We have seen a copy of Viking Global’s third quarter investor letter. Andreas Halvorsen’s Viking Global is among the most successful long/...
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February 5 - Hedge Funds, News - Comments
Walgreen Company (NYSE:WAG) is set to acquire the U.K. drugstore chain Alliance Boots GmbH after the shareholder vote regarding the deal this on December...
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December 22 - News - Comments
Viking Global has been launched around 15 years ago by Tiger Cub Andreas Halvorsen, a former employee of Julian Robertson‘s Tiger Management and...
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December 5 - Hedge Funds, News - Comments
Barry Rosenstein‘s JANA Partners is one of the largest hedge funds that have disclosed their equity portfolio in the last day of 13F filings. The...
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November 14 - Hedge Funds, News - Comments
As a new filing with the US Securities and Exchange Commission showed, Barry Rosenstein, the manager of JANA Partners has acquired more shares of Walgreen...
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October 15 - Hedge Funds, News - Comments
Andreas Halvorsen’s Viking Global filed, today, a Schedule 13G form with the SEC disclosing a new position in Wayfair Inc (NYSE:W). According to the...
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October 14 - Hedge Funds, News - Comments
Facebook Inc (NASDAQ:FB) stock prices have silently reached an all-time high while Walgreen Company (NYSE:WAG) stocks pummeled in spite of the company...
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October 1 - News - Comments
Yahoo! Inc. (NASDAQ:YHOO) which has been flying high before Alibaba Group Holding Ltd (NYSE:BABA)‘s IPO received a downgrading form Bank of America...
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September 22 - News, Tech - Comments
In a recent filing with the Securities and Exchange Commission, Barry Rosenstein and his fund, JANA Partners, have disclosed the ownership of 12.5 million...
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September 9 - Hedge Funds, News - Comments
Walgreen Company (NYSE:WAG) is trading around the value of $63.4 per share and hasn’t come back up after the stock price plummeted in August. CNBC...
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September 8 - News - Comments
Activist Investor Barry Rosenstein to Join Walgreen Board (NYTimes) The activist investor Barry Rosenstein will join the board of Walgreen, the drugstore...
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September 8 - Hedge Funds - Comments
In its latest 13F filing, Blue Ridge Capital, managed by John Griffin, disclosed its equity portfolio held as at the end of June 2014. The market value...
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August 22 - Hedge Funds, News - Comments
An understudy of George Soros, Stanley Druckenmiller has become famous following the big short of the British Pound in 1992, a bet that brought Druckenmiller...
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August 22 - Hedge Funds, News - Comments
Andreas Halvorsen’s Viking Global recently disclosed its long equity positions for the second quarter of 2014. The fund declared holdings worth more...
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August 21 - Hedge Funds, News - Comments
Google Inc (NASDAQ:GOOGL) has partnered with bookseller Barnes & Noble, Inc. (NYSE:BKS) in a move to revolutionize same day book delivery. Paul Kedrosky...
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August 8 - News, Tech - Comments
Walgreen Company (NYSE:WAG) has announced that it would no longer pursue a tax haven outside the U.S. as it was widely expected. Instead, the company...
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August 6 - News - Comments
Loeb’s Third Point flagship fund gains 6 pct in first half (Reuters) Billionaire investor Daniel Loeb‘s main hedge fund returned 6 percent...
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July 2 - Hedge Funds - Comments
Peltz’s Daughter Credits Him For Acting Inspiration (Finalternatives) Noted activist Nelson Peltz has been called many things over the years, often...
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June 26 - Hedge Funds - Comments
Last week, Andreas Halvorsen’s Viking Global, filed a Form 13F at the U.S. Securities and Exchange Commission, disclosing its equity positions as of...
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May 22 - Hedge Funds, News - Comments
In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last...
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February 12 - Hedge Funds, News - Comments
AmREIT Director Brent Longnecker: M Brent Longnecker, Director at AmREIT Inc (NYSE:AMRE)’s board, acquired 1,000 shares of common stock from the...
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October 9 - Insider Trading, News - Comments
Activist investing: When hedge funds and other investment managers publicly disclose new holdings after normal trading hours, some investors can be caught...
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October 8 - Hedge Funds - Comments
Stopping a “train wreck.” Caving in to “anarchists.” Trying to “extort a president.” Those were the views of House...
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September 23 - News - Comments
Rite Aid Corporation (NYSE:RAD) will release its quarterly report on Thursday, and investors who’ve bid the stock up to new 52-week highs have to...
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September 17 - News - Comments
Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case...
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September 13 - News - Comments
Rite Aid Corporation (NYSE:RAD) got a pop on Wednesday, September 11, to a new high of $3.75 as CNBC’s Halftime Report analyst suggested an eventual...
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September 13 - News - Comments
Express Scripts Holding Company (NASDAQ:ESRX) — the largest pharmacy benefit manager, or PBM, in America — is also one of the most important...
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September 11 - News - Comments
Back in June, Walgreen Company (NYSE:WAG) reported an earnings miss as the company continued to have trouble driving customer traffic. At the time, ...
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September 11 - News - Comments
When is the last time you heard an unequivocally good jobs report? Unfortunately, most of us are probably still scratching our heads trying to remember...
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September 11 - News - Comments
Twenty-four days! That’s the amount of time we have left, including today, before state-run health exchanges are scheduled to open for business...
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September 9 - News - Comments
The Patient Protection and Affordable Care Act (the Act) will positively impact sales in the retail pharmacy sector. The reason is pretty simple: Obamacare...
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September 5 - News - Comments
After a disappointing third-quarter earnings report, Walgreen Company (NYSE:WAG) is ready to double down on efforts to blur the distinction between its...
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September 3 - News - Comments
Geopolitical risk has reared its ugly head once again. This time, the ongoing crises in Syria and Egypt have rattled the international markets and sent...
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September 2 - News - Comments
The drug store industry is changing, and while it’s not all for the best, profitability is likely to improve for one simple reason. CVS continues...
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August 30 - News - Comments
Is Rite Aid Corporation (NYSE:RAD) a good investment? To the average investor, there are many methods market participants can use to watch their holdings...
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August 29 - News - Comments
Hedge fund manager David Einhorn looks to be betting on Rite Aid Corporation (NYSE:RAD)‘s resurgence. In the second quarter, Einhorn’s fund...
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August 28 - Hedge Funds - Comments
With widespread confusion about the Affordable Care Act, commonly referred to as Obamacare, you might expect that those charged with explaining the health...
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August 28 - News - Comments
Back in 2010, a study by Dr. Rainu Kaushal, a professor of medical informatics at Weill Cornell Medical College, revealed that 37 errors occurred out...
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August 28 - News - Comments
It looks like the dividend-stock juggernaut may be starting to slow down, as yields on income vehicles begin to edge up again. After staying abnormally...
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August 28 - News - Comments
Rite Aid Corporation (NYSE:RAD) has spent much of the past decade weighed down by a heavy debt load that has made competing against industry leader Walgreen...
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August 27 - News - Comments
In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions...
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August 27 - Hedge Funds - Comments
Dividend investors would be wise to focus not just on a stock’s current yield, but also on the long-term growth potential of its dividends. That...
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August 27 - Dividend Stocks, News - Comments
At the moment, there are tons of methods market participants can use to track publicly traded companies. Two of the most innovative are hedge fund and...
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August 26 - News - Comments
We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors. There are a variety of uses for this information...
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August 23 - Hedge Funds - Comments
In today’s marketplace, there are many gauges investors can use to monitor the equity markets. Some of the most under-the-radar are hedge fund and insider...
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August 23 - News - Comments
Horrors! A big corporation is looking to snatch your health-care privacy rights for a mere pittance to do who-knows-what with your prescription drug use...
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August 21 - News - Comments
If you think most Americans are confused about upcoming changes related to the Affordable Care Act, commonly referred to as Obamacare, you’re right...
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August 19 - News - Comments
CVS Caremark Corporation (NYSE:CVS)’s earnings pushed the entire pharmacy space lower on Tuesday, but was the report really that bad, and are stocks...
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August 12 - News - Comments
As the back-half of 2013 gets underway, it is time for investors to position their portfolios for 2014. In addition to the usual full-year earnings releases...
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August 10 - News - Comments
This is part 3 (click here to view part 2 ) of a series of articles focusing on companies within the dividend achievers index. This index consists of...
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August 8 - News - Comments
