Time to Let Go of Long Positions in Comcast Corp (CMCSA)?
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they sold their position in Comcast Corporation (NASDAQ: CMCSA) because of the uncertainties they saw in the company. Comcast Corporation is a telecommunications conglomerate that currently has a $237.5 billion market cap. For the past 3 months, CMCSA delivered a decent 21.20% return and settled at $48.42 per share at the closing of January 27th.
Should Profits in Paycom (PAYC) be Secured Now?
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they took profits and sold their position in Paycom Software, Inc. (NYSE: PAYC) because they think that the price appreciation of the company is only for the short term and that its best to secure profits as of now. Paycom Software, Inc. is an online payroll and human resource technology provider that currently has a $22.6 billion market cap. For the past 3 months, PAYC delivered a 5.51% return and settled at $376.46 per share at the closing of January 27th.
‘Bentley (BSY) is a Worthy Watchlist Stock’ Says Cooper Investors
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they took profits and sold their position in Bentley Systems, Incorporated (NASDAQ: BSY) because they are already contented with their gains in the short term. Bentley Systems, Incorporated is a software development company that currently has an $11.2 billion market cap. For the past 3 months, BSY delivered a decent 19.04% return and settled at $41.46 per share at the closing of January 28th.
Workday Inc. (WDAY) has Promising Fundamentals in Line
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they acquired a position in Workday, Inc. (NASDAQ: WDAY) because they see great fundamentals in the company. Workday, Inc. is a financial and human capital management software company that currently has a $54.5 billion market cap. For the past 3 months, WDAY delivered a 4.98% return and settled at $223.45 per share at the closing of January 27th.
Take Profit Season for Estée Lauder (EL)?
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they took profits and sold their position in The Estée Lauder Companies Inc. (NYSE: EL) because they think that the price appreciation of the company is only for the short term. The Estée Lauder Companies Inc. is a premier makeup, skin care, fragrance and hair products manufacturing company that currently has a $89 billion market cap. For the past 3 months, WDAY delivered a decent 10.29% return and settled at $235.85 per share at the closing of January 27th.