Author Archive - javier-hasse

Apple Inc. (AAPL), Qihoo 360 Technology Co Ltd (QIHU), Anheuser Busch Inbev SA (ADR)(BUD): How Valiant Capital Gained 5.3% in 6 Months

Apple Inc. (NASDAQ:AAPL)
Christopher R. Hansen’s Valiant Capital lost 1.24% in June, although its side pocket portfolio gained 2.56%. The liquid fund, which accounts for more......(read more)

Cognizant Technology Solutions Corp (CTSH), Liberty Global plc (LBYTK): How Lone Pine Capital Lost 1% in 6 Months

Michael Kors Lone Pine Capital
Lone Pine Capital, the hedge fund managed by Tiger cub Stephen Mandel, lost about 1%* in the first half of 2014. One investor in the funds assured that......(read more)

Shire PLC (ADR) (SHPG), Time Warner Cable (TWC): How John Paulson Got His Mojo Back

best gold ETF
John Paulson’s funds posted strong returns in June, especially on the back of merger arbitrage plays, an activity in which Paulson has been involved......(read more)

Foreign Companies News: Rio Tinto plc (ADR) (RIO), Novartis AG (ADR) (NVS), GlaxoSmithKline plc (ADR) (GSK)

GlaxoSmithKline plc (ADR) (NYSE:GSK)
Rio Tinto plc (ADR) (NYSE:RIO), the world’s second-biggest mining company, is now seeing iron ore trading close to $100 per metric ton. Chief Executive......(read more)

Whiting Petroleum Corp (WLL), Kodiak Oil & Gas Corp (USA) (KOG): John Paulson’s Picks: Get Ready For More Consolidation in the U.S. Oil & Gas Industry

PAULSON & CO
John Paulson of Paulson & Co., who correctly forecasted that both Whiting Petroleum Corp (NYSE:WLL) and Kodiak Oil & Gas Corp (USA) (NYSE:KOG)......(read more)

Jeff Smith Wants MeadWestvaco Corp. (MWV) to Spin Off its Specialty Chemical Business in Order to Unlock Obscured Value

Jeff Smith
In early-June, Jeff Smith of Starboard Value sent a letter to MeadWestvaco Corp. (NYSE:MWV)’s Chairman and Chief Executive, John Luke Jr., detailing......(read more)

Why Larry Robbins Recommends National-Oilwell Varco Inc. (NOV)

GLENVIEW CAPITAL
As the Delivering Alpha Conference develops, and hedge fund managers, including Michael Novogratz of Fortress Investment Group, Omega Advisors’ Leon......(read more)

Nationstar Mortgage Holdings Inc (NSM), Springleaf Holdings Inc (LEAF): Novogratz’s Investment Ideas at the Delivering Alpha Conference and a Few His Picks

top hedge funds
A few hours ago, Michael Novogratz of Fortress Investment Group spoke at the Delivering Alpha Conference´s panel on “Best Ideas,” along with Omega......(read more)

Ken Griffin and Market “Rigging” as Delivering Alpha Conference Approaches

CITADEL INVESTMENT GROUP
CNBC’s Delivering Alpha Conference is set to kick off Wednesday, and reporter Kate Kelly shared a preview of her interview with Citadel Investment Group......(read more)

Actavis plc (NYSE:ACT), Citigroup Inc (NYSE:C): Leon Cooperman at Delivering Alpha Conference: A Preview of Some Possible Stock Picks

Leon Cooperman Omega Advisors
The 4th Annual Delivering Alpha Conference will start tomorrow, July 16, in New York City, featuring various prominent figures from the finance world......(read more)

CIM Commercial Trust Corp (CMCT), Tri Pointe Homes Inc (TPH), Select Income REIT (SIR): Three Companies With Big Insider Purchases

Tri Pointe Homes
Research recently conducted by InsiderMonkey has shown that stocks with multiple insider purchases outperformed the market by an average of 7 percentage......(read more)

Visteon Corp. (VC), YRC Worldwide Inc. (YRCW), Golar LNG Limited (USA) (GLNG): How Solus Alternative Asset Management Returned 14% in 6 Months

Visteon Corp
“Solus Alternative Asset Management LP, the $4.5 billion event-driven distressed hedge-fund firm led by Christopher Pucillo, climbed 2 percent in......(read more)

Twenty-First Century Fox Inc (FOXA), MakeMyTrip Limited (MMYT), Vipshop Holdings Ltd – ADR (VIPS): How Tiger Global Returned 15% in 2 Months

Chase Coleman Tiger Global Management
Tiger Global Management is an asset management firm founded and managed by Chase Coleman. Its star hedge fund Tiger Global, managed by Feroz Dewan, returned......(read more)

Actavis plc (ACT), Gilead Sciences Inc. (GILD), Macquaire Infrastructure Company LLC (MIC): Selz Capital’s Top Stock Positions for Q2 2014

Magellan Midstream Partners, L.P. (NYSE:MMP)
Bernard Selz’s Selz Capital recently disclosed at the SEC its long equity positions as of June 30 2014. The fund declared stock holdings worth more......(read more)

United Rentals Inc. (URI), Techne Corporation (TECH), SBA Communications Corporation (SBAC): Amongst Rail-Splitter Capital Management’s Top Picks from Q2

United Rentals, Inc. (NYSE:URI)
John Croghan and Richard Fradin’s Rail-Splitter Capital Management has recently disclosed its long equity positions for the second quarter of 2014 in......(read more)

Diamondback Energy Inc (FANG) and United Rentals Inc. (URI) Amongst Navellier’s Top New Stock Picks

NAVELLIER & ASSOCIATES
Louis Navellier’s Navellier & Associates recently filed its Schedule 13F for the second quarter of 2014. In it, the fund disclosed its long equity......(read more)

Synovus Financial Corp. (SNV) and Wells Fargo & Co (WFC) Amongst Basswood Capital’s Top Picks For Q2

Synovus Financial Corp. (NYSE:SNV)
A few days ago, Matthew Lindenbaum’s Basswood Capital, filed a Schedule 13F with the SEC, disclosing his long equity positions as of June 30, 2014......(read more)

Hess Corp. (HES), Intel Corporation (INTC), Columbia Banking System Inc (COLB) Amongst Michael Price’s Top Picks

Michael Price
As we continue to track hedge fund holdings, we would like to take a look into the equity portfolio of MFP Investors, managed by Michael Price. This......(read more)

SVB Financial Group (SIVB), Waddell & Reed Financial Inc. (WDR), Domino’s Pizza Inc. (DPZ): Ken Fisher’s Top Small-Cap Picks

Ken Fisher - FISHER ASSET MANAGEMENT
Although chances of outperforming the wider market by emulating hedge fund picks is quite unlikely, odds increase when you focus on small-cap companies......(read more)

China Yuchai International Ltd (CYD), Utstarcom Holdings Corp. (UTSI), Chiquita Brands International Inc (CQB): Shah Capital Management’s Top Picks for Q2 2014

China Yuchai International Limited
Shah Capital Management, the hedge fund founded and managed by Himanshu H. Shah, recently filed its form 13F for the second quarter of 2014, disclosing......(read more)

Apple Inc. (AAPL), Micron Technology Inc (MU), Marvell Technology Group Ltd (MRVL): Greenlight Capital Outperforming Peers on the Back of These Stocks

GREENLIGHT CAPITAL David Einhorn
David Einhorn‘s Greenlight Capital has been outperforming most other major hedge funds this year. Thru the end of June, the fund has returned......(read more)

Allergan Inc. (AGN), Canadian Pacific Railway Ltd (CP): Pershing Square Up 25%

Bill Ackman in crowd
While most hedge funds continue to lag the market, having returned an average of only 2% through May, about half of what S&P 500 (INDEXSP:.INX) returned......(read more)

Glenview Capital is Up 11% Betting on Flextronics International Ltd. (FLEX) & Humana Inc (HUM)

GLENVIEW CAPITAL
S0 far, 2014 has not been a very good year for hedge funds, in general. According to CNBC, the average fund was up only 2% through May, while the S&......(read more)

Starboard’s Gavin Molinelli To Be Appointed on Wausau Paper Corp. (WPP)’s Board

Wausau Paper Corp.(NYSE:WPP)
Last week, Jeffrey Smith’s Starboard Value LP and Wausau Paper Corp. (NYSE:WPP), a $513 million market cap company that manufactures, converts, and......(read more)

Recent Insider Activity: Big Purchases at Barnes & Noble Inc. (BKS), State Auto Financial Corp (STFC), Blue Capital Reinsurance Holdings Ltd (BCRH)

Barnes & Noble, Inc. (NYSE:BKS)
Tracking insider purchases can provide investors with great ideas. Over the past week, a few companies saw their insiders acquire big chunks of stock.......(read more)
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Insider Monkey Small Cap Strategy

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