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Out of thousands of stocks that are currently traded on the market, itisdifficult to identify those that will really generate strong returns. Hedge funds and institutional investors spend millions of dollars on analysts with MBAs and PhDs,who areindustry experts and well connected to other industry and mediainsiders on top of that. Individual investors can piggyback the hedge funds employing these talents andcanbenefit from their vast resources and knowledge in that way. We analyze quarterly 13F filings of nearly 750 hedge funds and, by looking at the smart money sentiment that surrounds a stock, we can determine whether it has the potential to beat the market over the long-term. Therefore, lets take a closer look at what smart money thinks aboutNational Storage Affiliates Trust (NYSE:NSA).

National Storage Affiliates Trust (NYSE:NSA) investors should pay attention to a decrease in hedge fund interest recently. NSA was in 15 hedge funds' portfolios at the end of September. There were 18 hedge funds in our database with NSA holdings at the end of the previous quarter. Our calculations also showed that NSA isn't among the 30 most popular stocks among hedge funds (click for Q3 rankings and see the video below for Q2 rankings). Video: Click the image to watch our video about the top 5 most popular hedge fund stocks.

5 Most Popular Stocks Among Hedge Funds

Hedge funds' reputation as shrewd investors has been tarnished in the last decade as their hedged returns couldn't keep up with the unhedged returns of the market indices. Our research has shown that hedge funds' large-cap stock picks indeed failed to beat the market between 1999 and 2016. However, we were able to identify in advance a select group of hedge fund holdings that outperformed the Russell 2000 ETFs by 40 percentage points since May 2014 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 27.8% through November 21, 2019. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.

Jim Simons of Renaissance Technologies

RENAISSANCE TECHNOLOGIES

We leave no stone unturned when looking for the next great investment idea. For example Europe is set to become the world's largest cannabis market, so we check out this European marijuana stock pitch. One of the most bullish analysts in America just put his money where his mouth is. He says, "I'm investing more today than I did back in early 2009." So we check out his pitch. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. We also rely on the best performing hedge funds' buy/sell signals. Let's analyze the key hedge fund action surrounding National Storage Affiliates Trust (NYSE:NSA).

Story continues

At Q3's end, a total of 15 of the hedge funds tracked by Insider Monkey were long this stock, a change of -17% from the second quarter of 2019. The graph below displays the number of hedge funds with bullish position in NSA over the last 17 quarters. With hedgies' sentiment swirling, there exists an "upper tier" of key hedge fund managers who were adding to their holdings considerably (or already accumulated large positions).

Is NSA A Good Stock To Buy?

The largest stake in National Storage Affiliates Trust (NYSE:NSA) was held by Renaissance Technologies, which reported holding $62 million worth of stock at the end of September. It was followed by Millennium Management with a $31.9 million position. Other investors bullish on the company included Winton Capital Management, Citadel Investment Group, and D E Shaw. In terms of the portfolio weights assigned to each position Navellier & Associates allocated the biggest weight to National Storage Affiliates Trust (NYSE:NSA), around 0.2% of its 13F portfolio. Winton Capital Management is also relatively very bullish on the stock, dishing out 0.19 percent of its 13F equity portfolio to NSA.

Due to the fact that National Storage Affiliates Trust (NYSE:NSA) has faced a decline in interest from the entirety of the hedge funds we track, we can see that there is a sect of fund managers who sold off their positions entirely last quarter. At the top of the heap, Jonathan Barrett and Paul Segal's Luminus Management cut the biggest position of the 750 funds monitored by Insider Monkey, valued at close to $9.7 million in stock. Dmitry Balyasny's fund, Balyasny Asset Management, also dumped its stock, about $4.8 million worth. These moves are important to note, as total hedge fund interest fell by 3 funds last quarter.

Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as National Storage Affiliates Trust (NYSE:NSA) but similarly valued. We will take a look at NovaGold Resources Inc. (NYSEAMEX:NG), Euronav NV (NYSE:EURN), Cannae Holdings, Inc. (NYSE:CNNE), and Federal Signal Corporation (NYSE:FSS). This group of stocks' market values resemble NSA's market value.

[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position NG,16,211750,6 EURN,18,138289,2 CNNE,19,241748,0 FSS,19,77508,-1 Average,18,167324,1.75 [/table]

View table hereif you experience formatting issues.

As you can see these stocks had an average of 18 hedge funds with bullish positions and the average amount invested in these stocks was $167 million. That figure was $138 million in NSA's case. Cannae Holdings, Inc. (NYSE:CNNE) is the most popular stock in this table. On the other hand NovaGold Resources Inc. (NYSEAMEX:NG) is the least popular one with only 16 bullish hedge fund positions. Compared to these stocks National Storage Affiliates Trust (NYSE:NSA) is even less popular than NG. Hedge funds dodged a bullet by taking a bearish stance towards NSA. Our calculations showed that the top 20 most popular hedge fund stocks returned 37.4% in 2019 through the end of November and outperformed the S&P 500 ETF (SPY) by 9.9 percentage points. Unfortunately NSA wasn't nearly as popular as these 20 stocks (hedge fund sentiment was very bearish); NSA investors were disappointed as the stock returned 0.4% during the fourth quarter (through the end of November) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 20 most popular stocks among hedge funds as 70 percent of these stocks already outperformed the market so far in Q4.

Disclosure: None. This article was originally published at Insider Monkey.

Related Content

Originally posted here:
Here is What Hedge Funds Think About National Storage Affiliates Trust (NSA) - Yahoo Finance

Following the Conservative Partys largest victory in 30 years, NSA is calling on the newly re-elected leader of the party and prime minister to take immediate action to unify the nation and deliver on the promises made.

NSA chief executive Phil Stocker said: For the last three years we have been left in limbo waiting for one thing or another to happen, crippled by indecision and with a seriously divided society. But having reached the end of this general election period, with a returned prime minister holding the strongest mandate this country has seen in decades, we can be sure that at least the first layer of uncertainty has been removed. We cannot allow our future to be based on one side winning and one losing and if the new government wants to live up to its strapline of a one nation government it will need to demonstrate that we are all equal stakeholders in our future

During the course of the general election campaign, the prime minister repeatedly made promises and assurances about Brexit, and the NSA will do everything it can, working with others where beneficial, to hold the government to account and provide security for the British sheep industry.

Mr Stocker continued: As far as the sheep industry is concerned the best thing we can do is accept the nations decision and move forward. We have some strong assurances from the prime minister; that a no deal at the end of 2020 should not be feared because a free trade deal with the EU can be reached by the end of 2020; that no restrictions/hurdles/paperwork will be needed relating to movement of goods between our mainland and Northern Ireland; and that British farmers will be protected from lower standard and cheaper products entering the UK market.

"The country has put its trust in the prime minister and his government to deliver on these and other crucial promises and NSA will play its part in ensuring these promises are fulfilled. We expect the Agriculture Bill, the Environment Bill, and the Food Plan to quickly come back to the table in a co-ordinated way that offers a secure future for our farmers.

Read more: The Tory plan for the first 100 days of government

NSA is emphasising the importance of avoiding any future cliff edge scenario.

Mr Stocker explained: Our industry is resilient, as we have proved this year having thrived despite the uncertainty, but we cannot keep going on this way. A clear plan and agenda must now be set by Mr Johnson, with the fallback assurance of contingency support if the government fails to achieve its objectives.

In order to allow for this to happen NSA is appealing to the prime minister for continuity in our farming and related ministers and to act quickly in any reshuffle he may now wish to do.

Over the years we have built up good relationships with incumbent ministers and have been able to support their work in a way that helps farmers. Any reshuffle should be done quickly with a requirement that engagement and relationship building with industry be a priority, Mr Stocker added.

While NSA is insistent that key promises must be met there are still outstanding proposals that have not been adequately discussed and are completely lacking in practical sense. NSA will shortly be contacting the prime minister and Defra ministers to demand proper debate around our concerns.

Mr Stocker said: Shortly before the election there was talk of a policy that would limit farmers to only selling stock to their most local abattoir. Our letter to secretary of state Theresa Villiers received a completely inadequate response and this, along with announcements about a blanket ban on live exports is irrational and would lead to outcomes completely opposite to that intended. We have seen good examples where government and industry can work together for shared objectives but we need to see consistency in this approach across all decision making

More:
Time to unify the nation and deliver on promises says NSA - Somerset County Gazette

Throughout the Ukraine scandal and the impeachment inquiry against President Donald Trump, Fox News Laura Ingraham hasnt been shy about jumping through hoops to defend the president and she recently claimed that House Intelligence Chairman Adam Schiff, during the inquiry, abused his power by working with the National Security Agenda (NSA) to obtain Rep. Devin Nunes phone records. But according to former NSA attorney Susan Hennessey, Ingrahams comments have zero basis in reality.

Ingraham made her claims about Schiff when far-right podcast host Sara Carter was a guest on her show on December 6. Ingraham asserted, A knowledgeable source tells The Ingraham Angle tonight that not only did Schiff get dirt from the secret subpoenas that he sent to phone companies, he also got help from the NSA. All Americans should be shocked by this and more and demand a full and immediate investigation.

Hennessey, on Twitter, responded that Ingraham doesnt even understand how the NSA works. Now a legal analyst for CNN, Hennessey tweeted, Hi, former NSA lawyer here. This is not how it works. At all. Its not how the law works. Its not how NSA works. Its not how phone records work.

In a separate tweet, Hennessey posted, Its honestly astonishing. I dont think Ive ever heard a more uninformed conversation about NSA or intelligence collection in my life. And I once had a relative corner me (at) a wedding to say NSA was blackmailingJohn McCaininto supporting immigration reform. SO THE BAR IS REAL LOW.

Hi, former NSA lawyer here. This is not how it works. At all. Its not how the law works. Its not how NSA works. Its not how phone records work. Thats all. Have a good evening. https://t.co/qtFX1axUSN

Susan Hennessey (@Susan_Hennessey) December 7, 2019

Its honestly astonishing. I dont think Ive ever heard a more uninformed conversation about NSA or intelligence collection in my life. And I once had a relative corner me a wedding to say NSA was blackmailing John McCain into supporting immigration reform SO THE BAR IS REAL LOW

Susan Hennessey (@Susan_Hennessey) December 7, 2019

Because on the face of it, it really does look like she went on television to repeat an outright unfounded lie. And even worse for a national security/war correspondent it would seem that she doesnt understand even extremely basic principles of the subjects she covers.

Susan Hennessey (@Susan_Hennessey) December 7, 2019

Jerry Lambe, in a December 7 article for Law & Crime, notes that Hennessey isnt the only one to call out the Ingraham/Carter segment as nonsense. Bradley P. Moss, an NSA attorney, tweeted, This is pathetic. Delusional.

Lambe also points out that Patrick Boland (spokesman for Democrats on the House Intelligence Committee) told the Daily Beast that impeachment investigators did not subpoena call records for any member of Congress or their staff.

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View original post here:
Former NSA lawyer debunks Laura Ingrahams bogus claim that Adam Schiff used the agency to obtain Devin Nunes phone records: Not how the law works -...

MORE agricultural groups have reacted to the Conservative victory in the General Election.

The National Sheep Association (NSA) called on the Prime Minister to take immediate action to unify the nation and deliver on the promises made.

NSA chief executive Phil Stocker said: For the last three years we have been left in limbo waiting for one thing or another to happen, crippled by indecision and with a seriously divided society. But having reached the end of this General Election period, with a returned Prime Minister holding the strongest mandate this country has seen in decades, we can be sure that at least the first layer of uncertainty has been removed.

"We cannot allow our future to be based on one side winning and one losing and if the new Government wants to live up to its strapline of a one nation Government it will need to demonstrate that we are all equal stakeholders in our future.

The NSA said that during the course of the General Election campaign, the Prime Minister repeatedly made promises and assurances about Brexit, and the NSA will do everything it can, working with others where beneficial, to hold the Government to account and provide security for the British sheep industry.

Mr Stocker said: As far as the sheep industry is concerned the best thing we can do is accept the nation's decision and move forward.

"We have some strong assurances from the Prime Minister; that a no deal at the end of 2020 should not be feared because a free-trade deal with the EU can be reached by the end of 2020; that no restrictions/hurdles/paperwork will be needed relating to movement of goods between our mainland and Northern Ireland; and that British farmers will be protected from lower standard and cheaper products entering the UK market.

"The country has put its trust in the prime minister and his Government to deliver on these and other crucial promises and NSA will play its part in ensuring these promises are fulfilled. We expect the Agriculture Bill, the Environment Bill, and the Food Plan to quickly come back to the table in a co-ordinated way that offers a secure future for our farmers

NSA is emphasising the importance of avoiding any future cliff-edge scenario. Mr Stocker explained: Our industry is resilient, as we have proved this year having thrived despite the uncertainty, but we cannot keep going on this way. A clear plan and agenda must now be set by Mr Johnson, with the fall-back assurance of contingency support if the Government fails to achieve its objectives.

In order to allow for this to happen NSA is appealing to the Prime Minister for continuity in our Farming and related Ministers and to act quickly in any reshuffle he may now wish to do. Over the years we have built up good relationships with incumbent Ministers and have been able to support their work in a way that helps farmers. Any reshuffle should be done quickly with a requirement that engagement and relationship building with industry be a priority, Mr Stocker adds.

While NSA is insistent that key promises must be met there are still outstanding proposals that have not been adequately discussed and are completely lacking in practical sense. NSA will shortly be contacting the Prime Minister and Defra Ministers to demand proper debate around our concerns.

Mr Stocker said: Shortly before the election there was talk of a policy that would limit farmers to only selling stock to their most local abattoir. Our letter to Secretary of State Theresa Villiers received a completely inadequate response and this, along with announcements about a blanket ban on live exports is irrational and would lead to outcomes completely opposite to that intended. We have seen good examples where Government and industry can work together for shared objectives but we need to see consistency in this approach across all decision-making.

Dr Judith Bryans, chief executive of Dairy UK, said: Dairy UK looks forward to working closely with the new Government during the course of this Parliament.

As the biggest agricultural sector and the makers of some of the nation's most-loved products, the dairy sector will be looking to Government to ensure its voice is heard in the Brexit process and on the future trade arrangements between the UK and the EU.

"We also ask that the dairy sector is actively involved in trade policy related to the development of new free-trade agreements.

Moreover, it is key that Government recognises the need for close collaboration with the dairy sector on all future arrangements relating to the Northern Ireland protocol.

We also look forward to working constructively with Government on the development of the new Agriculture and Environment Bills.

Animal health and welfare should be at the heart of the new Governments commitment to lead the world in its quality of food and agriculture, said NOAH (National Office of Animal Health).

Dawn Howard, chief executive of NOAH, said: In order to achieve the excellence in animal health this commitment demands, our sectors needs must be recognised as we leave the EU and negotiate our future relationship with the EU and beyond.

Our priority is a vibrant and innovative UK animal health sector, encouraging the development of new and improved animal health products and services. The UK is in a strong position to be a global centre of excellence for animal medicines part of any leading life sciences global hub, supporting both cutting edge product developments and a regulatory model to benefit our national and international trade.

We are, quite rightly, a highly regulated industry. All animal medicines undergo strict scientific assessment before they can be placed on the market and sold. EU Exit means that a robust, sensible and proportionate UK regulatory system firmly based on internationally recognised science and technical expertise, is more important than ever. Parliamentary time will be needed to allow our regulations to be reviewed and help ensure opportunities that EU Exit may present come to fruition.

Our industry underpins so much that is valued in British society. In everything we and our members do at NOAH, we aim to improve the lives of animals through encouraging responsible farming and pet ownership and promoting the safe and responsible use of medicines.

She explained: The UK has a key role to play on the world stage in tackling the One Health challenges that face us all. But this starts at home with the interconnection of the health and wellbeing of people, animals and the environment. We need a collaborative approach to tackling issues as varied as antimicrobial resistance, improving vaccination rates and improving mental health and wellbeing.

The successful development and delivery of future UK animal health and welfare policy will require industry and Government to rise to the challenge together. The animal health sector is committed to supporting the provision of safe, healthy, affordable food for all and in enabling healthy animals to play their part in our society, Dawn said. We look forward to supporting the new Government towards this end.

A national body concerned with flood management said it is looking for the new Government to significantly strengthen its position towards the careful but essential maintenance and management of our rivers.

ADA, the representative body for drainage, water level and flood-risk management authorities, has provided political leaders with seven key policy pointers to help reduce the impacts of flood-risk and deliver effective water level management.

ADA chief executive Innes Thomson says, We welcome the new government and look forward to working with them, alongside risk management authorities and other stakeholders, to help manage flood-risk and deliver water management solutions.

We have already highlighted the need for a fundamental shift in the governments approach to dealing with flooding and drought, and now is the time to grasp the opportunity to help better protect people, property and farmland, he adds.

In particular, ADA calls for funding and policy rule changes to avoid leaving communities, farms and villages undefended, isolated and unsupported. Allied to this, there is a key need to discuss the controlled storage of water on land and provide the right incentives to landowners and farmers.

Crucially, local Internal Drainage Boards (IDBs) can play a significant role in assisting on how farmland can be used to trap, store and evacuate flood water, with the right infrastructure in place, continues Mr Thomson.

This infrastructure, such as adapting pumping stations or installing temporary pumps to evacuate water post-event, is critical and in our lowland areas could be reasonably operated and maintained by local IDBs, adds Mr Thomson.

ADA also calls for a government flood policy and funding that can support conveyance and resilient river embankments which control water in lowland watercourses.

Mr Thomson says, Conveyance is a broader topic than simply dredging. It also includes aquatic and vegetation control within the river and its banks, and the stability of the banks themselves. Removing targeted constrictions in lowland rivers must also be undertaken where there are obvious adverse effects on river flows.

ADA insists all measures must be part of a catchment approach to flood resilience, working alongside SuDS (sustainable drainage systems), soil management, traditional defences, upstream attenuation, flood storage areas or washlands, and slow the flow initiatives.

Mr Thomson concludes: With the help of new policies and strengthened flood risk strategy, ADA will work to help and ensure that all parties fully understand and engage with the issues facing the flood and water level management sector in a post-Brexit environment.

More here:
Government 'must deliver' on election promises - The Northern Farmer

Marianne Bailey, a former deputy national manager for U.S. national security systems at the National Security Agency, has been named WashingtonExecs Pinnacle Award Intelligence Government Executive of the year.

Bailey was recently tapped to lead Guidehouses cybersecurity practice.

In its second year, the annual Pinnacle Awards luncheon was held Oct. 31 at the Ritz Carlton Tysons Corner. The luncheon drew over 525 GovCon leaders and professionals, and showcased exemplary GovCon leadership in industry and government.

Bailey has more than three decades experience protecting the nations critical security systems, including having served in the Pentagons chief information officer office as the principal director for cybersecurity.

Bailey is a recognized speaker and thought leader in technology, cybersecurity, automation, leadership, STEM and culture. She previously served as the assistant deputy director of trusted engineering solutions at NSA, chief of NSA Information Assurance Directorate engineering, director of the Unified Cross Domain Management Office, Defense Information Systems Agency liaison.

Additionally, she has served in various management and engineering positions across the intelligence community.

In 2018 at NSA, Bailey partnered with critical stakeholders to lead the development and execution of a comprehensive strategy for the largest cybersecurity and cryptographic modernization program in two decades. The scope ranged from national nuclear armament to more than 4 million secure communication capabilities globally deployed.

At the same time, she led the reallocation of about 15% of the workforce to high-priority challenges, developed a strategy to drive cybersecurity workforce health and kicked off an effort that eventually led to standing up a new Cybersecurity Directorate.

Original post:
2019 Pinnacle Awards: Intelligence Government Executive of the Year Marianne Bailey, National Security Agency - WashingtonExec