Activist Investor

Macy store

Would Selling Real Estate Really Drive Macy’s Significantly Higher?

Macy's Inc. (NYSE: M) is already the king of mall-based and standalone department stores in America. Still, an idea for Macy's to greatly boost its value that has made the ...
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Thinking Beyond Activists in the Nokia and Alcatel-Lucent Merger

Alcatel-Lucent S.A. (NYSE: ALU) has been deemed a dud of a buyout by many investors. The consensus vote from the equity markets is that the buyout offer from Nokia Corp. ...
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How Citrix Could Be Worth 50% More

Citrix Systems Inc. (NASDAQ: CTXS) is under pressure from activist investors. Elliot Management is petitioning the Citrix board of directors to make some changes within the company. The endgame in ...
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2014 Jeep Cherokee

The Big 3 in Cars Almost Certainly Not Becoming the Big 2

Does Chrysler need to become owned by GM? Or what about owned by Ford? That is a question that is harder to answer than whether or not Ford Motor Co. ...
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Guru and Activist Chasers Likely Unhappy Over EMC Buying Virtustream

EMC Corp. (NYSE: EMC) has made the daily news flow after signing a deal to acquire the privately held Virtustream. The size of this $1.2 billion deal does not exactly ...
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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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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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Chip photo

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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PayPal logo

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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LumberLiquidators logo

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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Dow Chemical logo

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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