For Sanofi SA (ADR) (SNY) Chronic Diseases Present the Future Focus
In an interview with CNBC, Chris Viehbacher, the CEO of Sanofi SA (ADR) (NYSE:SNY), discussed the steps that big pharma companies like Sanofi SA (ADR) (...
Author Archive - Brian Tracz
Billionaire John Paulson’s Latest Stock Picks
One of the most revered names in the business, billionaire hedge fund manager John Paulson is famous for his lucrative bets against subprime mortgages...
5 Dividend Stocks for the Next 5 Years
In the eight decades prior to 2010, dividends accounted for a whopping 44 percent of the total return of the stock market. When investors are able to...
The Facebook Inc (FB) Hurricane: Wait it Out
Of all the companies that have given social networking a try, Facebook Inc (NASDAQ:FB) has been both the most popular and the most troublesome among investors...
Revised: Apple Inc (AAPL) is the Post-PC Juggernaut
Apple Inc (NASDAQ:AAPL) share have stumbled back to the $600 level and investors should be asking themselves whether now is a good entry point for the...
Apple Inc (AAPL) is the Post-PC Juggernaut
Now that Apple Inc (NASDAQ:AAPL) have stumbled back to the low $600 region, investors should be asking themselves whether now is a good entry point for...
Apple Inc (AAPL) and Facebook Inc (FB): Time to Buy Both?
Apple Inc (NASDAQ:AAPL) is the most popular stock among hedge funds, it is also one of the most successful technology companies. Facebook Inc (NASDAQ...
Playing the Third Smartphone OS: Nokia Corporation (NYSE:NOK) or Research In Motion (RIMM)?
In the smartphone wars, it is not clear if there will be a third operating system to stand next to Android and iOS, either in the consumer space or in...
Arena Pharmaceuticals, Vivus Inc, and the Weight-loss Craze
According to a Centers for Disease Control study earlier this year, about 36 percent of Americans are obese. While this might seem like an investing goldmine...
Apple Inc (AAPL) is a Conservative Investor’s Paradise
Apple Inc (NASDAQ:AAPL) is the most popular stock among billionaires. No company receives as much attention as Apple Inc. (NASDAQ:AAPL), a fact that,...
A Hedge Fund’s Bets in Generic Pharmaceuticals
Visium Asset Management was founded by Jacob Gottlieb in 2005. Though this hedge fund initially specialized in health care stocks, the firm now manages...
A Hedge Fund’s Picks for a Stronger Economy
Richard S. Meisenberg is the manager and founder of ACK Asset Management, a hedge fund created in 2005 that specializes in small cap and mid cap equities...
Will J.C. Penney Really Transform Retail?
Some have hailed the recent J.C. Penney Company, Inc. (NYSE:JCP) rally as a one supported merely by technicals, thereby pressuring J.C. Penney management...
Is Yahoo Inc (YHOO) A Good Stock to Buy Post Alibaba Deal?
Yahoo! Inc. (NASDAQ:YHOO) announced on Tuesday that it will be returning $3.6 billion of the $4.3 billion proceeds from the sale of its stake in Alibaba...
Playing Oil, Upstream and Downstream
Two important general trends in oil exploration, production, and refining are particularly worth noting. First, over the past two years, many integrated...
Tremblant Capital’s Stock Picks: Imax, Visa, Procter&Gamble
Tremblant Capital Group, founded by Brett Barakett, is a hedge fund specializing in consumer goods and services. As CEO, Barakett’s strategy has...
David Nierenberg’s Top Stock Picks: Hewlett-Packard, Move Inc, and More
David Nierenberg is both the founder of the D3 Family Funds, a family of funds managed by Nierenberg Investment Management Company, and the fund’...
Activist Rehan Jaffer’s Top Picks
Rehan Jaffer is an activist investor who founded H Partners Management in 2005 and presently has around $1 billion in assets under management (AUM). Jaffer...
Akanthos Capital’s Top Picks: General Motors, Wynn Resorts, and Allegheny Tech
General Motors Company (NYSE:GM), Wynn Resorts (NASDAQ:WYNN), and Allegheny Technologies (NYSE:ATI) are among Akanthos Capital’s top stock picks...
4 Rock Solid Value Plays from the Kahn Brothers
The Kahn Brothers have operated their namesake hedge fund, Kahn Brothers Group, since 1978. Irving Kahn studied under Benjamin Graham and earned his M...
GM, Wynn Resorts Among Akanthos Capital’s Top Stock Picks
Michael Kao is founder and CEO of Akanthos Capital Management. After completing his undergraduate studies in engineering and computer science at the University...
Top Stock Picks by Long-Term Value Hedge Fund
Jeffrey Ubben founded ValueAct Capital and, since 2000, has served as its CEO and CIO. Prior to founding and managing his own fund, Ubben was a managing...
Highside Capital’s Top Stock Picks
Highside Capital Management, managed by Lee Hobson, maintains a balanced portfolio of equities focused in the service, technology, finance, and healthcare...
Long-Term Investment Ideas from Julian Robertson’s Portfolio
Julian Robertson manages the famous Tiger Management, which boasted impressive 31.7 percent annual returns between 1980 and 1998. His “Tiger cubs”...
Is a Hewlett-Packard Turnaround Shaping Up?
Hewlett-Packard Company (NYSE:HPQ) announced its second quarter earnings on September 10, which were down 29.7 percent year-over-year. The company indicated...
Which Hedge Fund is Animating Achillion?
QVT Financial, a hedge fund managed by Daniel Gold, specializes in healthcare-related stocks, holding about half of its equity portfolio in biotech and...
Is Jim Chanos Short Selling These Stocks?
Jim Chanos is legendary for selling high and buying low, deriving much of his fame from shorting Enron in 2001 and his whistle-blowing coverage on Baldwin...
Why is Billionaire Eddie Lampert Buying More Sears Holdings Shares?
ESL Investments, a hedge fund managed and founded by billionaire Eddie Lampert, focuses on service sector equities. As of June 30, the fund’s top...
Why is Billionaire Steve Cohen Building his TiVo Inc Stake?
Billionaire Steven Cohen’s SAC Capital Advisors is one of the most prestigious hedge funds around. The fund has returned nearly 30 percent annually...
Nokia Corporation (NOK), Where Art Thou?
Nokia Corporation (NYSE:NOK) is in the process of a major product revamping effort. Earlier this year, a number of investors were disappointed by the...
Billionaire Carl Icahn’s Federal-Mogul Play
Federal-Mogul Corporation (NASDAQ:FDML) supplies a variety of safety and powertrain equipment to original equipment manufacturers (OEMs) in the auto industry...
Billionaire George Soros’ Long-term Picks
Multibillionaire George Soros, a Hungarian-American hedge fund manager and political activist, is well known for currency speculation and “breaking...
Is Gap a Good Buy Right Now?
Apparel retailers are difficult investments to make in uncertain economic times. The Gap Inc. (NYSE:GPS) operates a number of different stores with different...
Billionaire James Dinan’s Latest Stock Picks: Bank of America Corp (NYSE:BAC), Tyco International
James Dinan’s York Capital Management is a 20-year-old fund with an impressive performance record—the fund lost value in only three of those years...
Billionaire Nelson Peltz’s Stock Picks
Nelson Peltz, manager of Trian Partners, is an activist investor who owns shares of a relatively small number of companies that he believes he can readily...
Top Picks of Yahoo’s Czar Investor: Apple Inc, News Corp, Delphi
Billionaire Dan Loeb, manager and founder of Third Point, is known for his legendary letters to company executives regarding the “abysmal record of...
Billionaire Bill Ackman’s Recent Moves: Citigroup, Kraft, PG
Bill Ackman is a billionaire activist investor who has turned around companies like McDonald’s Corporation (NYSE:MCD), while seeing some less successful...
Billionaire Chase Coleman’s Top Picks: Apple Inc, LinkedIn, Yandex
Apple Inc (NASDAQ:AAPL), Linkedin Corporation (NYSE:LNKD), and Yandex (NASDAQ:YNDX) are among billionaire Chase Coleman’s top holdings. Only in...
A Big-time Hedge Fund’s Newest Picks: Vivus Inc, Exxon Mobil, Marathon Petroleum
Passport Capital, managed by John Burbank, was founded in 2000 and focuses on fundamental macroeconomic insight in toggling its investment strategies....
Billionaire Ray Dalio’s Top Picks: Microsoft, HP, Dell, Oracle
One of the most formidable personalities in the financial universe, Billionaire Ray Dalio has had one of the most successful track records among hedge...
Apple Inc (NASDAQ:AAPL) is Killing Dell Inc and Hewlett-Packard
If we are in the middle of the Apple Inc (NASDAQ:AAPL) Renaissance, then we are also in the middle of the Dark Ages of Dell Inc. (NASDAQ:DELL) and Hewlett...
Intrepid Capital Reveals Its Latest Picks
Intrepid Capital Management is a mid-size fund managed by Mark Travis and based in Florida (you can view the company’s portfolio here). Founded...
Billionaire Nelson Peltz Sold This Stock Recently
Trian Partners, managed by billionaire Nelson Peltz, held 603,250 shares of Heinz (NYSE:HNZ) as of March 31–its eleventh largest holding. On July...
JANA Partners’ Latest Stock Picks
JANA Partners, managed by activist investor Barry Rosenstein, has a simple tagline for its event-related approach: “ignore the crowd.” This $2.4 billion...
Billionaire Dan Loeb Upped His Yahoo Stake, Again!
Yahoo (NASDAQ:YHOO) is starting to give its investors some hope. The former content emperor of the internet has recently made moves to recapture its former...
4 Stocks Insiders Are Buying Recently
Tracking insider information is one of the most well-established ways to profit from the stock market. A number of empirical studies have shown that non...
Is Now a Good Entry Point for McDonald’s or Chipotle?
McDonald’s (NYSE:MCD) reported its sluggish quarterly earnings today. With earnings of $1.32 per share, the company slid below the Street’s $1.38...
Is Abbott Labs A Good Investment Right Now?
Abbott Laboratories (NYSE:ABT) reported on Wednesday that they had met the Street’s second quarter earnings expectations, increasing diluted earnings...
Avoid This Tech Value Trap
Kynikos hedge fund manager JimChanos reported on Wednesday that he is shorting Hewlett-Packard (NYSE:HPQ), calling it a big “value trap.” There have...
Nelson Peltz is Selling This Stock
Trian Fund Management bought about 669,000 shares of Family Dollar (NYSE:FDO) last November, attractively valued at $37 to $39 per share. Ed Garden, co...
