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Posts Tagged ‘Newsfeed’

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XPO Logistics Inc (XPO): Here’s Why Mar Vista Investment Partners Likes It

Mar Vista Investment Partners, a California-based minority-owned investment management firm, is bullish on XPO Logistics Inc (NYSE:XPO). In its Q4 investor......(read more)
CarMax, Inc (NYSE:KMX)

CarMax, Inc (KMX): Why Mar Vista Investment Partners Loves This Stock

Mar Vista Investment Partners is a California-based investment management firm that recently published its Q4 investor letter (you can download a copy......(read more)
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Iqvia Holdings Inc (IQV): Why RiverPark Loves This Health Care Services Company

RiverPark is bullish on Iqvia Holdings Inc (NYSE:IQV) in which the fund started a new position during the fourth quarter of 2017. In its Long/Short Opportunity......(read more)
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UnitedHealth Group Inc (UNH): Here’s Why RiverPark Bought Shares In Q4

RiverPark opened a small position in UnitedHealth Group Inc (NYSE:UNH) during the fourth quarter. In its Long/Short Opportunity Fund Q4 Investor Letter......(read more)
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Playa Hotels & Resorts NV (PLYA): Dane Capital Sees Strong Long-Term Growth

Dane Capital sees a strong long-term growth for Playa Hotels & Resorts NV (NASDAQ:PLYA), a $1.7-billion market cap operator of hotels and resorts.......(read more)
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Limbach Holdings, Inc. (LMB): Dane Capital Expects ‘Significant Upside’ to Shares In 2018

Dane Capital Management recently published its Q4 investor letter in which the fund discussed its investment thesis on Limbach Holdings, Inc. (NASDAQ:......(read more)
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Tidewater Inc. (TDW): Why Third Avenue Management Likes It

Third Avenue Management is bullish on Tidewater Inc. (NYSE:TDW), a $560-million market cap provider of offshore service vessels and marine support services......(read more)

Aspen Insurance Holdings Limited (AHL): Here’s Why Third Avenue Bought Shares

Third Avenue Management added Aspen Insurance Holdings Limited (NYSE:AHL) to its portfolio during the fourth quarter as part of its small cap investment......(read more)
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Why Upslope Capital Is Bullish On Bemis Company, Inc. (BMS)

Upslope Capital is bullish on Bemis Company, Inc. (NYSE:BMS), a manufacturer of packaging products headquartered in Neenah, Wisconsin. In its Q4 investor......(read more)
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Upslope Capital Opens Short Position In Crown Holdings, Inc. (CCK)

Upslope Capital recently published its Q4 investor letter in which the investment firm discussed important changes to its portfolio positions during the......(read more)
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Top Performing Fund Goes Short On Sanderson Farms, Inc. (SAFM)

Wolf Hill Capital is bearish on Sanderson Farms, Inc. (NASDAQ:SAFM), the third-largest domestic poultry producer in the United States. The top-performing......(read more)

Constellium NV (CSTM): Why Wolf Hill Capital Loves This Aluminum Stock

Wolf Hill Capital is bullish on Constellium NV (NYSE:CSTM), a Netherlands-based developer of aluminum products. Constellium had a solid year in 2017,......(read more)
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Archrock Partners LP (APLP): Wolf Hill Sees ‘Substantial Upside’ For Combined Company

Wolf Hill Capital recently published its Q4 investor letter in which the fund discussed Archrock Partners LP (NASDAQ:APLP), Constellium and other companies......(read more)
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Celgene Corporation (CELG): Here’s What Polen Capital Thinks About It

Florida-based Polen Capital sees value in Celgene Corporation (NASDAQ:CELG), which struggled during the past year. The biotechnology company dropped nearly......(read more)
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Nike Inc (NKE) Could Deliver Mid-Teens EPS Growth Over Long Term: Polen Capital

Florida-based investment management firm Polen Capital is bullish on Nike Inc (NYSE:NKE). In its Q4 letter to investors (you can download a copy here),......(read more)

Regeneron Pharmaceuticals Inc (REGN)’s Dupixent Has Multi-Billion-Dollar Potential: Polen Capital

Florida-based investment manager Polen Capital is bullish on Regeneron Pharmaceuticals Inc (NASDAQ:REGN), a New York-based biotech company with six FDA......(read more)

Celgene Corporation (CELG) Offers Compelling Growth Opportunity: Wedgewood

Missouri-based investment firm Wedgewood Partners loves Celgene Corporation (NASDAQ:CELG), an $81-billion global biopharmaceutical company whose shares......(read more)
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Apple Inc. (AAPL): Here Is What Wedgewood Thinks About iPhone Maker

Wedgewood Partners, a Missouri-based investment advisory firm, is bullish on, Apple Inc. (NASDAQ:AAPL) which had a good year in 2017. In its Q4 investor......(read more)

Is General Electric Company (GE) A Good Stock To Buy Right Now? 

Is General Electric Company a good stock to buy right now? After its toughest year since the financial crisis, General Electric Company (NYSE:GE) is off......(read more)
GoDaddy, is GDDY a good stock to buy, Ingrid Lunden, NYSE:GDDY,

Is Godaddy Inc (GDDY) a Good Stock to Buy in 2018?

Godaddy Inc (NYSE:GDDY) is Arizona-based web hosting and domain name registration company, having a market cap of more than $8 billion. The ‘digital......(read more)
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Pershing Square Sells Entire Stake in Nomad Foods Limited (NOMD)

Pershing Square closed its position in Nomad Foods Limited (NYSE:NOMD) during the third quarter. Nomad Foods is a British Virgin Islands-based packaged......(read more)
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10 Best Selling Consumer Products in Bangladesh

To know more about Bangladeshi lifestyle, knowing about these 10 best selling consumer products in Bangladesh would be a great first step. Consumer......(read more)
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Why Pershing Square Still Likes Restaurant Brands International Inc (QSR)

At Insider Monkey, we keep a close eye on hedge funds, and Bill Ackman‘s Pershing Square Capital Management is without a doubt one of the best.......(read more)
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Hedge Fund Managers Share 6 Best Investing Ideas for 2018

At this year’s Sohn Investment conference in London, some of the renowned hedge fund managers shared their best ideas about investing next year.......(read more)
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Old Republic International Corporation (ORI): Bireme Capital Opens New Position in Q3

Bireme Capital recently released its Q3 investor letter (you can download a copy here) in which the hedge fund discussed its investment thesis on Old......(read more)
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Twenty-First Century Fox Inc (FOXA): Bireme Capital Sees Great Value In ‘Hidden Assets’

Bireme Capital is bullish on Twenty-First Century Fox Inc (NASDAQ:FOXA). In its Q3 investor letter (you can download a copy here), the hedge fund discussed......(read more)
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Express Scripts Holding Company (ESRX): Bireme Capital Betting Big On This PBM Company

Bireme Capital sees a value in Express Scripts Holding Company (NASDAQ:ESRX), a $34-billion market cap pharmacy benefit management (PBM) company in North......(read more)
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Aimia Inc (AIM): Mittleman Brothers Loves This Data-Driven Marketing And Loyalty Analytics Firm

Mittleman Brothers recently published its Q3 investor letter (you can download a copy here). In the letter, the hedge fund discussed its investment thesis......(read more)
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Why Target Corporation (TGT) Sank Last Week Despite Surge in Same-Store Sales

Target Corporation (NYSE:TGT), one of the top online shopping sites in America, saw a significant rise in its quarterly same-store sales according to......(read more)

International Business Machines Corp. (IBM) Likely to Make Comeback Despite Buffett Selling More Shares: Cramer

International Business Machines Corp. (NYSE:IBM) is an old-school tech firm that the millennial generation may not be all that familiar with. And one......(read more)
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Hayden-Capital Comments on Interactive Brokers Group, Inc. (IBKR)

In Hayden-Capital‘s third quarter letter to investors (the fund generated a 1% return net of fees for the period to bring its total gain to 14.9......(read more)
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Alphabet Inc (GOOG), Jacobs Engineering Group Inc (JEC), Wells Fargo & Co (WFC): Insights From Sequoia Fund’s Q3 Letter

Sequoia Fund just released its Q3 letter, and the fund returned 3.71% net of fees for the three months, slightly trailing the S&P 500’s 4.48......(read more)
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Redknee Solutions Inc (RKN): Greenhaven Road Likes This Telecom Software Supplier

Greenhaven Road Capital is bullish on Redknee Solutions Inc (TSE:RKN), a Canada-based provider of communication software products, solutions, and services......(read more)
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Fiat Chrysler Automobiles (FCAU) – Up Over 80% This Year – Is ‘Substantially Undervalued’: Greenhaven

Fiat Chrysler Automobiles (NYSE:FCAU) is one of the most beloved stocks of Greenhaven Road Capital. The hedge fund recently released its Q3 investor letter......(read more)
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O’Reilly Automotive Inc (ORLY) Is A Buy Right Now According To This Value Fund

 Is O’Reilly Automotive Inc (NASDAQ:ORLY) a good stock to buy? Vulcan Value Partners‘ third quarter investor letter is out, and the fund......(read more)
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AMC Entertainment Holdings Inc (AMC) On The Verge of Big Returns According To Mittleman Brothers

AMC Entertainment Holdings Inc (NYSE:AMC) hasn’t exactly done well this year. Its stock has gone down over 60% as investors become less optimistic......(read more)
Amazon, is AMZN a good stock to buy, Amazon Prime Now,, Inc. (AMZN) is Destroying Retailers But There’s a Way to Survive, Inc. (NASDAQ:AMZN) is a massive business that is a becoming a massive challenge for retailers day by day. Well, if you don’t know that Amazon......(read more)
World Wrestling Entertainment Inc. (WWE), NYSE:WWE,

World Wrestling Entertainment, Inc (WWE) Downgraded by FBN Securities After Torrid Run

World Wrestling Entertainment Inc (NYSE:WWE) had its stock downgraded by analysts at FBN Securities on Monday after they soared to a multi-year high following......(read more)
GoDaddy, is GDDY a good stock to buy, Ingrid Lunden, NYSE:GDDY,

Is Godaddy Inc (GDDY) A Good Stock To Buy?

Is Godaddy Inc (NYSE:GDDY) a good stock to buy?  Godaddy Inc is a $7-billion market cap technology company that is engaged in domain name registration......(read more)
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Why This Hot Fund Likes Tripadvisor Inc (TRIP)

Although Greenhaven Road isn’t exactly a house hold name, it has been on an unquestionable hot streak. For its Q3 performance, the fund delivered......(read more)

EZCORP Inc (EZPW): Hazelton Capital Partners Continues to Give the Thumbs Up

Hazelton Capital Partners, LLC is a fund that has beaten the market so far in 2017. According to the fund’s Q3 letter, the fund returned 16.2% year......(read more)
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Expedia Inc (EXPE) Shares Plunge As Stormy Weather Batters Results

Expedia Inc (NASDAQ:EXPE) shares plummeted sharply on Friday, losing 16% and have fallen by another 3% this morning after the online travel company reported......(read more)
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The Coca-Cola Co (KO): Investment Thesis on Why KO Is a Buy

The internet has made our life easier in so many ways. It has become a great place for experts to share their views and ideas with the world. Sometimes......(read more)

Aryeh Capital Management’s Thesis on Servicemaster Global Holdings Inc (SERV)

Aryeh Capital in bullish on Servicemaster Global Holdings Inc (NYSE:SERV) a $6 billion dollar company whose stock is up 18.5% year-to-date. Per Aryeh......(read more)

Madison Square Garden Co (MSG) Gets Love from Margate Capital

Madison Square Garden Co (NYSE:MSG) seems to be a pretty good bet according to Samantha Greenberg of Margate Capital, who presented the stock at the......(read more)
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Long-Term Alibaba Group Holding Ltd (BABA) Investors Should Read This

Alibaba Group Holding Ltd (NYSE:BABA) shares almost doubled since the US presidential elections. As a long-term Alibaba Group Holding Ltd shareholder......(read more)

TreeHouse Foods Inc. (THS): Wedgewood Capital Sells Entire Stake in Food Processing Firm

Is TreeHouse Foods Inc. (NYSE:THS) a good stock to buy? One of the funds tracked by Insider Monkey, Wedgewood Capital, sold its entire stake in TreeHouse......(read more)
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Ross Stores, Inc. (ROST): Wedgewood Capital Believes Firm Has Insulated Itself from Amazon Threat

Wedgewood Capital is bullish on off-price retailing giant Ross Stores, Inc. (NASDAQ:ROST). The hedge fund believes that the company has been performing......(read more)
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Tractor Supply Company (TSCO): Wedgewood Capital Sees No Threat from Amazon

Wedgewood Capital is bullish on Tractor Supply Company (NASDAQ:TSCO), an 80-year old rural lifestyle retail store chain in the U.S. In its 2017 Q3 investor......(read more)
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Paypal Holdings Inc (PYPL): Wedgewood Capital Sees Multi-Year Potential for Double-Digit Revenue, Profit Growth

Paypal Holdings Inc (NASDAQ:PYPL) is one the most favorite stocks among hedge funds tracked by Insider Monkey. There are 68 funds in our database with......(read more)