During the fourth quarter of 2012, Southeastern Management, a large mutual fund managed by billionaire Mason Hawkins, initiated a position of 1.5 million......
(read more)
May 13 - Hedge Funds - Comments
Editor’s Note: Related Tickers: Priceline.com Inc (NASDAQ:PCLN), Marvell Technology Group Ltd. (NASDAQ:MRVL), Herbalife Ltd. (NYSE:HLF) Hedge Funds......
(read more)
April 29 - Hedge Funds - Comments
For some time, a company tied to AGCO Corporation (NYSE:AGCO) Board member Mallika Srinivasan has been increasing its stake in the $4.7 billion market......
(read more)
April 18 - Insider Trading - Comments
With earnings season in full swing, investors are waiting every day to see how companies were able to round out the end of the year. Like most years surprises......
(read more)
February 22 - News - Comments
Berkshire Hathaway buys DaVita shares (Fox23) Warren Buffett‘s company now owns 14.5 percent of kidney dialysis firm DaVita Inc. (NYSE:DVA)‘......
(read more)
January 11 - Hedge Funds - Comments
An uncertain global macro environment has resulted in the markets valuing Caterpillar Inc. (NYSE:CAT) at only 10 times its trailing earnings, even though......
(read more)
January 7 - Stock Analysis - Comments
Strong population and income growth in the developing world have buoyed the demand for commodities, especially for food. At the same time, unstable weather......
(read more)
January 7 - Dividend Stocks - Comments
In a recent 13D filing with the SEC, Navistar International Corp (NYSE:NAV)’s largest shareholder, MHR Fund Management increased its stake by 17% to......
(read more)
December 13 - Hedge Funds - Comments
Per a 13D filing this week, Cascade Investment upped its stake in Deere & Company (NYSE:DE) by three million shares, good for a 12% expansion. Cascade......
(read more)
December 12 - Market Movers - Comments
It appears that Carl Icahn has given up on Oshkosh Corporation (NYSE:OSK). The 13D that Icahn filed with the SEC earlier this week showed that he had......
(read more)
December 7 - Insider Trading - Comments
Would You Have Fired Warren Buffett? (Minyanville) When should you think about firing your investment manager? There are many differences of opinion.......
(read more)
November 21 - Hedge Funds - Comments
The wit and wisdom of Warren Buffett (CNN) Fortune met Warren Buffett by accident in 1966. I was writing an investing article about another man, Alfred......
(read more)
November 19 - Hedge Funds - Comments
There are few people whose words can move entire markets, and Warren Buffett is once such man. While the famed value investor and Berkshire Hathaway......
(read more)
November 14 - Hedge Funds - Comments
Although the geographical size of China is perhaps not that difficult for North Americans to appreciate, their population is another matter. As China......
(read more)
November 5 - News - Comments
If Jim Rogers has taught us anything, it’s that agriculture exposure is a must for any investment portfolio. At first thought, some might be eager......
(read more)
October 29 - News - Comments
Caterpillar Inc. (NYSE:CAT), the world’s largest producer of heavy equipment, showed showed strong growth last quarter, posting EPS that was up almost......
(read more)
October 22 - Lists - Comments
There is a good deal of optimism, and certainly interest, among investors in companies tied to agriculture. As the world population grows, people will......
(read more)
October 10 - Stock Analysis - Comments
First Eagle Investment Management owned 8.8 million shares of Blount International, Inc. (NYSE:BLT), a forestry, lawn, and garden company currently at......
(read more)
October 9 - Hedge Funds - Comments
Caterpillar Inc (NYSE:CAT) has been a shoddy stock to hold since the start of 2012, returning -5.7%. In a time where the world’s largest manufacturer......
(read more)
October 8 - Stock Analysis - Comments
High quality stocks offer a reasonable premium during market downturns and periods of heightened volatility, widening credit spreads, and steepening yield......
(read more)
August 2 - Dividend Stocks - Comments
Phil Falcone’s Harbinger Capital is famous for making unpopular investments and profiting wildly from them. The fund became famous in 2007 for betting......
(read more)
January 31 - Hedge Funds, The Smart Set - Comments
Beating the S&P 500 index by investing in large cap stocks has been a formidable challenge for most mutual fund managers. Most mutual funds underperform......
(read more)
May 1 - Uncategorized - Comments
