The United States economy is full of innovation. PYPL,SHOP,FIS,NVDA,LYFT,AMD,ADBE,SPLK,HUBS,MRVL Here are the top 10 results, suggesting attractive valuations. We used the Argus Research Screening Tool and applied the following criteria: the stocks must be in the Technology sector must be rated BUY at Argus must carry an Argus Financial Strength rating of Medium-High or High and must trade at least 30% below their 52-week high. For this week's list, we did exactly that in beaten-down Technology. Rather, we advise that shareholders look for companies with strong managements, desirable products or services, and solid track records. When stock values pull back, especially far back, it usually is not a good time for investors to retreat. Many Tech stocks, which are traditionally growth stocks, now offer both growth and value characteristics. During the very tough 2022 for almost all equities, the Technology sector was one of the hardest hit groups. One silver lining of a down market is that stocks become more affordable. NFLX,PYPL,META,GPN,PARA,HCA,NYT,IVZ,FIS,OXY,TSLA,CAT,ATVI,SPLK,EQIX,ISRG,GE,CRM,AIG,MAR Based on data from Vickers, here are some recent new purchases and key holdings of activist investors, as well as other high-profile money managers such as Warren Buffet of Berkshire Hathaway and Ken Griffin of Citadel Advisors LLC. Activists have made progress in the past quarter with high-profile investments into blue-chip companies such as Walt Disney and Salesforce. Activist investing has evolved in recent years and is now less about generating a short-term return on an underpriced stock and more about achieving long-term returns through an active management/investor partnership. We like to review the 13Fs of the major activist investors, including Carl Icahn, Trian Fund Management, Jana Partners, and ValueAct Holdings, among others, in order to determine their core holdings and new purchases. Form 13-Fs, which institutions must file to report their holdings, are due 45 days after the end of calendar quarters, and have now come in for 4Q22. Vickers Stock Research, a subsidiary of The Argus Research Group, tracks and analyzes insider trading and institutional stock ownership trends.
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