While a wave of optimism has propelled U.S. stock markets to new highs since Donald Trump’s presidential-election victory, corporate insiders appear......
(read more)December 5 - Insider Trading, News - Comments
William von Mueffling became a revered name on Wall Street in the late 90’s, when he held on to his conviction and shorted tech stocks aggressively......
(read more)November 14 - Hedge Fund Analysis, Hedge Funds, News - Comments
Many investors are on edge after Friday’s poor price action. Although the S&P 500 is still well in the green year-to-date, there is more fear......
(read more)September 12 - Market Movers, News - Comments
Given that the best and the brightest work for hedge funds, we at Insider Monkey believe that keeping track of hedge fund activity in stocks is important......
(read more)September 5 - Hedge Funds, News - Comments
After experiencing a strong rally between November 2013 and June 2015, which caused the PHLX Semiconductor Index to double in value, semiconductor stocks......
(read more)August 14 - Hedge Funds, News, Tech - Comments
Crude futures are in the red again after the latest EIA report showed commercial crude oil inventories rising by 1.7 million barrels last week. Meanwhile......
(read more)July 27 - Earnings Report, News - Comments
After reporting financial results that trumped the estimates, Analog Devices, Inc. (NASDAQ:ADI)‘s stock has soared in pre-market trading on Wednesday......
(read more)August 19 - Earnings Report, Hedge Funds, News, Tech - Comments
William Von Mueffling’s Cantillon Capital Management recently submitted its 13F for the reporting period of June 30, revealing that it had a public......
(read more)July 30 - Hedge Fund Analysis, Hedge Funds, News - Comments
Cantillon Capital Management is a company investing in worldwide public equity markets, founded in 2003 by William von Mueffling. The fund has more......
(read more)May 6 - Hedge Funds, News - Comments
Cantillon Capital Management, managed by William Von Mueffling, recently filed a 13F with the U.S. Securities and Exchange Commission. The fund reported......
(read more)September 7 - Hedge Funds, News - Comments
In the latest round of filings with the Securities and Exchange Commission, Mario Gabelli and his fund, GAMCO Investors, have disclosed their latest......
(read more)July 25 - Hedge Funds, News - Comments
Last Friday, a Vice President and a Board Director of Analog Devices, Inc. (NASDAQ:ADI) have reported the sale of shares of the company. Richard Meaney......
(read more)June 23 - Insider Trading, News - Comments
Chipmaker Analog Devices, Inc. (NASDAQ:ADI) has had a sluggish year so far, disappointing investors consistently on its outlook and delivering mixed......
(read more)September 4 - News - Comments
In the eyes of many investors, hedge funds are seen as useless, outdated investment vehicles of a forgotten age. Although there are In excess of 8,000......
(read more)August 27 - News - Comments
In the 21st century investor’s toolkit, there are tons of indicators market participants can use to track publicly traded companies. Some of the most......
(read more)August 27 - News - Comments
Shares of Marvell Technology Group Ltd. (NASDAQ:MRVL) are up more than 60% year-to-date, so is now the time to take profits? To the average investor,......
(read more)August 26 - News - Comments
Does anybody love Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE:TSM)? To many of your peers, hedge funds are seen as overrated, old financial tools......
(read more)August 26 - News - Comments
Broadcom Corporation (NASDAQ:BRCM) is one of the most well-loved stocks on Wall Street, in terms of the sheer number of analysts who track the thing.......
(read more)August 22 - News - Comments
Yesterday, Cree, Inc. (NASAQ:CREE) discussed its Q4 2013 results. CEO, Charles M. Swoboda said that Cree, Inc. (NASAQ:CREE) was “in a great position......
(read more)August 14 - News - Comments
Microchip Technology Inc. (NASDAQ:MCHP) is a leading semiconductor manufacturer with a strong track record of paying dividends and has been increasing......
(read more)August 11 - News - Comments
If you are bullish on tech industries, it makes sense to back semiconductors, which directly supply the end markets. However, there are a few headwinds......
(read more)July 26 - News - Comments
Micron Technology, Inc. (NASDAQ:MU) continues to fly. What’s more is there could be even more upside to the stock in the coming months. The stock......
(read more)April 16 - News - Comments
Billionaire Steve Cohen added a number of stocks to his portfolio last quarter. He manages some $14 billion via his SAC Capital hedge fund, with over......
(read more)March 28 - Hedge Funds - Comments
Income investment is one of the more popular investment styles, and not without reason. The primary focus in this investment style is to invest in stocks......
(read more)March 20 - News - Comments
Out of all investment styles, income investment is one of the most popular, and there are good reasons for its popularity. Income investment focuses on......
(read more)March 8 - News - Comments
Writing on semiconductor companies is a tough job given the many complicated terms encountered that have to be described to general investors looking......
(read more)February 27 - News - Comments
The day on which semiconductor player Analog Devices, Inc. (NASDAQ:ADI) closed in on its 52-week high turned out to be the day when it posted disappointing......
(read more)February 25 - News - Comments
This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, Wall......
(read more)February 20 - News - Comments
The chip market has been facing several headwinds ranging from competitive supply pressure to market transitions. It should thus not be surprising that......
(read more)February 19 - News - Comments
While semiconductors offer a great way to diversify in technology, they are suffering from a plethora of problems right now. From market deceleration......
(read more)February 4 - News - Comments
William von Mueffling founded Cantillon Capital Management in 2003 after a very successful stint at Lazard. The fund originally followed a long/short......
(read more)January 11 - Hedge Funds - Comments
At the beginning of October, billionaire Ken Griffin’s Citadel Investment Group owned 3.3 million shares of Fairchild Semiconductor International (NYSE......
(read more)December 20 - Hedge Funds - Comments
Avago Technologies Ltd (NASDAQ:AVGO) recently reported its preliminary financial results based on which we provide a unique peer-based analysis of the......
(read more)December 10 - Stock Analysis - Comments
We continue to look for high quality dividend growth ideas in a low interest rate environment. Today we will analyze Microchip Technology Inc. (NASDAQ......
(read more)October 17 - Stock Analysis - Comments
You may know who David Tepper is. In case you don’t, he’s a hedge fund manager. He made $4 Billion last year and currently ranks as the 258th......
(read more)November 13 - Hedge Funds - Comments
