Activist Investor

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Why Carl Icahn Might Not Succeed in Freeport-McMoRan

Activist investor Carl Icahn disclosed nearly an 8.5% stake in the copper and gold miner Freeport-McMoRan Inc. (NYSE: FCX) after the markets closed on Thursday. This is not the first ...
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What Carl Icahn Wants From Freeport-McMoRan

After the markets closed on Thursday, activist investor Carl Icahn revealed that he had acquired an 8.46% stake in copper and gold miner Freeport-McMoRan Inc. (NYSE: FCX). The stock, which ...
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Does Nelson Peltz Activist Math Add Up in Sysco?

Sysco Corp. (NYSE: SYY) has seen a big, late-Friday pop on what was first an exclusive report from CNBC that Trian's Nelson Peltz has taken a 7% stake or so ...
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Why AmEx Activist Role Looks Limited, Likely Unsuccessful

American Express Co. (NYSE: AXP) may be a value trap, or in this case a ValueAct trap. After a 6% share price gain on Friday, on a down day in ...
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What Icahn Wants From Cheniere Investment

Activist investor Carl Icahn disclosed on Thursday the acquisition of 19.4 million shares of stock in Cheniere Energy Inc. (NYSEMKT: LNG), about 8.2% of the company’s outstanding shares. Shares were ...
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Could Bill Ackman Entice Warren Buffett in Mondelez?

Is it possible that activist investors now have just too much money under their management and are simply biting off more than they can chew? This is the question that ...
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Starboard Value Sets Its Eyes on MedAssets

Starboard Value, the activist investor firm that helped instigate the Staples and Office Depot merger, is making another call for MedAssets Inc. (NASDAQ: MDAS) to up the ante. In an ...
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5 Analyst Stock Picks From July That Could Double

Many investors love undiscovered hidden value in stocks, even if it is in a stock that they know. Some of the most very aggressive investors will even reach for the ...
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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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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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