Top Ideas From The 2019 Sohn Conference: AerCap, Cigna, 3M, Zillow And More
Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays.
“Neither has consumer-facing businesses, and both have terrible news. AerCap operates in a growing industry with a favorable outlook,” he said. “We think the market has it wrong.”
Firefly Value Partners is short Community Health Systems (NYSE:CYH) and forecasts a bankruptcy filing within the next few years. By Heslop’s assessment, it’s taken on too much debt after an “acquisition binge.”
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Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays. #Sohn2019
— Benzinga.com (@Benzinga) May 7, 2019
Robbins recommends buying hospitals, HCA Healthcare Inc (NYSE:HCA) and HMO-related companies, such as Humana Inc (NYSE:HUM), UnitedHealth Group Inc (NYSE:UNH), Tenet Healthcare Corp (NYSE:THC) and his group favorite, Cigna Corp (NYSE:CI).
The manager of Valiant Capital is long Zillow Group Inc Class A (NASDAQ:ZG) for its high traffic volume and competitive position in real estate.
“We think there’s another big stair-step for this business coming,” Hansen said.
“I think its safety profile is real and sustainable,” founder Chen said.
Photo by Acroterion/Wikimedia.
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