Micron Technology, Inc.’s (MU) stock plunged by roughly 50% from its May 2018 high of roughly $62 to a December low of $29. Thus far, 2019 has been a better year, with the stock rising by 32%. However, the equity saw some very notable investors significantly reduce their holdings in the fourth quarter of 2018. […]

The shares of Amazon.com Inc. (AMZN) have been range bound for months. What may be most surprising is that Amazon’s stock is still 17% off its September highs, despite a broader market recovery. However, Amazon’s stock has increased more than 26% off its December 24, 2018 lows, despite the S&P 500’s climb of 20%; this […]

Third Point, LLC was active during the fourth quarter of 2018, that’s for sure. The hedge fund run by famed investor Daniel Loeb liquidated some large holdings during the quarter in some rather well-known stocks. However, what appears to be just as impressive is the companies the hedge fund decided to buy, or the lack thereof. It would suggest the fund may be hoarding quite a bit of cash, waiting to deploy.

The shares of Boeing Co. (BA) have nearly tripled over the past three years, but investors were still flocking into the stock in the third quarter. It turned out to be a good bet because the stock has fallen about 7%, outperforming the broader S&P 500’s decline of 9% since the beginning of October. The stock has primarily become a proxy for the U.S. trade war with China, and now with signs of the trade war potentially coming to an end, Boeing’s stock may benefit.

Lowe’s Companies Inc.’s (LOW) stock has had a bumpy road since September, falling 17% from its all-time high. That is in-line with home improvement peer Home Depot Inc. (HD), but worse than the S&P 500’s decline of 12%. The shares of Lowe’s fell with the broader stock market on fears of an economic slowdown and an overly aggressive Federal Reserve. Couple that with rising mortgage rates and slower home sales, it spelled out trouble for Lowe’s.