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Posts related to ‘Activist Investor’

Caesars, A Sham Of An IPO… Beware The Ides of March (CZR, APO, GS, WYNN, LVS)

Posted: February 8, 2012 at 11:41 am

Caesars Entertainment Corporation (NASDAQ: CZR) is beyond weird when it comes to initial public offerings.  This was one of our TOP 17 IPOS TO WATCH IN 2012.  We also make ...
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Political Fodder… Private Equity Firms Are Hiring!

Posted: February 8, 2012 at 9:55 am

Private equity firms are bad and evil because they fire workers to juice profits for billionaires who get to pay low tax rates!  Is that the right logic?  What if ...
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Facebook Full IPO Filing Details (FB, MS, GS, MSFT, TROW, ZNGA, GSVC, IPG)

Posted: February 1, 2012 at 5:29 pm

Facebook, Inc. has now filed its paperwork with the SEC which will allow the social networking giant to conduct an initial public offering.  It should be no real surprise that ...
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Ron Johnon’s Magic, When 20% Stock Gains May Be Enough (JCP, AAPL)

Posted: January 26, 2012 at 3:05 pm

It was just on January 5 that we called the news on J.C. Penney Company, Inc. (NYSE: JCP)... Bad News Is Good News!  Our take was that the company big ...
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Tracking The highly Unusual Short Interest Trends (ALU, BAC, DNDN, DMND, FSLR, F, GMCR, HGSI, LNKD, NFLX, RIMM, SIRI)

Posted: January 26, 2012 at 10:08 am

Cult stocks and controversial stocks often have an unusually high short interest.  What is amazing is that the bets against these companies sometimes go off the charts.  We have tracked ...
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Risks Abound In Express Scripts & Medco Merger (MHS, ESRX, T, CHSI, MNA)

Posted: January 19, 2012 at 3:04 pm

The Medco Health Solutions Inc. (NYSE: MHS) and Express Scripts Inc. (NASDAQ: ESRX) merger saga is one which may go down in the financial history books for one of the ...
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Why The J.C. Penney Flop Is Good For Investors (JCP, M, SKS, KSS, AAPL, MSO)

Posted: January 5, 2012 at 10:32 am

J. C. Penney Company, Inc. (NYSE: JCP) is getting hit pretty hard this morning.  While current investors will not appreciate the drop, this is actually great news for those investors ...
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The Corzine Subpoena… Future of Segregated Funds Hangs in the Wind

Posted: December 2, 2011 at 10:39 am

Jon Corzine was supposed to be the poster boy for modern-day finance... From the King of Finance, to New Jersey's governor, and back to Wall Street.  Now Corzine is just the King of ...
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Should Jefferies Be Able to Sue Over Malicious Attacks? (JEF)

Posted: November 21, 2011 at 2:45 pm

The attack on Jefferies Group, Inc. (NYSE: JEF) is unfortunately reminiscent of larger implosions of firms formerly named Lehman and Bear Stearns.  It almost does not seem to matter what Jefferies ...
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November Share Buybacks Already Nearing $30 Billion (ALL, AIG, CBS, FIS, PFE, RAI, SBUX, SYY, TMO, VIA, VRX, PKW)

Posted: November 16, 2011 at 10:57 am

Some companies just want to keep bringing on new share buybacks whether they work or not.  Some are to stop dilution from acquisitions or employee stock options, while others are ...
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Whale Watching: Paulson & Co. Speared By Banks & Gold (BAC, COF, C, JPM, WFC, XL, NYX, GLD, TEVA, FDO, MGM, HPQ, AMCX, CEPH, COV, CVS, MYL)

Posted: November 14, 2011 at 6:37 pm

Paulson & Co. Inc. is another hedge fund group that investors use for Whale Watching, although this last quarter was not exactly kind to Mr. Paulson's billions... The current 13F ...
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Berkshire Hathaway & Buffett’s Stock Holdings ‘L to Z’ (BRK-B, BRK-A, MA, MTB, MCO, PG, SNY, TMK, USB, USG, UPS, VRSK, V, WMT, WPO, WFC)

Posted: November 14, 2011 at 5:08 pm

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of September 30, 2011 and this is the second group of ...
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Buffett & Berkshire Hathaway Stock Holdings, A to K (BRK-B, BRK-A, AXP, BK, KO, CVS, CDCO, COP, COST, DG, XOM, GCI, GE, GSK, INTC, IR, IBM, JNJ, KFT)

Posted: November 14, 2011 at 4:44 pm

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of September 30, 2011. These public stock holdings have been broken down ...
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Warren Buffett’s ‘Confidential Treatment’ Yields Huge IBM Stake (BRK-A, IBM, BAC)

Posted: November 14, 2011 at 8:25 am

Berkshire Hathaway Inc. (NYSE: BRK-A) is set to release its third quarter's full investment holdings very soon in an SEC filing.  An unusual pre-release interview was given by Warren Buffett ...
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David Versus Goliath at Green Mountain (GMCR)

Posted: November 8, 2011 at 12:17 pm

Short sellers are an interesting lot, particularly when they go public and are vocal against a company.  In many cases they can rack some serious damage to a share price.  ...
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