Activist investors are always in the spotlight and their filings with the US Securities and Exchange Commission are always scrutinized, with the stocks...
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April 25 - Hedge Funds, News - Comments
While most hedge funds continue to lag the market, having returned an average of only 2% through May, about half of what S&P 500 (INDEXSP:.INX) returned...
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July 7 - Hedge Funds, News - Comments
Many investors liken railways to utilities and government bonds – relatively safe and predictable investments that are, well, maybe a bit boring. Investors...
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September 13 - News - Comments
Bill Ackman’s fund, Pershing Square, is one of the highest profile hedge funds in the world. As the company takes large, concentrated bets on major...
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September 3 - News - Comments
NEW YORK (AP) — J.C. Penney Company, Inc. (NYSE:JCP)‘s biggest investor, William Ackman, plans to sell his entire stake in the struggling...
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August 27 - News - Comments
George Soros, the man who famously broke the Bank of England on Black Wednesday, earning more than $1 billion in profit on the trade, has been rumored...
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August 12 - Hedge Funds - Comments
As a way to promote goods and services that is beneficial to society as a whole, governments often establish entities that have direct interaction with...
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August 5 - News - Comments
Pipeline blaze in the Gulf. Photo credit: AP Photo/US Coast Guard, Petty Officer 3rd Class Carlos Vega. So far, 2013 isn’t shaping up to be the...
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July 29 - News - Comments
Railroads are often seen as a bellwether for the broader economy because of the amount of retail and manufactured goods they transport across the nation...
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July 26 - News - Comments
The surge in U.S. oil production since 2008 has created tremendous opportunities for the midstream companies involved in oil storage and transportation...
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July 25 - News - Comments
Oil production in the U.S. has zoomed higher over the past couple of years and is now at the highest level in about two decades. That has created quite...
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July 18 - News - Comments
This weekend’s horrific railcar explosion in Lac-Mégantic, Quebec, has drawn sudden attention to the rapidly expanding use of railcars to transport...
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July 15 - News - Comments
Railroads are an industry looked favorably upon by many investors, including Warren Buffett. He’s perhaps the most famous investor in the world, and...
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July 10 - News - Comments
In the past twelve months, Kansas City Southern (NYSE:KSU) has experienced significant gains on the market, heading from around $70 per share to $112....
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July 10 - News - Comments
By now, you’ve probably heard about TransCanada Corporation (USA) (NYSE:TRP)’s Keystone XL pipeline. For even the most casual observer of...
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July 8 - News - Comments
Oil production in the United States has moved sharply higher in recent years due to high crude oil prices and technological advances in the extraction...
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July 5 - News - Comments
The United States is pumping out more crude oil than the country’s pipelines can carry. The risk associated with oil drilling in the United States has...
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July 5 - News - Comments
Pershing Square Capital invests in mid-cap and large-cap stocks of businesses with little financial leverage. The firm also invests in low-volatility...
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July 3 - Hedge Funds - Comments
“Hey! Hey! Ho! Ho! The Keystone pipeline got’s to go!” That was a protest chant from a march outside Washington D.C. where environmentalists...
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June 17 - News - Comments
In the race to move Canadian crude, pipelines are losing. Pipelines, built by companies such as TransCanada Corporation (NYSE:TRP) and Enbridge Inc (NYSE...
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June 14 - News - Comments
As natural gas continues to replace coal, many North American railroads have begun struggling to retain their growth momentum. Even the upcoming coal...
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June 13 - News - Comments
As the North American economy recovers, the rail sector has been one of the biggest beneficiaries. The demand for goods to be transported safely and efficiently...
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June 10 - News - Comments
American transportation companies are showing strong signs of life. From the chart below, note how well Dow Transports performed in the last 12 years...
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June 7 - News - Comments
The North American rail industry has been a life raft for oil production. In almost every major shale oil play in the U.S., production has steadily outpaced...
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June 5 - News - Comments
Billionaire Bill Ackman and Pershing Square Capital’s latest filing with the SEC shows that he has kept his top five steady and is continuing his...
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June 4 - Hedge Funds - Comments
Four North American railroads are seeing explosive growth in shipments of crude due to a lack of pipeline capacity in the United States and Canada. But...
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June 4 - News - Comments
Increasing concern over global warming has spurred a new style of environmentally responsible investing.The Green Century mutual fund family is a leader...
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June 3 - News - Comments
Last month, I suggested that The Procter & Gamble Company (NYSE:PG) would be a good stock for a retiree’s portfolio. The company is built around...
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May 30 - News - Comments
Third Point’s Dan Loeb is known largely for his shareholder activism. On Tuesday, his fund began a campaign to get Japanese giant Sony Corporation (...
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May 17 - News - Comments
Who isn’t enthralled by the sound of a train whistle in the distance? Billionaire investors like Whitney Tilson, Bill Ackman, and Warren Bufffett...
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April 24 - News - Comments
The railroad industry has gained attention from analysts and investors over the last couple of years, even investing superstar Warren Buffett made a big...
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April 3 - News - Comments
One way to find ideas among the thousands of publicly traded stocks is to look at the holdings of mutual or hedge funds that invest the same way that...
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March 26 - Hedge Funds - Comments
Earnings season is winding down, with most companies already having reported their quarterly results. But there are still some companies left to report...
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March 13 - News - Comments
Some investors have plunged into railroad stocks, believing they will benefit from a stronger North American economy in 2013. But are they overly optimistic...
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March 6 - News - Comments
Every quarter, many money managers have to disclose what they’ve bought and sold, via “13F” filings. Their latest moves can shine a...
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February 27 - Hedge Funds - Comments
After hedge fund manager Whitney Tilson split from partner Glenn Tongue of T2 Partners in mid-2012 he vowed to sell off some major stakes in the likes...
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February 20 - Hedge Funds - Comments
Earnings season is in full swing, with huge numbers of companies having already given their latest numbers to investors, and Enbridge Inc (USA) (NYSE:...
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February 14 - News - Comments
Einhorn’s Greenlight Increases Bet on Elekta Share Drop (Bloomberg) David Einhorn’s hedge fund Greenlight Capital Inc. increased its bet that shares...
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January 21 - Hedge Funds - Comments
According to a filing with the SEC, Henry Davis, a Board member at Kansas City Southern (NYSE:KSU) bought 67,300 shares of the company’s stock on November...
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November 23 - Insider Trading - Comments
Bad Cohen optics (NYPost) Hedge-fund titan Steven Cohen is casting a shadow over the government’s last outstanding insider-trading trial. Only one person...
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November 19 - Hedge Funds - Comments
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. His battle...
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October 2 - Hedge Funds - Comments
LouAnn Lofton-Top Female Achiever (MyNewOrleans) It takes a certain kind of person (read: bold, sharp and witty) to single out Warren Buffett in a book...
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July 2 - Hedge Funds - Comments
Ackman Puts Stamp On Canadian Pacific With New CEO (Bloomberg) William Ackman had to wait only six weeks after winning a proxy fight at Canadian Pacific...
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June 29 - Hedge Funds - Comments
In a presentation dated February 6, 2012, Pershing Square’s Bill Ackman defended his suggestion of Hunter Harrison as a candidate for CEO of Canadian...
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April 3 - Hedge Funds - Comments
Chanos, Zimmerman on Hedge Fund History (Bloomberg) Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed...
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February 22 - Hedge Funds, Macroeconomic Predictions - Comments
Paulson Files to Approach Hartford Holders About Breakup (Bloomberg) Billionaire John Paulson, who controls an 8.4 percent stake in Hartford Financial...
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February 15 - Hedge Funds, Macroeconomic Predictions - Comments
Ackman Faults Canadian Pacific Chief for ‘Worst Railroad’ (Bloomberg) Canadian Pacific Railway Ltd.’s (CP) support for Chief Executive Officer Fred...
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February 7 - Hedge Funds, Macroeconomic Predictions - Comments
Pershing Square’s Bill Ackman was on CNBC’s Squawk Box this morning (see the video here). Ackman Discussed Taxes Ackman also discussed taxes...
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January 26 - Hedge Funds, The Smart Set - Comments
Canadian National Railway (CNI) “suspended the pension benefits of former Chief Executive Hunter Harrison and was seeking court approval to cancel...
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January 25 - Hedge Funds - Comments
Hedgies Braving Battered Markets to Go It Alone (Reuters) Several high-profile hedge fund managers are preparing to strike out on their own this year,...
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January 25 - Hedge Funds, Macroeconomic Predictions - Comments
