Third Point Tells United Technologies that it Opposes Raytheon Merger (Reuters) BOSTON (Reuters) – Billionaire investor Daniel Loeb said on Friday...
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June 28 - Hedge Funds, Insider Trading - Comments
Investor Ackman Opposes United Technologies’ Aerospace Merger with Raytheon: Source (Reuters) (Reuters) – William Ackman’s activist hedge...
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June 11 - Hedge Funds, Insider Trading - Comments
Pershing Square’s recently released Q1 2019 Investor Letter revealed Bill Ackman’s support for United Technologies Corporation (NYSE:UTX)&#...
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May 30 - Hedge Funds, News - Comments
Billionaire hedge fund manager Bill Ackman has had his ups and his downs. Ackman has lost big before, in Valeant and shorting Herbalife. He has also won...
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May 16 - News - Comments
United Technologies Corporation (NYSE:UTX) is one of a few companies Daniel Loeb’s Third Point discussed in its Q4 2018 Investor Letter –...
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April 3 - Hedge Fund Investor Letters, Hedge Funds, News - Comments
In its recently reported 2018 Annual Letter, billionaire Bill Ackman’s Pershing Square shared its opinions in detail about all the positions in...
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April 1 - Hedge Fund Investor Letters, Hedge Funds, News - Comments
One of the most famous and most heavily scrutinized investors in the world, Bill Ackman has endured a dismal stretch that has seen his $8 billion hedge...
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December 20 - Hedge Fund Analysis, Hedge Funds, News - Comments
Billionaire Bill Ackman of hedge fund Pershing Square is in the midst of a strong rebound in 2018 as he seeks to put his recent investing woes behind...
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November 16 - Activism, Hedge Fund Analysis, Hedge Fund Investor Letters, Hedge Funds, News - Comments
When a lone prominent activist takes aim at a company, investors should pay attention. When two or more of them team up to take on the same company? Expect...
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May 23 - Activism, Hedge Funds, News - Comments
Corvex and Icahn to Mull Making a Bid for Energen (Reuters) BOSTON (Reuters) – Activist investor Keith Meister on Monday reunited with billionaire...
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May 21 - Hedge Funds, Insider Trading - Comments
2017 was a great year for defense stocks, some of them rising as much as 30% by the end of December. The rally was fueled mainly by the heated exchange...
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February 7 - Hedge Funds, News - Comments
The top 12 biggest defense contractors in America in 2017 amassed over 240,000 contracts from the Department of Defense alone and get billions of dollars...
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November 6 - News - Comments
David E. Shaw is an American computer scientist and investor who founded D.E. Shaw & Co., L.P. in 1988. The hedge fund manages a 13F portfolio of...
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December 5 - Hedge Fund Analysis, Hedge Funds, News - Comments
Investing in boring industries rarely gives your portfolio a “shot in the arm” in terms of dramatic capital appreciation but what it can do is provide...
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October 26 - Dividend Stocks, News, Stock Analysis - Comments
WTI futures are 3% in the green after Russian president Vladimir Putin made some constructive comments concerning the commodity. Not surprisingly, many...
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October 10 - News - Comments
United Technologies Corporation (NYSE:UTX) is one of the largest, most diversified industrial conglomerates in the world. In this article, we’ll...
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September 2 - Hedge Funds, News, Stock Analysis - Comments
With the U.S. economy strong, many capital goods stocks have done very well year-to-date. Not only are profits at a record high for many companies, but...
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August 29 - Hedge Funds, News - Comments
Does anyone know billionaire Ken Fisher? Of course, especially in the money management space. Mr. Fisher, the founder and current CEO of Fisher Investments...
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July 18 - Hedge Fund Analysis, Hedge Funds, News, Tech - Comments
In a time when other industries are grappling with an uncertain economic environment and rising interest rates, the aerospace sector has been performing...
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June 2 - Hedge Funds, News - Comments
We at Insider Monkey follow over 760 hedge funds and other institutional investors. Given that the smart money has hundreds of Ivy League graduates at...
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May 30 - Dividend Stocks, Hedge Funds, News - Comments
Founded in 2000 by Ric Dillon, Diamond Hill Capital employs a value investing approach to stock picking and had approximately $18 billion in assets...
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May 14 - Hedge Fund Analysis, Hedge Funds, News - Comments
Robert Rodriguez and Steven Romick’s First Pacific Advisors LLC recently published its first quarter commentary for investors of the FPA Crescent...
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May 6 - Hedge Fund Analysis, Hedge Funds, News - Comments
On the third trading day of the week, crude futures have now rallied above $45 per barrel while the Dow Jones and S&P 500 futures are modestly lower...
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April 27 - Market Movers, News - Comments
Unexpectedly, there are growing concerns about a forthcoming U.S recession, thanks to softening industrial production over the past several months. Corporate...
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February 4 - Insider Trading, News - Comments
United Technologies Corporation (NYSE:UTX) is a diversified industrial business with a strong presence in the aerospace and building systems markets....
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December 17 - Dividend Stocks, News, Stock Analysis - Comments
The handful of hedge fund billionaires have not become billionaires out of thin air; their talent, expertise and experience at picking stocks are the...
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October 27 - Hedge Funds, News - Comments
American Airlines Group Inc (NASDAQ:AAL) is off 0.42%, JetBlue Airways Corporation (NASDAQ:JBLU) is down 7%, and United Technologies Corporation (NYSE...
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October 13 - News - Comments
Aerospace and defense has long been one of the few industry sectors that can boast a successful history of consistently paying dividends. Which is why...
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September 2 - Hedge Fund Analysis, Hedge Funds, News - Comments
Through research reports released today, both J C Penney Company Inc (NYSE:JCP) and Twitter Inc (NYSE:TWTR) were upgraded to ‘Buy’ ratings...
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August 31 - Hedge Funds, News - Comments
United Technologies Corporation (NYSE:UTX)‘s shares declined by just over 7% in trading today, despite the company reporting earnings for its second...
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July 21 - Earnings Report, Hedge Funds, News - Comments
Benjamin A. Smith‘s $5.85 billion fund, Laurion Capital Management has pushed Apple Inc. (NASDAQ:AAPL) off its top spot as the fund’s largest...
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June 19 - Hedge Funds, News - Comments
Jacob Rothschild’s RIT Capital Partners has filed its 13F for the reporting period as of the end of the first quarter of 2015. The fund manager has...
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May 11 - Hedge Funds, News - Comments
Billionaire Ken Fisher is the CEO of Fisher Asset Management, a fund with around $50.05 billion in equities as of the end of March. Mr. Fisher has a...
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April 30 - Hedge Funds, News - Comments
Ric Dillon founded Diamond Hill Capital Management back in 2000 and he currently manages it together with Chuck Bath. The fund uses a bottom-up, fundamental...
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November 13 - Hedge Funds, News - Comments
RIT Capital Partners PLC is one of the UK’s largest investment trusts, with net assets in excess of £2 billion. Legendary Lord Jacob Rothschild is...
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August 7 - Hedge Funds - 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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January 17 - Hedge Funds, News - Comments
Founded in 1878 by none other than Thomas A. Edison, General Electric Company (NYSE:GE) is still going strong. GE stock has gained over 21% year-to...
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October 22 - Earnings Report, News - Comments
To paraphrase from John Denver, Japan Airlines Co Ltd (TYO:9201) better known as JAL has packed its bags and is ready to fly Airbus. Following consolidation...
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October 11 - News - Comments
Although we don’t believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes — just in case...
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August 30 - News - Comments
Lockheed Martin Corporation (NYSE:LMT) has seen some intriguing activity from a couple indicators of late. Let’s check it out. At the moment, there...
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August 23 - News - Comments
The Boeing Company (NYSE:BA) is a better defense play than most of its peers because of its diversified revenue base. In other words, it’s not as...
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August 22 - News - Comments
United Technologies Corporation (NYSE:UTX) bulls beware. To many of your fellow readers, hedge funds are viewed as useless, old investment vehicles of...
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August 22 - News - Comments
Billionaire Tom Steyer founded Farallon Capital Management, LLC, an investment firm, in 1986. At the end of last year, he stepped down as a co-senior...
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March 18 - Hedge Funds - Comments
General Electric Company (NYSE:GE) has attracted the interest of various big-name investors in the hedge fund industry. Part of the appeal of GE is its...
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December 18 - Hedge Funds - Comments
The iShares Barclays 20+ Yr Treas.Bond (NYSEARCA:TLT) and some other funds focused on Treasuries were on the receiving ends of post-election bounces on...
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November 9 - Stock Analysis - Comments
Honeywell International Inc. (NYSE:HON) recently reported its preliminary financial results based on which we provide a unique peer-based analysis of...
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October 23 - Stock Analysis - Comments
Today we analyze the Dividend Quality for The Boeing Company (NYSE:BA). CapitalCube scores the overall Dividend Quality for BA at 83. Our score is calculated...
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September 28 - Stock Analysis - Comments
Earlier this year The Boeing Company (NYSE:BA) reported a net income increase of 3 percent in the second quarter (relative to the second quarter 2011...
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September 27 - Stock Analysis - Comments
