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This article provides valuable insights as to what investment professionals are thinking about the current state of the market along with actionable Long/Short Investment Ideas. Our Market Forecast Project (MPF) surveys hundreds of money managers to gain a unique set of insights from those on the frontline of investing.

Listed below are the results of the 4th issue of The MFP survey with 19 market related questions, 160 unique equity ideas provided by participants as their favorite long and short recommendations (110 Long/50 Short), as well as MFP trend information which tracks the movements in investor sentiment from each issue of our survey.

Click here to participate and be the first to receive the results.

Question 1


Source:
The Applied FinanceGroup

Question 2


Source:The Applied FinanceGroup

Question 3


Source:The Applied FinanceGroup

Question 4


Source:The Applied FinanceGroup

Question 5


Source:The Applied FinanceGroup

Question 6


Source:The Applied FinanceGroup

Question 7


Source:The Applied FinanceGroup

Question 8


Source:The Applied FinanceGroup

Question 9


Source:The Applied FinanceGroup

Question 10


Source:The Applied FinanceGroup

Question 11


Source:The Applied FinanceGroup

Question 12


Source:The Applied FinanceGroup

Question 13


Source:The Applied FinanceGroup

Question 14


Source:The Applied FinanceGroup

Question 15


Source:The Applied FinanceGroup

Question 16


Source:The Applied FinanceGroup

Question 17


Source:The Applied FinanceGroup

Question 18


Source:The Applied FinanceGroup

Question 19


Source:The Applied FinanceGroup

Trend 1


Source:The Applied FinanceGroup

Trend 2


Source:The Applied FinanceGroup

Trend 3


Source:The Applied FinanceGroup

Based on user feedback, survey participants wanted to see a question on our survey asking participants to provide their favorite long and short equity ideas. The following pages contain the lists of companies given by participants as their favorite long and short ideas put together in a portfolio. We will be tracking the performance of each of these portfolios.

The list below contains the companies provided by participants as their favorite Long equity ideas.

The list below contains the companies provided by participants as their favorite Short equity ideas.

The list below contains the companies provided by participants as both Long and Shorts.