Activist Investor


What Does ValueAct See in Taking an Activist Role in Fertilizers?

Hedge fund ValueAct Capital Management on Friday filed a Form 13-D with the U.S. Securities and Exchange Commission (SEC) disclosing the acquisition of 8.19 million shares of Canada-based fertilizer maker ...
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What EMC Earnings Said Without Saying: Activists Go Away!

EMC Corp. (NYSE: EMC) may be under activist pressure, but the storage king reported that its third-quarter consolidated revenue was up 9% year-over-year to a record for the quarter of ...
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The Plan to Drive Amgen Shares Up Over 70%

Amgen Inc. (NASDAQ: AMGN) used to be the king of biotech by size. That was then, and now is the time for a break-up or other efforts. At least that ...
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Beware: Spin-Off Efforts May Wreck Corporate Credit

Investors are getting more and more accustomed to spin-off pressure being forced by activist investors. Some spin-offs take place merely because companies have decided that this is perhaps the last ...
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Carl Icahn Says True Value of Apple Share Is $203 — in Over 4,500 Words

Carl Icahn has lived up to his promise for an interesting open letter to Apple Inc. (NASDAQ: AAPL) CEO Tim Cook. This is more like a novelette or whitepaper than ...
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Carl Icahn Promises ‘Interesting’ Letter to Apple

UPDATE: The letter is out and Icahn has lived up to his promise for an interesting open letter. Activist investor Carl Icahn tweeted a message late Wednesday morning that he ...
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An Unusual EMC Response to Elliott on Divesting VMware Proposition

EMC Corporation (NYSE: EMC) has formally responded to the letter issued by activist investment advisor Elliott Management for EMC to begin the process to divest its super-majority voting stake in ...
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Ratings Agency No Fan of eBay-PayPal Split

eBay Inc. (NASDAQ: EBAY) was given high marks by the market this week when the company finally capitulated to the outside pressure by Carl Icahn and others to begin the ...
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Relational Activist Fund Wind Down Weighing on Key Holdings

News that Relational is winding down could be a negative for several stocks. The Wall Street Journal reported that Co-founder Ralph Whitworth's throat cancer has returned and that the giant ...
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Will Google Buy PayPal?

Now that we know that eBay Inc. (NASDAQ: EBAY) has caved into the demand from activist investor Carl Icahn and agreed to spin off its PayPal division, we can’t help ...
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Why Carl Icahn Gets What He Wants

When activist investor Carl Icahn first bought a stake of around 0.8% in eBay Inc. (NASDAQ: EBAY) in January of this year, the curtain went up on a play where ...
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Icahn Prevails — eBay, PayPal Split in the Works

Nine months ago activist investor Carl Icahn launched a drive to get eBay Inc. (NASDAQ: EBAY) and its CEO John Donahoe to split off the PayPal payments segment of the ...
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Analyst Sees PetSmart Over 20% Overvalued, No Merger Coming

PetSmart Inc. (NASDAQ: PETM) is not going to be taken private, or so the analyst team at Bank of America Merrill Lynch believes. PetSmart has been in a bit of ...
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What the iBillionaire ETF Changes Look Like Now

The Direxion iBillionaire Index ETF (NYSEMKT: IBLN) recently made some serious changes to its portfolio, based upon iBillionaire Index changes. The exchange-traded fund has made several changes after the broad ...
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The 10 Most Dominant Warren Buffett Stocks

Berkshire Hathaway Inc. (NYSE: BRK-A) recently released its latest changes to the company's public equity holdings, as of June 30, 2014. What stood out the most was just how large ...
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