Latest News on Markets

Penn Virginia SLB

John Labanowski Is Bullish On Callon Petroleum Company (CPE) & Increases Stake

Is Callon Petroleum Company (NYSE:CPE) a buy? John Labanowski, the manager of Brenham Capital Management, seems to think so, judging by his fund’......(read more)
Greenlight Capital

Billionaire David Einhorn, Smart Money Buying Up Shares Of CONSOL Energy Inc. (CNX)

The smart money is buying CONSOL Energy Inc. (NYSE:CNX). According to SEC filings, Southeastern Asset Management increased its position from 44,949,771......(read more)
LVS, MGM

Las Vegas Sands Corp. (LVS): Has The Bottom Been Reached?

Las Vegas Sands Corp. (NYSE:LVS) reported Q2 earnings of $0.60 per share on revenues of $2.92 billion versus expectations of earnings of $0.61 per share......(read more)
financial-crisis-stock-arrow-down

Stocks Sinking On Earnings Reports: Ingersoll-Rand PLC (IR), CommVault Systems, Inc. (CVLT)

CommVault Systems, Inc. (NASDAQ:CVLT) reported its fiscal 2016 first quarter results today, while Ingersoll-Rand PLC (NYSE:IR) reported its second quarter......(read more)
mining-440743_1280

Freeport-McMoRan Copper & Gold Inc. (FCX)’s Stock Jumps 8% As Morgan Stanley Analyst Reiterates Positive Outlook For Company: Hedge Funds Disagree

Freeport-McMoRan Copper & Gold Inc. (NYSE:FCX)‘s stock has lost nearly 50% of its value since the beginning of May, with the majority of this......(read more)
Laser Technology Research

IPG Photonics Corporation (IPGP) Soars Over 13% On Solid Q2 Results, Q3 Outlook: Hedge Funds Wary

Because of better-than-expected results for its second quarter in addition to its third quarter guidance, shares of IPG Photonics Corporation (NASDAQ:......(read more)
Inflation Food Prices

SUPERVALU INC. (SVU) Jumps As It Considers Save-A-Lot Spinoff: Did Hedge Funds Foresee This?

The market is responding positively to SUPERVALU INC. (NYSE:SVU)’s announcement that it is considering spinning off Save-A-Lot into a separate publicly......(read more)
Ford Motor Company (F), NYSE:F, Yahoo Finance,

Ford Motor Company (F) Routs Expectations On Back Of Record North American Profit, Investors Remain Cautious

Ford Motor Company (NYSE:F) routed Wall Street expectations with its second quarter earnings announced today, thanks to a lot of help from record profits......(read more)
Apple Inc. (NASDAQ:AAPL), Apple TV, Remote control, Tv, Video, Technology, digital, black, editorial,

Lucas Capital Management Loves Energy Stocks and Apple Inc (AAPL)

Russell Lucas’ Lucas Capital Management has filed its 13F with the SEC for the reporting period of June 30. Lucas Capital Management, which is known......(read more)
Phillip Goldstein Bulldog Investors

Bulldog Investors Builds Large Activist Stake In Hill International Inc (HIL) Leading Up To Candlestick Point Announcement

Bulldog Investors, which is managed by Philip Goldstein (pictured), Andrew Dakos, and Steven Samuels initiated an activist stake in Hill International......(read more)
China Chinese Wall

Did Hedge Funds See Baidu.com, Inc. (BIDU) Being Pummeled By Gloomy Q3 Outlook?

Baidu.com, Inc. (ADR) (NASDAQ:BIDU) has plunged by 13.46% in early morning trading, as the stock felt the market’s cold reception to its gloomy outlook......(read more)
Och-Ziff Capital Management

Daniel Och’s OZ Management Believes The Future Is Sunny For Starwood Hotels & Resorts Worldwide Inc. (HOT)

In an amended 13D filed with the SEC on July 27th, Daniel S. Och’s OZ Management has disclosed a 5.05% ownership stake in Starwood Hotels & Resorts......(read more)
Mario Gabelli

Mario Gabelli Discloses Freshly-Made Activist Moves In Astec Industries Inc. (ASTE), Mueller Industries Inc. (MLI), And Others

GAMCO Investors is a publicly traded asset management company established by Mario Gabelli in 1977. Gabelli, who serves as the chairman and chief executive......(read more)
South America

Neon Liberty Capital Management’s Top 3 Stock Picks For Q3

Satyen Mehta founded Neon Liberty Capital Management, a New York-based hedge fund, in 2002. The fund primarily invests in global emerging and frontier......(read more)
Christian Leone

Has Christian Leone Cut Back His Stake In Altisource Portfolio Solutions S.A. (ASPS) Too Early?

In a Form 4 filed with the Securities and Exchange Commission, Christian Leone’s Luxor Capital Group has disclosed sales on July 23 of 362,150 shares......(read more)
Nymox Pharmaceutical Corporation (NYMX)

Nymox Pharmaceutical Corporation (NYMX) Jumps On News Of Study Results

Nymox Pharmaceutical Corporation (NASDAQ:NYMX) announced on Monday that its phase 3 studies of fexapotide triflutate for BPH, NX02-0017, and NX02-0018......(read more)
Automotive

3M’s High Multiple Likely Magnifying The Disappointment

Summary - 3M was expected to be one of the safer picks in this quarter, but the more “industry average” performance of the second quarter......(read more)
restaurant-691397_1280

GrubHub: Dip Offers Attractive Valuation

Summary - GRUB was downgraded by analysts at Cowen who expressed concerns over the competitive landscape inherent to the online food delivery takeaway......(read more)
aircraft-513641_1280

Air Methods Threats To Pricing Power Overstated

Summary - Air Methods operates an insulated, price inelastic business that has strong recurring revenues and several avenues for growth. - The ACA law......(read more)
Microsoft, is MSFT a good stock to buy, Bill Gates, Janicki OmniProcessor, human waste, drinking water

Bill Gates’ 4 Highest Conviction Dividend Growth Stocks

Bill Gates is currently the richest person in the world. He has amassed a $79 billion fortune. There are 2 other people in the $70 billion+ club; Warren......(read more)
oil 2

Bakken Update: Mega-Fracs Are The Reason U.S. Oil Production Remains High In A Low-Price Environment

Summary - Lower rig and completion numbers have not caused a rollover in U.S. oil production. - Marked improvements in well design plus high-grading have......(read more)
Ken Fisher - FISHER ASSET MANAGEMENT

Billionaire Ken Fisher’s Top SMid-Cap Stock Picks

Founded in 1979, Ken Fisher’s Fisher Asset Management is an independent, privately-owned money management firm with tens of billions of dollars in......(read more)
motherboard, circuit, chip, Intel, Micron, Qualcomm, AMD

Micron A Steal Under $20

Summary - MU is mired in a sector that shorts are targeting and that China is trying to disrupt. - Tsinghua has reiterated they are serious about making......(read more)
DLR Most Expensive Computers In the World

Ignore The Hype: Splunk Remains Overvalued

Summary - Unprofitable business faces multiple threats. - Negative ROIC leaves little pricing power or flexibility. - Already high valuation, even taking......(read more)
KYTan/shutterstock.com

Here’s Why Pacific Ethanol Inc (PEIX) Is Trending Higher Today

Pacific Ethanol Inc (NASDAQ:PEIX)‘s stock has been on a steady decline since mid-May losing about 37.2% of its value. However, the stock was gaining......(read more)
Scripps Networks Interactive SNI TV Watching

AT&T: DirectTV Acquisition Adds Strategic Value, $38 Fair Value

Summary - The FCC recently approved AT&T’s acquisition of DirecTV, and we believe this widens AT&T’s economic moat and adds strategic......(read more)
pills-575765_1280

Is The Market Overreacting As Magellan Health Services Inc (MGLN) Sinks?

Magellan Health Services Inc (NASDAQ:MGLN) is sinking in trading today following the release of its second quarter financial results this morning. Despite......(read more)
car-527817_1280

TrueCar Inc (TRUE) Continues Its Slide on Monday with a 14% Drop

One of the stocks that lost ground on Monday is TrueCar Inc (NASDAQ: TRUE), which currently trades 14% in the red. Today’s decline follows a 40......(read more)
David Einhorn

David Einhorn Follows Mason Hawkins And Dives Into The Slumping CONSOL Energy Inc. (CNX)

Renowned activist investor, David Einhorn of Greenlight Capital has increased his holding in CONSOL Energy Inc. (NYSE:CNX) by a massive 43.8%, according......(read more)
Medicinova

MediciNova, Inc. (MNOV)’s Stock Jumps on FDA Approval of Second Protocol

On Monday, MediciNova, Inc. (NASDAQ:MNOV)‘s stock ranked among the top gained, jumping by 22% morning trading and then retracting to 15%, after......(read more)
plane-50893_1280

Republic Airways Holdings Inc. (RJET) Is Ringing Alarm Bells For the Airline Industry

Republic Airways Holdings Inc. (NASDAQ:RJET) has cratered by more than 56% today after the company announced weak second quarter preliminary results......(read more)
RENAISSANCE TECHNOLOGIES

Magnetek Inc (MAG) Bought By Columbus McKinnon Corp. (CMCO) And The Hedge Funds That Profited

Shares of Magnetek Inc (NASDAQ:MAG) are up by over 53% in trading today as the producer of power supply systems for the material handling industry (among......(read more)
Picture1

Monday Movers On Analyst Ratings: Box Inc (BOX), QUALCOMM, Inc. (QCOM) & GrubHub Inc (GRUB)

Box Inc (NYSE:BOX), QUALCOMM, Inc. (NASDAQ:QCOM) and GrubHub Inc (NYSE:GRUB) were among the early movers on Monday after the stocks received upgrades......(read more)
camera-775487_1280

NEP Group IPO – Burning Lots Of Cash, Don’t Plug In

Summary - Pittsburgh-based NEPG provides production solutions to cable networks, television broadcasters and event producers. - Set to IPO 7.31.2015,......(read more)
Intel Corporation (NASDAQ:INTC), Logo, Sign, Building, Headquarters

Intel Is Pushing Aggressively Into The Internet Of Things

Summary - Intel has an Internet of Things initiative that has generated large revenue but with a growth of only 4% in the latest quarterly earnings. -......(read more)
Yahoo! Inc. (NASDAQ:YHOO), Icon, App, Sign, Symbol, Smartphone, Screen, Soical Media Icons

Yahoo: Aabaco Spin-Off Is A Highly Unattractive Investment

Summary - Yahoo unveiled its plans to spin-off its 15% stake in Alibaba into Aabaco, an independent investment fund. - Aabaco is an SPE de-facto for Alibaba......(read more)
moneybags-30556_640

Orchid Island Capital: Can It Get Any Easier?

Summary - Orchid Island Capital had another major day of selling, and the discount to comparable mREITs is getting huge. - I’ve already shown that......(read more)
home, buying, mortgage, calculator

Stocks To Avoid? Caspian Capital Has New Bets Against These Stocks

Mark Weissman, Adam Cohen and David Coleto’s Caspian Capital Partners recently filed its 13F with the SEC for the reporting period of June 30. Among......(read more)
LRAD Corporation

LRAD Corporation Showtime Activism

Summary - LRAD shares are at a new low despite growth catalysts in place. - An insider activist fund is correctly complaining about lack of share buybacks......(read more)
oil-106913_1280

The Energy Sector: Bottoming Or ‘Lower For Longer’?

Since last September ’14, the Energy sector has gotten crushed, and basic commodities have followed. When this blog post was written in May ’......(read more)
sports-car-633291_1280

Earnings Preview: Goodyear Tire & Rubber Poised For Q2 Beat

Summary - Goodyear Tire reports Q2 FY2015 earnings before market opens on Wednesday, July 29th. - The Street is expecting EPS of $0.77 on revenues of $......(read more)
cheerful pharmacist chemist woman standing in pharmacy drugstore

Pfizer And Merck Earnings Previews: Mega-Cap Pharmas Try To Stem Revenue Erosion

Summary - Both large-cap giants are trying to reinvigorate pipeline growth. - Interesting stat on revenue declines. - Pfizer has slightly better value......(read more)
ETE

Insiders Buy Kinder Morgan Shares Hand Over Fist

Insider shareholders just keep coming back to the Kinder Morgan (NYSE:KMI) well. Not the literal well, mind you. Kinder Morgan is a natural gas pipeline......(read more)
Chip

The Case For Micron Technology’s Recovery

Summary - Expected 2H 2015 stabilization of the PC market. - New product launches will improve margins. - The consolidated industry is becoming more rational......(read more)
800px-Mercedes-Benz_used_cars_in_KNOWLEDGE_CAPITAL

Autobytel: Expect Volatile Earnings

Summary - ABTL is set to announce Q2 earnings on Thursday after the market close, and we expect volatile after-hours movement. - Historically, ABTL’......(read more)
computer-768608_1280

Profits Matter: Why This Isn’t The Bottom For TrueCar

Summary - Shares of TrueCar were down in excess of 35% Friday after the company cut Q2 guidance. - Even though shares of TRUE crashed, they still aren......(read more)
drugs-206150_1280

Teva Pharmaceutical Industries Ltd (TEVA) Ascends On Allergan PLC (AGN) Generics Purchase, Mylan NV (MYL) Withdrawal

Teva Pharmaceutical Industries Ltd (ADR) (NYSE:TEVA) shares reached as high as $83 per share in pre-market trading Monday, or over 18% higher than the......(read more)
Eric Mandelblatt Soroban Capital Partners

Soroban Capital Partners LP Strengthens Its Position In Time Warner Cable Inc (TWC)

Eric W. Mandelblatt’s Soroban Capital Partners LP has shown strong interest in Time Warner Cable Inc (NYSE:TWC) through its latest 13G filing with......(read more)
Most Expensive Computers In the World

Qualcomm: Why I Just Bought Shares Of This Cash Machine

Summary - Qualcomm had a bad quarter, as virtually everything that could have gone wrong, did go wrong. But the company still generates a lot of free......(read more)
Biggest Film Studios in the World

Limestone Value Partners’ Top Stock Picks: Realogy Holdings Corp (RLGY), Comerica Incorporated (CMA), Time Warner Inc (TWX)

Douglas B. Dunn’s Limestone Value Partners LLC has filed its 13F with the SEC for the reporting period of June 30, 2015. The Houston, Texas-based hedge......(read more)
X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 129% in 2.5 years!! Wondering How?

Download a complete edition of our newsletter for free!