Billionaire Hedge Funds Are Losing Big on This iPhone 5 Supplier
Jabil Circuit, Inc. (NYSE:JBL) is an electronics supplier to key companies, such as Apple Inc (NASDAQ:AAPL) and Research In Motion Limited (NASDAQ:RIMM).
Author Archive - Marshall Hargrave
Which Organic Food Company is Billionaire Steven Cohen Betting On?
At the end of June, SAC Capital and Sigma Capital Management, an SAC subsidiary, took new positions in Annies Inc (NYSE:BNNY) that equaled almost 4% of the Annies outstanding ...
Bain Capital’s Bet Against Romney
As debate season heats up, we had an interesting takeaway from the first 2012 Presidential debate yesterday.
Turnaround Hedge Fund Manager is Looking to Hit a Home Run with This Stock
Lloyd Khaner is the general partner of Khaner Capital, a long/short value-focused hedge fund.
Billionaire David Einhorn’s Favorite Healthcare Stock
One of the top fund managers at the Value Investing Congress was David Einhorn of Greenlight Capital. Einhorn outlined two short ideas, as well as two long ideas.
Was Einhorn Right to Go After Green Mountain?
David Einhorn is back at it again—going after Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR) yesterday, on day two of the 8th Annual Value Investing Congress.
Is Netflix a Better Buy Than Amazon? This Hedge Fund Manager Thinks So
During Whitney Tilson’s presentation yesterday at the 8th Annual Value Investing Congress he identified three key long ideas.
Value Investing Congress 2012: Mick McGuire’s Top Picks
Yesterday Mick McGuire, founder of Marcato Capital Management announced three mid-cap stocks that he likes for long positions.
What Do Hedge Funds Think of the Travel Industry?
Paul Reeder and Edward Shapiro of Par Capital Management had over 25% of their firm’s second quarter 13F invested in the online travel booking industry.
Which Hedge Funds Are Bullish on the Auto Parts Industry?
The aftermarket parts and replacement parts industry has seen a string of positive growth from the DIY (do-it-yourself) market.
Is This Healthcare Giant a Good Investment?
In August, the healthcare giant Aetna Inc. (NYSE:AET) announced plans to purchase Coventry Health Care, Inc. (NYSE:CVH) for $5.7 billion.
Value Investing Congress 2012: Bill Ackman’s Favorite Long Idea
At the end of day one of the 8th Annual Value Investing Congress in New York, Bill Ackman presented his thesis on one of his biggest long ideas.
5 Stocks to Watch After China’s Manufacturing Miss
Earlier today, China's official survey of factory managers revealed a seventh straight quarter of contraction, and estimates put the country's annual economic growth easing to...
Chanos, Simons Among the Billionaires Betting on This Infrastructure Giant
In July, Chicago Bridge and Iron Company N.V. (NYSE:CBI) announced plans to acquire Shaw Group Inc. (NYSE:SHAW) at $46 per share.
Billionaire Eddie Lampert Dumps Some of This Sears Spinoff
In an amended 13D filing last week, Eddie Lampert and ESL Investments announced they were downsizing their Sears Hometown and Outlet Stores, the Sears Holdings Corporation (NASDAQ...
Which Billionaire Fund Manager Likes Horizon Pharma?
In a 13G filing last week, billionaire fund manager Thomas Steyer of Farallon Capital Management announced that his firm now had a 5.4% ownership stake in Horizon Pharma Inc.
Hedge Fund Manager Anand Parekh’s Top Picks
Anand Parekh, Chicago hedge fund manager, founded Alyeska Investment Group in 2008. Alyeska follows a market neutral strategy that takes both long and short positions.
Why Does This Hedge Fund Think Diamond Foods is Set for a Turnaround?
In a 13G filing yesterday, Litespeed Management LLC announced it had increased its stake in the snack food company Diamond Foods, Inc.
Insider Trading Report: Opko Health, Janus Capital & More
Being informed of what insiders are doing with their company’s stock—whether it be buying or selling—can be predictive of how a company might perform in the future.
Why is ‘Mini’ Berkshire Hathaway Selling Out of This Manufacturing Company?
Mueller Industries, Inc. (NYSE:MLI) in an amended 13G filing earlier this week announced plans to repurchase all 10,422,859 of the shares owned by Leucadia National Corp.
Facebook Inc (FB) Partners With Dropbox
File storage company, Dropbox, announced yesterday that it would now offer integration into the social networking site, Facebook Inc (NASDAQ:FB).
Silver Point Capital’s Top Stock Picks
Silver Point Capital LP, founded in 2002 by Goldman Sachs alums Edward A. Mule and Robert J.
Which Fund Lost Big on Knight Capital?
Knight Capital Group Inc. (NYSE:KCG) called Royce & Associates a 10.6% shareholder at the end of June. The stake was around 10.4 million shares.
Why is Steven Cohen Betting on This Healthcare Stock?
In a 13G filing this week, SAC Capital announced a 5% ownership stake in Magellan Health Services Inc (NASDAQ:MGLN) of 1,380,530 shares.
Do Hedge Funds Still Believe in Netflix (NFLX)?
Netflix, Inc. (NASDAQ:NFLX) is seeing competition for its online streaming business model, from age-old players in the TV/movie industry to e-commerce companies.
Which Hedge Funds Are Investing in the Airline Industry?
With rampant consolidation across the airline industry, has the tide changed for its companies? In the past, airline stocks have traded in lockstep with oil prices, generally ...
Why Apple Inc. (AAPL) Should Take On The TV Industry With iTV
With the release of the iMac in 1998, the iPod in 2001, the iPhone in 2007, then the iPad in 2010, what’s next? iTV in 2013? Here is why we think this is a must for Apple Inc...
Which Hedge Funds Are Playing The Weather?
Agricultural commodities can be strong in both the short and long run, and are currently being driven by a rash of bad weather.
Is Questcor Pharmaceuticals a Good Investment?
Questcor Pharmaceuticals, Inc. (NASDAQ:QCOR) made our list of terrible twenty stocks earlier this week.
Why Does John Paulson Love Gold?
On the back of QE3, commodities are sure to have an illustrious future, with gold having the potential to lead the way.
5 Monster Dividend Stocks Yielding 9%
We have identified five monster dividend stocks that yield at least 9%.
Robert Emil Zoellner’s Top Stock Picks
Robert Emil Zoellner is the President and Chief Portfolio Officer at Alpine Associates Advisors.
Facebook Inc. (FB) Hasn’t Scared Hedge Funds Out of Private Equity
Facebook Inc. (NASDAQ:FB) has caused many a headache in the investing world. After the so-called debacle that was the Facebook Inc.
Are These Hedge Funds Banking on a RIMM Takeover?
Research In Motion Limited (NASDAQ:RIMM) was founded in 1984 and is known for its BlackBerry wireless devices, which have been under siege for the past year.
Steven Cohen is Betting on Natural Gas With This Stock
In a 13G filing last week, SAC Capital announced it had increased its stake in Bill Barrett Corporation (NYSE:BBG) to 2,659,491 shares, a 5.5% ownership in the company.
QE3: Time to Buy Financials?
With QE3 now in play, we believe that several funds may be set to capitalize on the policy’s impact on financials.
5 High-Growth High Dividend Stocks
At a time when many investors are seeking yield, much solace has been found in utilities, but one issue with this sector is its limited upside.
Osterweis Capital’s Top Stock Picks
John Osterweis graduated from Bowdoin College with a B.A. in Philosophy, and then with an M.B.A. in Finance from Stanford University in 1969.
Jim Simons, Israel Englander Among Those Betting on Duke Energy
As the yearlong merger saga between Duke Energy Corp. (NYSE:DUK) and Progress Energy Inc.
Is It a Good Idea to Buy UGGs This Winter?
Many investment firms thought it would be a good idea to buy Deckers Outdoor Corp (NASDAQ:DECK), distributor of the UGG brand boots, going into the fall season.
QE3: Time to Buy Utilities?
Ben Bernanke and the Federal Reserve announced a third round of accommodative monetary policy earlier this week, which will be an open-ended form of purchasing additional mortgage...
First Eagle’s Top Stock Picks
Born in France, Jean-Marie Eveillard entered the world of finance in 1962 with an analyst job at Societe Generale. Eveillard then relocated to the U.S.
10 High-Dividend Stocks That Could Afford to Pay You Double
We have identified ten stocks that have high dividend yields – those greater than 3% - that could afford to pay double their current dividend, i.e.
Bed Bath & Beyond (BBBY): These Hedge Funds Got Burned Again
Bed Bath & Beyond Inc. (NASDAQ:BBBY) is one of the largest U.S.
The Terrible 20: Underperforming Stocks with High Short Interest
The list of the stocks with a high level of short interest is filled with many names investors should expect, while others may come as a surprise.
Why is This Hedge Fund Bearish on a Hertz-Dollar Thrifty Merger?
In a recent 13G filing, James Dinan and York Capital Management decreased their ownership in Dollar Thrifty Automotive Group, Inc. (NYSE:DTG) from 11.3% down to 7.9%.
5 Dividend Monsters Hedge Funds Are Bullish About
In the current economic environment, many hedge funds are looking for returns amongst high dividend yielding stocks.
Which Hedge Funds Predicted the Railway Downgrade?
Earlier today, UBS made sweeping downgrades in the railroad sector, citing decline of coal and grain volumes as the main reason.
Liberty Media, AutoNation Among Murray Stahl’s Top Stock Picks
Murray Stahl founded Horizon Kinetics, the parent company of Horizon Asset Management, in 1985.
QE3: Did Hedge Funds Know It Was Coming?
The notion of QE3 rejuvenates thoughts of Ben Bernanke and the Fed flooding the market with dollars, weakening the U.S.
