Understanding Edge

Lumber & Housing: An Update

Lumber prices have soared recently. Analyst Josh Barber, CFA, shares how the pandemic has played into this rise in prices and how it’s impacting the housing market.

As of March 31, 2021, Diamond Hill owned shares of Weyerhaeuser Co.

The views expressed are those of Diamond Hill as of May 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

Harvesting Value: John Deere & Precision Agriculture

Research analyst Brian Bath, CFA, explains how Deere has become the industry leader in the high-tech precision agriculture space and how this iconic brand has built such a loyal customer base.

As of March 31, 2021, Diamond Hill owned shares of Deere & Co.

The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

Autonomous Vehicles, Part II: The Evolution of BlackBerry

Research analyst Chris Piel, CFA, discusses BlackBerry’s evolution from smartphone manufacturer to leader in secure communications systems and automotive technology that’s paving the way for autonomous vehicles.

As of March 31, 2021, Diamond Hill owned shares of BlackBerry Ltd. (long), General Motors Co. (long), Alphabet, Inc. - Class A (long), Baidu, Inc.(long) and Tesla Inc. (short).  As of January 31, 2021, Diamond Hill owned debt in General Motors Financial Co., Inc., Apple, Inc. and Tesla Auto Lease Trust.

The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

Technology M&A: Can This Buying Frenzy Continue?

Large acquisitions in the tech space have increased dramatically over the past five years. Analyst Scott Williams, CFA, shares his view on this M&A activity and what it means for the sector going forward.

As of February 28, 2021, Diamond Hill owned shares of Microsoft Corp.

The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

Autonomous Vehicles, Part I: The Path to the Future

Research analyst Brian Bath, CFA, provides an update on autonomous vehicles, where we are in the evolution of the industry, and how General Motors and others are helping pave the way.

As of February 28, 2021, Diamond Hill owned shares of BlackBerry Ltd. (long), General Motors Co. (long), Alphabet, Inc. – Class A (long) and Tesla, Inc. (short). As of December 31, 2020, Diamond Hill owned debt in Tesla, Inc. and Ford Motor Co.

The views expressed are those of Diamond Hill as of March 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

Lions and Tigers and…Wildebeests?

How close are we to herd immunity and what could help us get there? In this podcast, we discuss the latest on the COVID-19 vaccine rollout, herd immunity, virus variants, as well as biotech advances in health care.

The views expressed are those of Diamond Hill as of February 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

As of February 28, 2021, Diamond Hill owned shares of Pfizer, Inc and Roche Holdings AG.

Shifting to a Zero Emission Economy

Globally, countries are evaluating the implementation of climate change policies that could lead to a zero-emission economy in the near future. Analyst Harsh Acharya, CFA, discusses the renewable technologies behind this shift, and more.

The views expressed are those of the research analyst as of February 2021, are subject to change, and may differ from the views of other research analysts, portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

As of January 31, 2021, Diamond Hill owned shares of South Jersey Industries, Inc., UGI Corp. and Dominion Energy, Inc.

After the Dust Settles

Portfolio manager Grady Burkett discusses investing in international markets after a once-in-a-lifetime market crisis and where he’s finding interesting investment opportunities.

The Morningstar Global Markets Index is a net total return index designed to provide exposure to the top 97% of equity market capitalization in both developed and emerging markets.

The views expressed are those of Diamond Hill as of February 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

As of January 31, 2021, Diamond Hill owned shares of Taiwan Semiconductor Manufacturing Co. Ltd., Facebook, Inc. and Alphabet, Inc.

Online Brokerage and the Rise of Robinhood

Analyst Tyler Ventura, CFA, discusses the decades-long brokerage wars and how trading app Robinhood is disrupting the space today.

The views expressed are those of Diamond Hill as of January 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

As of December 31, 2020, Diamond Hill owned shares of Charles Schwab Corp. and Morgan Stanley.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

COVID-19 — Help or Hindrance for the Health Care Sector?

Analyst Laura O’Dell, CFA, discusses COVID-19 vaccines and which areas of the health care sector have been most drastically impacted by the pandemic.

The views expressed are those of Diamond Hill as of November 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

As of November 30, 2020, Diamond Hill owned equity shares of Procter & Gamble Co. (The), Pfizer, Inc., Stericycle, Inc. and Integer Holdings Corp.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.