Activist Investor

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Why Icahn May Be Too Ambitious in His Apple $240 Target

Carl Icahn is back at it again. The 79-year old activist investor has issued an open letter to Apple Inc. (NASDAQ: AAPL) CEO Tim Cook, with a valuation path -- driven ...
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Why DuPont Investors Are Not Happy After Peltz Loses

Board elections are an important process within any company because these elected directors steer the company. Wednesday morning E.I. du Pont de Nemours and Company (NYSE: DD) announced the preliminary results ...
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Would Yum Dare Spin Off Its China Operations? (UPDATE)

Yum! Brands Inc. (NYSE: YUM) is finding itself targeted by an activist investor. Corvex Management's Keith Meister keyed in on the Ira Sohn Conference, with the view that a Yum ...
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icahntwit

Icahn Wants Bigger Share Buyback From Apple

During a Wall Street Week interview in which Carl Icahn called Apple Inc. (NASDAQ: AAPL) the Secretariat of corporations and the best company of the past 50 years, the activist investor also mentioned ...
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Did the Lumber Liquidators Turnaround Just Become Catastrophic?

Lumber Liquidators Holdings Inc. (NYSE: LL) reported its first-quarter financial results before the markets opened Wednesday. The flooring company had a net loss of $0.29 per share on $260.0 million ...
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Is Qualcomm Activist Only Short-Term Oriented?

Hedge fund Jana Partners wants semiconductor maker Qualcomm Inc. (NASDAQ: QCOM) to spin off its chip-making business while retaining Qualcomm’s patent licensing and other businesses. The activist investor claims that ...
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More Details on eBay and PayPal Separation and Terms for Years Ahead

The old activist push against eBay Inc. (NASDAQ: EBAY) to spin out PayPal is now even closer to taking form. In 2014, eBay decided to separate the PayPal and eBay ...
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Why Activist Investors May Be Bad for Corporate Credit

The financial media is enamored with the more well-known activist investors. After all, they are very vocal, controversial and adversarial, and they can be extremely entertaining compared to most traditional ...
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Lumber Liquidators Business Holds Up Better Than Expected

People in the entertainment industry say that any publicity is good publicity. Lumber Liquidators Holdings Inc. (NYSE: LL) would currently disagree with this notion. In fact, a spotlight on national ...
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A Serious Win-Win for Dow Chemical and Olin

It looks like activist investors finally will get their way with Dow Chemical Co. (NYSE: DOW) and it will divest part of its business. Actually, this is a win-win for ...
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Does Carl Icahn Trump Capex Cuts at Chesapeake?

Chesapeake Energy Corp. (NYSE: CHK) has been unable to avoid the trap of lower oil and gas prices in 2014 and 2015. That being said, famed activist investor Carl Icahn ...
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Have Herbalife Shares Bottomed?

Shares of Herbalife Ltd. (NYSE: HLF) may still be way down from when activist investor Bill Ackman first publicly went after the maker of vitamins and health products. Needless to say, ...
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payoff

6 Mergers That Ought to Happen

If there is one thing that can result from a bull market and from a good economy in which companies have solid balance sheets, it is mergers and acquisitions. In ...
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Waikiki

Why MGM Activist Assumptions May Be Too Optimistic

Would MGM Resorts International (NYSE: MGM) be better off as a real estate investment trust (REIT)? Activist investor Land and Buildings (L&B) thinks that it would. The firm released a ...
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Casino Entrance

Should MGM Spin Off a REIT?

Hedge fund Land and Buildings announced on Tuesday that it plans to nominate four candidates for the board of directors of MGM Resorts International Inc. (NYSE: MGM) and is proposing ...
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