Oaktree is a global investment management firm focused on alternative markets and is best known for its distressed investments portfolio.
SVU
6 posts
I believe the stock is at or near a bottom and is moving forward with a turnaround under the guidance of CEO Craig R. Herkert.
This time of year always seems to be finicky in the markets so it is important to rely on the fundamentals and your thesis.
I reduced the portfolio’s heavy concentration in MS at a positive gain to employ into BBY and SVU after significant drops in those positions.
Morgan Stanley and BMO analysts downgraded several grocery stocks today, causing their stock values to recede substantially. Morgan Stanley downgraded both SUPERVALU INC (NYSE: SVU) and Safeway Inc (NYSE: SWY), while BMO downgraded Whole Foods Market Inc (NASDAQ: WFMI). Losses in the sector weren’t restricted to just those downgraded positions. […]