consensus target price of $69.71. Despite fluctuations, institutional investors own 99.76% of the stock, reflecting strong interest in the digital media and internet sector.
Dimensional Fund Advisors LP increased its Halliburton stake by 20% in Q2, now holding over 10 million shares valued at $340.75 million. UBS Group downgraded Halliburton to a "neutral" rating with a target price of $34, while analysts maintain a "Moderate Buy" rating overall. The company reported a quarterly EPS of $0.73, missing estimates, with revenue down 1.8% year-over-year.
Box, Inc. shares opened at $32.50, with a market cap of $4.65 billion and a P/E ratio of 40.63. Insiders have sold 51,500 shares worth $1.7 million in the last ninety days, while UBS Asset Management reduced its holdings by 45.5%, now owning 0.26% of the company. Analyst ratings vary, with a "Moderate Buy" consensus and target prices ranging from $21 to $42.
UBS Asset Management Americas LLC increased its stake in Assured Guaranty Ltd. by 112.9% in Q3, owning 216,912 shares valued at $17.25 million. The company reported a Q3 EPS of $2.42, surpassing estimates, and declared a quarterly dividend of $0.31 per share. Analysts have raised target prices, with Keefe, Bruyette & Woods setting it at $105.00.
Diversification remains crucial in portfolio management, particularly with alternatives like hedge funds and real estate, which offer uncorrelated returns. However, the evolving financial landscape demands a nuanced approach to diversification, balancing risk reduction with the need for unique market access. The shift from traditional investment strategies to more complex, multi-manager frameworks highlights the importance of adapting to new economic realities post-COVID.
Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.
