Insider Monkey Blog


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)

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)

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)

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)
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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)
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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)
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Things Are Looking Up For Trinity Industries

Summary - Shares of Trinity Industries rose more than 5% on July 24th after management reported a nice uptick in sales and strong profit growth. - This......(read more)

FTC’s Open And Shut Case Vs. Herbalife Should Be Winding Down

Summary - The silence is deafening on the Herbalife front. - Prosecution should only be a matter of time. - Herbalife remains a pyramid scheme. If you......(read more)

Coghill Capital Management Maintains Stake In General Moly, Inc. (GMO), No Longer Activist

Clint Coghill’s Coghill Capital Management, a small-cap value investing advisor, has maintained its stake in General Moly, Inc. (NYSEMKT:GMO) as per......(read more)
medications-pharmacy drugs

Is Biogen’s Stock Plunge Overreaction?

Summary - Biogen stock fell 22% on last Friday after reporting a better than expected second-quarter profit, but the company missed estimates on revenues......(read more)
New York Stock Exchange

Week Ahead: 10 IPOs Set To Price During The Week Of July 27

The largest biotech ever to go public is on the calendar for this week, targeting a $2.2 billion valuation at IPO. Ten IPOs and one blank check company......(read more)
Doctor Medical Care Primary Care Healthcare

The Rationale Behind Anthem’s Purchase Of Cigna And How Much You Could Benefit

Summary - Despite announcing a large deal whereby Anthem will acquire Cigna, shares of both companies tanked on July 24th. - Although there is the risk......(read more)

Del Taco: Solid Results Should Draw Investor Attention

Summary - Del Taco reports 2Q results Monday after the close. We expect solid results to generate increased investor attention. - Del Taco, which came......(read more)
Chicago Bridge & Iron Company N.V. (NYSE:CBI)

Chicago Bridge & Iron: Still A Great Prospect

Summary - Shares of Chicago Bridge & Iron rose more than 4% on July 24th after the company reported revenue and earnings for its second fiscal quarter......(read more)
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Horseman Capital Is Betting Big On The Financial Sector

John Horseman founded Horseman Capital, a London-based long/short equity hedge fund, in 2001. According to the fund’s website, it had assets under......(read more)
Hospital Equipment

Cryder Capital’s Top New Pick And Old Favorites

Cryder Capital Partners LLP is a London-based, privately-owned hedge fund that has been around since October 2011. Ferdinand Groos, who previously worked......(read more)
Mark Rachesky MHR

Activist Investor Mark Rachesky Boosts His Bullish Stake In Navistar International Corporation (NAV)

In a recently-amended Form 4 filing with the SEC, Mark Rachesky’s MHR Fund Management disclosed three purchases of Navistar International Corporation......(read more)
Citigroup Inc (NYSE:C), Citi, Sign, building, Logo, Symbol

Top Q3 Stock Picks Of Y/Cap Management

Richard L. Haydon’s Tipp Hill Capital Management LLC is a New York-based hedge fund which was founded in July, 2009. Formerly known as Yield Capital......(read more)

Aaron’s, Inc. (AAN) Posts Earnings Beat, Raises Guidance, But Shares Drop: Time To Buy?

Aaron’s, Inc. (NYSE:AAN) reported its second quarter financial results towards the end of the last week. The furniture retailer beat the consensus......(read more)

This Healthcare Fund Thinks Large-Caps Are The Best Way To Go

HealthInvest Partners AB, led by Anders Hallberg and Carl Bennet, was founded back in 2006 with the purpose of investing in healthcare companies that......(read more)

Should You Buy NetSuite Inc (N) Following Its Major Leadership Change?

NetSuite Inc (NYSE:N) reported its second quarter financial results in the after-hours on Thursday. The cloud software provider managed to meet the Street......(read more)

Billionaire Ken Fisher Loves These Small-Cap Stocks

Ken Fisher’s Fisher Asset Management is one of the largest funds out of the universe of over 700 hedge funds that we track at Insider Monkey. Few may......(read more)
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U.S. IPO Weekly Recap: All Natural Pet Food Maker Is Top Dog In A Week With 3 IPOs

Every dog has its day, and this week it was Blue Buffalo: the year’s fifth-largest IPO surged over 30%. All three initial public offerings this......(read more)
Real Estate and Brokers

Top 10 Reasons Why Zillow Breaks $40

We have been skeptical of Zillow (NASDAQ:Z) for some time now. We first reported on the company in 2012, with frequent updates. Three years later, with......(read more)
Paul Ruddock ~ Lansdowne Partners

With Its Picks Coming Off Strong Q2, Lansdowne Sets Eyes On The U.K

Lansdowne Partners is a London-based hedge fund co-established by Paul Ruddock and Steve Heinz in 1998. The investment firm is one of the oldest and longest......(read more)

After Monster Q1, Hal Mintz’s Stock Picks Have Another Strong Quarter

Sabby Management is a New Jersey-based activist hedge fund launched by Hal Mintz in June 2011. The investment firm primarily employs an opportunistic......(read more)
Felix Baker - Baker Bros.

Baker Bros. Advisors Dump 75% Of Stake In XOMA Corp (XOMA) after Late-Stage Study Failure

Was Baker Bros. Advisors‘ investment in XOMA Corp (NASDAQ:XOMA) a mistake? According to a recent filing with the Securities and Exchange Commission......(read more)
anti-tank-guided-missile-63033_1280 OA RTN

Pentagon Insider: Guess Who Just Won a $1.56 Billion Defense Contract?

The Pentagon closed out the workweek Friday with 14 new defense contract awards, worth $700 million in total. Raytheon (NYSE:RTN) was the day’s......(read more)
feet, gout, cymabay, CBAY

CymaBay Therapeutics Has Peaked My Interest

Summary: - CymaBay has seen a fall from over $13 at the beginning of the year to the current $3 price. - Upcoming catalysts and potential partnerships......(read more)
lunch, pail, tupperware, TUP

Tupperware Brands Could Be A Value Trap

Summary: - After falling hard on July 22nd, some investors may find Tupperware to be a compelling long-term prospect, especially given its cheap share......(read more)

Monsanto: Cheap Doesn’t Always Mean Cheap

Summary: - So far this year, the times have not been particularly kind to Monsanto, which has seen sales and profits fall year-over-year. - This comes......(read more)
Newpark Resources Inc (NR), NYSE:NR,

Cameron International Might Be Trading Too Low

Summary: - Recently, shares of Cameron International have been hit due to its exposure to the energy industry, where the company plays an extremely active......(read more)
under, armour, running, shoes, UA

Why Investors Should Look At Lululemon Athletica Before Under Armour

Summary: - Shares of Under Armour just touched a fresh 52-week high after news broke that the company saw a nice increase in sales this past quarter. -......(read more)

Investors May Want To Ride AutoNation’s Shares Higher

Summary: - Despite the fact that shares of AutoNation are trading high compared to where they’ve been at in the past, investors should take a close......(read more)

IPO Quiet Period Expiration: Natera

Summary: - NTRA’s IPO quiet period expires on July 27th, allowing the IPO’s lead underwriters to release information about the company on July......(read more)
money, u.s, map, cash

Bank Of America: Big Cracks In The Facade Following Earnings

Summary: - Lackluster earnings followed announcements of two executive being disposed: the CFO and Vice Chairman of Wealth Management. - This spells a......(read more)
10 Vocational Skills in Demand Today

Modine: Well Prepared For Any Cycle

Summary: - Cyclical, currency and commodity pressures overshadowing a relatively good diversification and restructuring effort. - Core business positioned......(read more)
Insider Trading; purchase; Rubber Stamp; Sign; economy; business; finance; stock; price;

LRAD Corporation: Insider Selling Is Not Rad

Summary: - LRAD’s CEO and CFO have been exercising options and selling shares through the first half of 2015. - The share price has been plummeting......(read more)
ATM, bank, machine, money

Diebold Should Benefit From Transformation And New ATM-Cycle

Summary: - An impending ATM refresh cycle is likely to drive top line growth over the medium-term as banks, focused on profitability, are closing branches......(read more)
Apple Inc. (NASDAQ:AAPL), Iphone, Display, cellular, black, editorial, modern, technology

Argentiere’s Top Tech Stocks Include Apple Inc. (AAPL) and Yahoo! Inc. (YHOO)

Argentiere Capital, founded and managed by Deepak Gulati, is a Switzerland-based hedge fund founded in 2013. Gulati is the former head of global equity......(read more)
Visa Inc (NYSE:V), Visa Electron, Card, MasterCard, Cards, Credit, bank

Smart Money Had It Right As Visa (V) Beats On Earnings

Visa Inc. (NYSE:V)‘s fiscal third quarter earnings results have toppled Wall Street’s expectations. The third quarter revenues of the credit......(read more)
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Inotek Pharmaceuticals Corp (ITEK) Closes Week With A Bang After Positive Phase 2 Study Results

It was an excellent day yesterday for the shares of Inotek Pharmaceuticals Corp (NASDAQ:ITEK), as they continued their momentum from their gangbusters......(read more)

Juniper Networks, Inc. (JNPR) Posts Strong Q2 Earnings, But Were They Strong Enough To Buy It?

Juniper Networks, Inc. (NYSE:JNPR) reported a solid second quarter earnings beat on Thursday, as it reported $0.41 in earnings per share on revenue of......(read more)
beach-hut- travel tourism vacation

Tripadvisor Inc (TRIP) Sinks On Earnings Miss: Hedge Funds Saw This Nightmare Trip Coming

Tripadvisor Inc (NASDAQ:TRIP) reported its second quarter financial results in the after-hours on Thursday. The travel specialist reported weaker-than......(read more)
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Qlik Technologies Inc (QLIK) Shares Rise On Software Partnership, Higher Revenue Guidance

The shares of Qlik Technologies Inc (NASDAQ:QLIK) are trading 7.90% higher today after the company announced a partnership with AFAS Software, an ERP......(read more)

Biogen Inc (BIIB) Faces Biggest Intraday Drop in 7 Years After Missing Earnings Expectations

The shares of Biogen Inc (NASDAQ:BIIB) were down by 21.52% after missing analysts’ revenue expectations for the quarter and slashing its revenue guidance......(read more)
Top 10 Things to Do Before You Die

Bernard Selz’s Top New Picks For Q3

Bernard Selz’s hedge fund Selz Capital is a New York-based fund which offers investment advisory services regarding the security portfolios of individuals......(read more)

Glu Mobile: Kim K Trips, New Games Disappoint, Key Insider Sells Amid Crazy P/E

Summary - Glu’s three top games drive the bulk of past and current revenues. But they are beginning to decline. - New games launched so far this year......(read more)
Berkshire Hathaway Chairman Warren Buffett Interview

Why Warren Buffett Bought Suncor

Summary - Warren Buffett doubled down on his Suncor investment towards the end of 2014, while selling off most of his other energy holdings such as Exxon......(read more)

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