David Einhorn Green Lights Micron Technology For 2014
David Einhorn, president of Greenlight Capital Re, Ltd. (NASDAQ:GLRE), has turned bullish on Micron Technology, Inc. (NASDAQ:MU). Sources reported Einhorn gave Micron the thumbs up in a presentation at...
View Article13F Analysis: Cooperman, Loeb, Mandel, Einhorn, Tepper, Buffett, Icahn
This month, a number of our billionaires presented their 13F reports, unveiling key insights into their varying strategies and changes of course. We’ve put together a list of their most important...
View ArticleApple Inc. (AAPL): Why Carl Icahn Thinks A Share Buyback Is The Answer
Is a share buyback the best plan for Apple Inc. (AAPL) to boost its share value? Perhaps, but should it raise debt to do so? Not everyone thinks so.Apple Inc. (NASDAQ:AAPL) has somehow landed in Carl...
View ArticleApple Inc. (AAPL) Won’t Become BlackBerry Ltd (BBRY): Einhorn
Apple Inc. (NASDAQ:AAPL) launched one of the biggest share buyback drives influenced by many factors, one of which was hedge fund manager David Einhorn. So, has the buyback move changed the feeling of...
View ArticleSo Long, Hugh – Eclectica Founder Done With Short Selling
While we were busy with the Robin Hood Investors Conference, a longtime bear fell to ashes, so to speak. At the Harrington Cooper’s 2013 conference, Hugh Hendry, founder of Eclectica Asset Management,...
View ArticleEinhorn Up In Short Outotec, Others Lose In Alcatel Lucent
David Einhorn’s Greenlight Capital is sitting on some great returns from one of its short bets in Europe. The hedge fund holds a 1.64% short against Outotec Oyj (HEL:OTE1V) which amounted to $41...
View ArticlePortfolio Management and Asset Allocation
I’ve generally never held more than 15 stocks in my portfolio at any one time. I first started investing with $3000 and with each trade costing $12.95, it didn’t make much sense to break it up into 10...
View ArticleApple Inc. (AAPL): Why Is It Clinging So Tightly To Its Cash?
Apple Inc. (NASDAQ:AAPL) will remain under the crosshairs of Carl Icahn and investors about what it does with its cash at least until its next shareholders’ meeting in February. But why does the...
View ArticleDelta Holiday Travel Hike a Help for Tepper, Robertson
Today’s midday gainers are Rite Aid Corporation (NYSE:RAD), MakeMyTrip Limited (NASDAQ:MMYT), Delta Air Lines, Inc. (NYSE:DAL) and midday losers are Ctrip.com International, Ltd. (NASDAQ:CTRP), Sprint...
View ArticlePandora Surge a Nice Start to the Week for Mandel, Soros
Starting off the week strong are Pandora Media Inc (NYSE:P), Solarcity Corp (NASDAQ:SCTY), Penn Va Corp. (NYSE:PVA). On the other end of the spectrum are Sarepta Therapeutics Inc (NASDAQ:SRPT),...
View ArticleShareholder Activism On The Rise – Bigger Companies, More Campaigns
Times, they are a-changin', as even Apple Inc. (AAPL) isn't immune to shareholder activism any longer.Over the last year, activist investors have made the news over and over. If it seems like you’ve...
View ArticleMicron Technology To Report Earnings Today, Analyst Views Mixed
Shares of Micron Technology, Inc. (MU) rose ahead of the company's earnings report today, despite several analyst downgrades on Friday.Micron Technology, Inc. (NASDAQ:MU) will report earnings today,...
View ArticleFederal Mogul Corp Surge Brings in the Bucks for Icahn
The midday gainers this Tuesday are Federal Mogul Corp. (NASDAQ:FDML), Biofuel Energy Corp. (NASDAQ:BIOF) and Westport Innovations Inc. (NASDAQ:WPRT). On the losing end are PBF Energy Inc. (NYSE:PBF),...
View ArticleHottest Links: Davos Big Ideas, Passive Mousetraps, And 13F Spotlight
Hottest links for Tuesday, January 22nd, the late edition (see Tuesday’s edition here). Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if...
View ArticleDavid Einhorn’s Greenlight Q4 Letter To Shareholders
We posted the full letter from David Einhorn to his investors earlier in our business section. For those not subscribed or who missed it here is a PDF for download of the entire thing. Enjoy! David...
View ArticleWhy The Smart Money Likes Reinsurance Vehicles
Randy Swan is Founder of Swan Wealth Advisors, an SEC-registered RIA that has used their low-risk “Defined Risk Strategy” (DRS) to generate +9% annualized returns for investors since 1997. The...
View ArticleApple Sales Oops a Road Bump for Investors
Today’s midday gainers are Idenix Pharmaceuticals Inc (NASDAQ:IDIX), TAL Education Group (ADR) (NYSE:XRS), PDC Energy Inc (NASDAQ:PDCE). The midday losers: Apple Inc. (NASDAQ:AAPL), International Tower...
View ArticleTepper Gets A Friday Boost from Boyd
Today’s midday gainers are Boyd Gaming Group (NYSE:BYD), Computer Sciences Corporation (NASDAQ:CSC) and JDS Uniphase Corp (NASDAQ:JDS). On the negative side, Amazon.com, Inc. (NASDAQ:AMZN), U.S. Silica...
View ArticleThird Point, Greenlight Start 2014 With Down Month
While many value investors accept down months, even the most hardcore value investors do not enjoy losing money. Dan Loeb’s Third Point and David Einhorn’s Greenlight Capital had an impressive 2013...
View ArticleGreen Mountain Coffee Roasters Inc. (GMCR) Witnesses A Short Squeeze
Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR) shares surged more than 50% in after-hours trading yesterday after the company’s fiscal Q1 results exceeded expectations and they announced a new deal...
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