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Posts related to ‘Private Equity’

Media Digest (11/23/2011) Reuters, WSJ, FT, Bloomberg

Posted: November 23, 2011 at 5:53 am

China’s factory activity reaches a 32-month low. (Reuters) Merck (NYSE: MRK) pays $950 million to settle Vioxx charges brought by the government. (Reuters) FCC head wants more examination of the ...
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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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Blackstone Group Still Holds Many Large Stock Positions After IPOs (BX, BKU, FSL, GGP, NLSN, OWW, TMH, TRW)

Posted: November 14, 2011 at 4:11 pm

The Blackstone Group L.P. (NYSE: BX) may look like it has a huge portfolio of public stocks to many investors.  While that is actually true, the bulk of this is ...
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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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The Odd Dynegy Bankruptcy… Good for Stockholders (DYN, BX, IEP)

Posted: November 8, 2011 at 11:21 am

It has happened before, but it is rare.  Very rare.  A bankruptcy that is good for shareholders. Dynegy Inc. (NYSE: DYN) is seeing a sharp rise in its common stock after ...
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Kodak Image Sensor Unit Sale… Is It Giving Away Its Future? (EK)

Posted: November 7, 2011 at 6:27 pm

Eastman Kodak Company (NYSE: EK) is trading higher in the after-hours on news that it has completed the sale of its Image Sensor Solutions business to Platinum Equity.  Our question ...
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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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Rental Car M&A Crashes on the Interstate (DTG, HTZ, CAR, ZIP, GM)

Posted: October 11, 2011 at 10:46 am

In late August, Dollar Thrifty Automotive Group Inc. (NYSE: DTG) demanded that its suitors, Hertz Global Holdings, Inc. (NYSE: HTZ) and Avis Budget Group Inc. (NYSE: CAR), make an offer ...
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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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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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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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M&A Heats Up In Dollar Stores & Discounters (WMT, NDN, APO, KKR, BRK-A, DG, FDO, DLTR, BIG, TUES, TJX)

Posted: September 16, 2011 at 10:45 am

If there is one single obvious trend you need to burn into your brain regarding retail it is this: DOLLAR STORES!!!  After that it is discount stores.  Even though dollar ...
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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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Restoration Hardware Returning to the Stock Market

Posted: September 13, 2011 at 9:45 am

Restoration Hardware Holdings Inc. has filed to come public via an initial public offering.  The long and short is that this should :filed to come public again!"  The company's most ...
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Study: High Frequency Trading Screws Everyone (NYX, NDAQ)

Posted: September 12, 2011 at 3:08 pm

It looks look your fears that high frequency trading (HFT) screwing up the markets are correct.  We have often wondered how this benefits anyone other than the HFTs and the ...
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