Posts for Ticker ‘TV’

Bill Gates & Cascade New Stock Holdings (AN, BRK-A, CNI, KOF, FSCI, FMX, GBL, TV, OTTR, PCX, LGBT, PNM, RSG, SIX, BEE)

These are the new holdings (sans ETF and sans derivatives) for Bill Gates’ CASDADE INVESTMENT LLC As of September 30, 2008:

  • AUTONATION (NYSE: AN)                                5,263,588
  • BERKSHIRE HATHAWAY (NYSE: BRK-A)         4,050
  • CANADIAN NATL RY (NYSE: CNI)                     33,859,544
  • COCA COLA FEMSA S A B (NYSE: KOF)         857,128
  • FISHER COMMUNICATIONS (NASDAQ: FSCI)  455,700
  • FOMENTO ECONOMICO (NYSE: FMX)             20,966,795
  • GAMCO INVESTORS (NYSE: GBL)                  90,845
  • GRUPO TELEVISA SA (NYSE: TV)                  19,680,400
  • OTTER TAIL (NASDAQ: OTTR)                         2,556,499
  • PATRIOT COAL (NYSE: PCX)                          2,408,653
  • PLANETOUT (NASDAQ: LGBT)                        521,739
  • PNM RESOURCES (NYSE: PNM)                    7,019,550
  • REPUBLIC SERVICES (NYSE: RSG)               34,873,836
  • SIX FLAGS (NYSE: SIX)                                   10,210,600
  • STRATEGIC HOTELS & RESORT (NYSE: BEE) 4,190,000

You can join our open email distribution list to hear about holdings of Warren Buffett, Bill Gates, IPO’s, secondary offerings, private placements, merger, special situations, rumors, and more.

Jon C. Ogg
November 14, 2008

Posted on: November 14, 2008 – 4:35 pm in Activist Investor, Insider Activity, , , , , , , , , , , , , , ,

Top Pre-Market Analyst Downgrades (AAV, AMLN, CEPH, TV, VE)

Below are some of the top early bird analyst downgrades we have seen early this morning with more than two hours to the open:

  • Advantage Energy (AAV) Cut to Sector Perform at CIBC.
  • Amylin Pharmaceuticals (AMLN) Raised to Hold at Canaccord.
  • Cephalon (CEPH) Started as Overweight at JPMorgan.
  • Grupo Televisa (TV) Cut to Neutral at JPMorgan.
  • Veolia (VE) Cut to Hold at Citigroup.

Jon C. Ogg
October 7, 2008

Posted on: October 7, 2008 – 6:38 am in Analyst Calls, , , , ,

Bill Gates: Now Garbage Man & Gringo Investor (MSFT, CNI, TV, FMX, RSG, WMI, AW)

Bill_gates_image_2Tonight we received the quarterly filings for Cascade Investment LLC, which shows the personal investments of Bill Gates.  While the investment vehicle listed many unique holdings out there that were much the same as before, there are much more interesting things to look at besides his now greatly-diminished role at Microsoft (NASDAQ: MSFT).  Cascade’s now holds 33.895 million shares of Canadian National Railways Co. (NYSE: CNI) with a stake worth some $1.627 Billion as of June 30, 2008.  many of his other holdings look the same as before which you can see in this filing versus what we noted last quarter.

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Posted on: August 14, 2008 – 10:27 pm in Activist Investor, Insider Activity, Mergers and Buy Outs, , , , , , ,

Bill Gates Personal Stock Holdings (MSFT, CNI, FSCI, OTTR, LGBT, PNM, RSG, SIX, FMX, TV, BRK.A)

Below are most of the equity holdings listed for Bill Gates’ own Cascade Investment, L.L.C. as of December 31, 2007.  These were disclosed in a filing late in the week.  Keep in mind that these are not tied at all to Microsoft (NASDAQ: MSFT) and these also do not include the Bill & Melinda Gates Foundation either.  This also does not include any ETF holdings.  These are not quite all of his holdings inside of Cascade, but these are the bulk of the holdings:

Company (Ticker)                                                  Value                 Shares
Berkshire Hathaway (NYSE: BRK-A)             $573,480,000       4,050
Canadian National Rail (NYSE: CNI)           $1,589,028,000     33,859,544
Fisher Communications (NASDAQ: FSCI)  $17,298,000          455,700
Fomento Econmico Mexicano (NYSE: FMX)$412,617,000        10,810,000
Grupo Televisa S.A. (NYSE: TV)                      $467,803,000       19,680,400
Otter Tail Corp. (NASDAQ: OTTR)                  $88,455,000          2,556,499
PlanetOut Inc. (NASDAQ: LGBT)                    $3,240,000             521,739
PNM Resources Inc. (NYSE: PNM)               $150,569,000         7,019,550
Republic Services Inc. (NYSE: RSG)            $852,483,000         27,192,451
Six Flags, Inc. (NYSE: SIX)                              $20,728,000           10,210,600

If you want to see Mr. Gates’ new best friend’s holdings (that would be Warren Buffett) you can see all of those here for the same period.

Or you can see Carl Icahn’s top equity holdings as well.

Jon C. Ogg
February 16, 2008

Posted on: February 16, 2008 – 7:41 am in Insider Activity, , , , , , , , , , ,

Bill Gates & Cascade Holdings

These are the holdings of Cascade Investment Management, L.L.C. as of March 31, 2007.  For those that do not recognize the name "Cascade," that is Bill Gates own private investment vehicle he uses for outside unrelated and passive investments for his own money that is not tied to Microsoft operations.  Here are the holdings as of March 31 per the SEC FILING:

Stock                                                                                $$Value            Shares
BERKSHIRE HATHAWAY (BRK-A)        $441,410       4,050                
CANADIAN NAT. Rail (CNI-NYSE)        $1,387,530      31,434,745            
FISHER COMMUN. (FSCI-NASDAQ)    $22,147         455,700   
FOUR SEASONS HOTEL (FS-NYSE)   $57,483         715,850   
GRUPO TELEVISA SA (TV-NYSE)         $579,288      19,439,200 
OTTER TAIL CORP (OTTR-NASDAQ)   $87,535       2,556,499   
PNM RES INC  (PNM-NYSE)                   $210,581       6,519,550
REPUBLIC SVCS INC (RSG-NYSE)     $756,494      27,192,451 
SIX FLAGS INC  (PKS-NYSE)                  $61,366      10,210,600
WESTERN ASSET
CLAYMORE US TR                                    $26,425       2,270,200   
WESTERN ASSET/CLYMRE
US TR INF (WIA-NYSE)                             $48,872       4,113,800 

Jon C. Ogg
May 15, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: May 15, 2007 – 4:42 pm in Uncategorized, , , , , , , , , ,