Cathie Wood sells ARK's high-conviction names even as she implies it's time to buy them

seekingalpha2021-12-16

Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking ...

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精彩评论

hmmwvms
2021-12-18
hmmwvms
It's her call
koolgal
2021-12-17
koolgal
ARKK is Cathie Woods' baby and I am sure whatever she does is for the good of her funds. It is a tough job to pick winners consistently but she tries her utmost best. Go Cathie! 🚀🚀🚀🌙🌙🌙
- koolgal:
  That's a lovely compliment. Thanks.
- koolgal:
  Thanks
- b1uesky:
  agreed. When u do anything, people will always have something to say.
- AhCheng:
  Likes
- koolgal:
  Thanks
Venus_M
2021-12-16
Venus_M
She'll buy them back next year? 🤔 after year end profit reporting
BlueDaisy
2021-12-16
BlueDaisy
Year end window dressing. She needs to show results.
Hayz
2021-12-16
Hayz
KPI lah
Dawang
2021-12-16
Dawang
Booking in yr end profits. Esp window dressing period for funds
- ngckkk:
  okkk

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However, a Seeking ...</p>\n\n<a href=\"https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://seekingalpha.com/news/3780299-cathie-wood-sells-high-conviction-names","article_id":"1136577431","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1136577431","pubTimestamp":1639633732,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ar","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉","ROKU":"Roku Inc","TDOC":"Teladoc Health Inc.","ARKK":"ARK Innovation ETF","SHOP":"Shopify Inc","SQ":"Block"},"translate_title":"凯茜·伍德出售方舟的高可信度名字，尽管她暗示是时候买它们了","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKK":0.9,"ROKU":0.9,"SHOP":0.9,"SQ":0.9,"TDOC":0.9,"TSLA":0.9},"content_text":"Ark Invest's Cathie Wood said in a recent interview that when her firm's funds are losing ground, Ark looks to gear its positions towards the company's highest-conviction stocks. However, a Seeking Alpha analysis of Wood's voluntary trade disclosures shows that she's actually been dumping some of her high-conviction names in recent days instead of buying them.\nWood told Bloomberg TV in an interview last week that \"especially in periods where our style is out of favor... what we usually do is consolidate our holdings towards our highest-conviction names. [Those] are the names in our top 10 -- so the Tesla(NASDAQ:TSLA), the Roku(NASDAQ:ROKU), Teladoc Health(NYSE:TDOC), Square(NYSE:SQ), Shopify(NYSE:SHOP)and so forth.\"\nHowever, a review of trading records that Ark voluntarily releases every day shows that Wood hasn't actually been buying any of the high-conviction names she mentioned other than ROKU, and has instead dumped shares of TSLA and SHOP:\n\n\nArk Funds Have Been Falling\n\nAn Ark spokeswomen didn't immediately have any comment on the firm's moves, but the trades appear to go against what Wood told Bloomberg her strategy is for periods where Ark funds are sinking.\nFrom Dec. 9-14, ARK Innovation ETF(NYSEARCA:ARKK)is -7%, ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)lost 4.7%, ARK Next Generation Internet ETF(NYSEARCA:ARKW)is down 9.1%, ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)shed 3.3%, ARK Fintech Innovation ETF(NYSEARCA:ARKF)is -8% and ARK Space Exploration & Innovation ETF(BATS:ARKX) -2.6%.\nWood's interview with Bloomberg TV seemed to imply that in such down periods, Ark will buy more of the firm's high-conviction names instead of selling them.\n“When traditional asset managers are managing their portfolios in a risk-off situation, they’re diversifying to get closer to their indexes,\" the Ark chief said. \"They’re buying index stocks and they’re selling our [high-conviction] stocks, so we are there to pick up the pieces.”\n\nSuch Moves Aren't Necessarily Illegal\n\nRachel Spooner, a Boston College Carroll School of Management securities-law professor and a former clerk for a U.S. District Court judge in the Southern District of New York, told Seeking Alpha that Ark can sell stocks that Wood implied she was buying without necessarily breaking any statutes.\nSpooner said that as long as Wood is showing good faith, prosecutors wouldn't go after Ark for such a short window of seemingly contradictory trades.\n\"If she's acting in the best interest of her investors and that compels her to change her mind, it's OK if she's being inconsistent with what she said before.\"\nBut ironically, Wood's remarks came during an interview about ARK's new ARK Transparency ETF(BATS:CTRU), which focuses on companies with good transparency about their operations.\nWood said that ARK considers transparency important for its own operations, telling Bloomberg that \"we call ourselves' radically transparent.'\"\nMeanwhile, Wood continues to defend her belief in long-term deflation despite U.S. consumer prices recently recording their largest jump in 39 years.\nScreen for ETFs on a host of factors,including risk and performance.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":699172096,"gmtCreate":1639761740814,"gmtModify":1639761741189,"author":{"id":"3578570760040163","authorId":"3578570760040163","name":"hmmwvms","avatar":"https://static.tigerbbs.com/a906b2444a1aca7cd161a6e1ee03687e","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3578570760040163","idStr":"3578570760040163"},"htmlText":"It's her call","listText":"It's her call","text":"It's her call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699172096","repostId":1136577431,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690580674,"gmtCreate":1639691516702,"gmtModify":1639701518550,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"htmlText":"ARKK is Cathie Woods' baby and I am sure whatever she does is for the good of her funds. It is a tough job to pick winners consistently but she tries her utmost best.&nbsp; Go Cathie! 🚀🚀🚀🌙🌙🌙","listText":"ARKK is Cathie Woods' baby and I am sure whatever she does is for the good of her funds. It is a tough job to pick winners consistently but she tries her utmost best.&nbsp; Go Cathie! 🚀🚀🚀🌙🌙🌙","text":"ARKK is Cathie Woods' baby and I am sure whatever she does is for the good of her funds. It is a tough job to pick winners consistently but she tries her utmost best. Go Cathie! 🚀🚀🚀🌙🌙🌙","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/690580674","repostId":1136577431,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7019470,"gmtCreate":1639715303445,"gmtModify":1639715303445,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690580674,"type":1,"supId":7013981,"prevId":0,"content":"That's a lovely compliment.&nbsp; Thanks.","text":"That's a lovely compliment.&nbsp; Thanks.","html":"That's a lovely compliment.&nbsp; Thanks."},{"id":7019075,"gmtCreate":1639713147487,"gmtModify":1639713147487,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690580674,"type":1,"supId":7017170,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":7013981,"gmtCreate":1639696654492,"gmtModify":1639706573866,"authorId":4096368443831390,"author":{"id":4096368443831390,"idStr":"4096368443831390","authorId":4096368443831390,"name":"b1uesky","avatar":"https://static.tigerbbs.com/87ef9b02e19a8acfaa7ae5b147b70882","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690580674,"type":1,"supId":0,"prevId":0,"content":"agreed. When u do anything, people will always have something to say.","text":"agreed. When u do anything, people will always have something to say.","html":"agreed. When u do anything, people will always have something to say."},{"id":7017170,"gmtCreate":1639705302478,"gmtModify":1639705302571,"authorId":4094652297238370,"author":{"id":4094652297238370,"idStr":"4094652297238370","authorId":4094652297238370,"name":"AhCheng","avatar":"https://static.tigerbbs.com/ad9191dc6f09c0fb232a9bf0630ecef0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690580674,"type":1,"supId":0,"prevId":0,"content":"Likes","text":"Likes","html":"Likes"},{"id":7017012,"gmtCreate":1639704837047,"gmtModify":1639704837047,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690580674,"type":1,"supId":7013994,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"}],"langContent":"CN"},{"id":690233400,"gmtCreate":1639668267434,"gmtModify":1639668267434,"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"htmlText":"She'll buy them back next year? 🤔 after year end profit reporting&nbsp;","listText":"She'll buy them back next year? 🤔 after year end profit reporting&nbsp;","text":"She'll buy them back next year? 🤔 after year end profit reporting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690233400","repostId":1136577431,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690804340,"gmtCreate":1639651774636,"gmtModify":1639651775128,"author":{"id":"3582677971530678","authorId":"3582677971530678","name":"BlueDaisy","avatar":"https://static.tigerbbs.com/0747094283743978b62fb8b1ee2cf44c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582677971530678","idStr":"3582677971530678"},"htmlText":"Year end window dressing. She needs to show results.&nbsp;","listText":"Year end window dressing. She needs to show results.&nbsp;","text":"Year end window dressing. She needs to show results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690804340","repostId":1136577431,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690184141,"gmtCreate":1639647351545,"gmtModify":1639647352332,"author":{"id":"3576709204489965","authorId":"3576709204489965","name":"Hayz","avatar":"https://static.tigerbbs.com/d87598e3b13004920f673918b320782e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3576709204489965","idStr":"3576709204489965"},"htmlText":"KPI lah&nbsp;","listText":"KPI lah&nbsp;","text":"KPI lah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690184141","repostId":1136577431,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690363086,"gmtCreate":1639636407181,"gmtModify":1639636408527,"author":{"id":"3579482809178950","authorId":"3579482809178950","name":"Dawang","avatar":"https://static.tigerbbs.com/d0f01f2346125f600328ffd48beb3a4c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3579482809178950","idStr":"3579482809178950"},"htmlText":"Booking in yr end profits. Esp window dressing period for funds","listText":"Booking in yr end profits. Esp window dressing period for funds","text":"Booking in yr end profits. Esp window dressing period for funds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690363086","repostId":1136577431,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7002609,"gmtCreate":1639641702010,"gmtModify":1639641702102,"authorId":3556014229499035,"author":{"id":3556014229499035,"idStr":"3556014229499035","authorId":3556014229499035,"name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690363086,"type":1,"supId":0,"prevId":0,"content":"<u>okkk</u>","text":"<u>okkk</u>","html":"<u>okkk</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":48,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1136577431"}