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Posts related to ‘Activist Investor’

Most Likely Stock Purchases by Warren Buffett & Berkshire Hathaway (BRK-A, BRK-B, BAC, DG, XOM, COP, MA, VRSK, WMT, WFC)

Posted: November 7, 2011 at 10:41 am

Warren Buffett and his team at Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) went out buying stocks in this last quarter according to the firm's quarterly report.  Sadly, no one ...
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Big Changes For Gabelli’s Focus Five Stock Picks (CCJ, DAN, SWX, XXIA, XYL, YHOO)

Posted: November 1, 2011 at 1:34 pm

Each quarter comes a report from Gabelli & Co. for its FOCUS FIVE list of equity picks for the quarter ahead.  Since inception at the end of January 2006, the ...
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RIM Is No Carl Icahn Target (EP, RIMM, YHOO)

Posted: October 17, 2011 at 12:57 pm

Carl Icahn was on CNBC this afternoon talking up his position gains from the El Paso Corporation (NYSE: EP).  The CNBC team asked him point blank if Icahn was targeting ...
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Green Mountain: Does David Einhorn Understand Beans? (GMCR, SBUX, JOE, S, BBY, GM, AAPL)

Posted: October 17, 2011 at 12:41 pm

David Einhorn of Greenlight is well-known in investing, and not just for being long.  This is called whale-watching.  His comments today at the Value Investing Congress are single-handedly taking down ...
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Lions Gate Secondary Clears Out Carl Icahn (LGF)

Posted: October 13, 2011 at 10:00 am

Carl Icahn was supposed to be done and through with his efforts against Lions Gate Entertainment Corporation (NYSE: LGF).  That was what we thought at any rate based upon prior ...
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Iran’s Ayatollah Cheers for “Occupy Wall Street”

Posted: October 12, 2011 at 5:34 pm

The “Occupy Wall Street” movement has been supported by many, yet criticized by many as well. How does one cover such a controversial issue that runs this deep and when ...
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Peer-to-Peer Lending: Opportunity for Investors & Borrowers Alike

Posted: October 11, 2011 at 1:01 pm

There are two financial issues in America that have been developing simultaneously: many borrowers have been locked out from the ability to access capital, and investors can no longer rely on bonds ...
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Value Conundrum: Dollar Store M&A Creates High Premium in Sector (NDN, APO, KKR, BRK-A, WMT, DG, FDO, DLTR, BIG, TUES, M, TGT)

Posted: October 11, 2011 at 10:25 am

99 Cents Only Stores (NYSE: NDN) was supposed to be acquired for somewhere between $22.00 and $24.00 per share according to reports in mid-September.  The company was supposed to have interest ...
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Comex Raises Copper Margin Requirements — Gold & Silver Next? (CME, FCX, SCCO, NEM, ABX, SLW, JJC, GLD, GDX, GDXJ, SIL)

Posted: October 6, 2011 at 12:43 pm

In what appears to be a counterintuitive move, CME Group (NASDAQ: CME) today raised its margin requirements for copper futures contracts. The requirement rose by 15%, from $6,750 to $7,763 ...
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Russell Fund Manager Survey: No Double Dip Recession!

Posted: September 29, 2011 at 3:00 pm

Russell Investments conducts investment fund manager surveys routinely, and there may be some good news for the cautious and timid bulls out there.  In short, Russell's survey noted that U.S. ...
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SEC Seeks To Change Market Circuit Breakers

Posted: September 27, 2011 at 3:43 pm

The Securities and Exchange Commission has announced that the national securities exchanges and FINRA are filing proposals in a move to revise the current stock market circuit breakers in an ...
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Carl Icahn Rumors Head to RIM (RIMM, AAPL, GOOG, CLX, LGF, YHOO)

Posted: September 27, 2011 at 11:47 am

Research In Motion Limited (NASDAQ: RIMM) has joined Palm in the quest to innovate and then to allow the market to rapidly pass it by.  Apple Inc. (NASDAQ: AAPL) and ...
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Stock Buybacks Coming For Berkshire Hathaway (BRK-A, BRK-B)

Posted: September 26, 2011 at 9:42 am

Berkshire Hathaway Inc. (NYSE: BRK-A) saw its share break under $100,000.00 last week in its A-Shares.  Apparently Mr. Buffett thinks enough is enough.  The company's board of directors has authorized ...
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HCA Kills Private Equity Overhang, BofA Raises Another $1.5 Billion (HCA, BAC)

Posted: September 15, 2011 at 10:03 am

HCA Holdings, Inc. (NYSE: HCA) is surging on news this morning that could be a very valuable lesson for private equity IPO situations.  The company is repurchasing a whopping 80,771,143 ...
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Meet Buffett’s & Berkshire Hathaway’s New Portfolio Manager (BRK-A, BRK-B)

Posted: September 12, 2011 at 8:53 am

The talk of succession for Warren Buffett is likely to take on some new discussion today, even if there is no timeline set.  Berkshire Hathaway Inc. (NYSE: BRK-A)(NYSE: BRK-B) has ...
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