Amgen, Inc. (AMGN), VCA Inc (WOOF), Cheniere Energy, Inc. (LNG) Among Stocks Pitched at Robin Hood Conference

Dan Loeb Is Bullish on Amgen, Inc. (NASDAQ:AMGN)

Third Point 2014 Q3 Investor Letter

As it has been mentioned earlier, Dan Loeb said that he is bullish on Amgen, Inc. (NASDAQ:AMGN). The manager of Third Point not only pitched the company during the conference, but also sent a letter to investors presenting the company in which Third Point owns a stake, although it was not revealed. At the end of the second quarter Third Point held a total of 450,000 shares. According to the investor, if Amgen, Inc. (NASDAQ:AMGN) decides to separate into two companies, MatureCo and GrowthCo, it would be appreciated by other shareholders as well.

Aside from Amgen, Dan Loeb also included eBay Inc (NASDAQ:EBAY) and Alibaba Group Holding Ltd (NYSE:BABA) in the list of stocks that he is bullish on.

One of the largest investors in Amgen, Inc. (NASDAQ:AMGN), is healthcare-focused fund, Orbimed Advisors, led by Samuel Isaly. Orbimed holds some 2.25 million shares of the company as of the end of June.