Twenty-First Century Fox Inc (FOXA), MakeMyTrip Limited (MMYT), Vipshop Holdings Ltd – ADR (VIPS): How Tiger Global Returned 15% in 2 Months
Tiger Global Management is an asset management firm founded and managed by Chase Coleman.
Author Archive - Javier Hasse
Actavis plc (ACT), Gilead Sciences Inc. (GILD), Macquaire Infrastructure Company LLC (MIC): Selz Capital’s Top Stock Positions for Q2 2014
Bernard Selz’s Selz Capital recently disclosed at the SEC its long equity positions as of June 30 2014.
United Rentals Inc. (URI), Techne Corporation (TECH), SBA Communications Corporation (SBAC): Amongst Rail-Splitter Capital Management’s Top Picks from Q2
John Croghan and Richard Fradin’s Rail-Splitter Capital Management has recently disclosed its long equity positions for the second quarter of 2014 in a filing with the SEC.
Diamondback Energy Inc (FANG) and United Rentals Inc. (URI) Amongst Navellier’s Top New Stock Picks
Louis Navellier’s Navellier & Associates recently filed its Schedule 13F for the second quarter of 2014.
Synovus Financial Corp. (SNV) and Wells Fargo & Co (WFC) Amongst Basswood Capital’s Top Picks For Q2
A few days ago, Matthew Lindenbaum’s Basswood Capital, filed a Schedule 13F with the SEC, disclosing his long equity positions as of June 30, 2014.
Hess Corp. (HES), Intel Corporation (INTC), Columbia Banking System Inc (COLB) Amongst Michael Price’s Top Picks
As we continue to track hedge fund holdings, we would like to take a look into the equity portfolio of MFP Investors, managed by Michael Price.
SVB Financial Group (SIVB), Waddell & Reed Financial Inc. (WDR), Domino’s Pizza Inc. (DPZ): Ken Fisher’s Top Small-Cap Picks
Although chances of outperforming the wider market by emulating hedge fund picks is quite unlikely, odds increase when you focus on small-cap companies ($1 billion-$5billion market...
China Yuchai International Ltd (CYD), Utstarcom Holdings Corp. (UTSI), Chiquita Brands International Inc (CQB): Shah Capital Management’s Top Picks for Q2 2014
Shah Capital Management, the hedge fund founded and managed by Himanshu H.
Greenlight Capital Outperforming Peers on the Back of These Stocks
David Einhorn's Greenlight Capital has been outperforming most other major hedge funds this year.
Allergan Inc. (AGN), Canadian Pacific Railway Ltd (CP): Pershing Square Up 25%
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, a few of them have managed...
Glenview Capital is Up 11% Betting on Flextronics International Ltd. (FLEX) & Humana Inc (HUM)
S0 far, 2014 has not been a very good year for hedge funds, in general.
Starboard’s Gavin Molinelli To Be Appointed on Wausau Paper Corp. (WPP)’s Board
Last week, Jeffrey Smith’s Starboard Value LP and Wausau Paper Corp.
Recent Insider Activity: Big Purchases at Barnes & Noble Inc. (BKS), State Auto Financial Corp (STFC), Blue Capital Reinsurance Holdings Ltd (BCRH)
Tracking insider purchases can provide investors with great ideas. Over the past week, a few companies saw their insiders acquire big chunks of stock.
Jana Partners Starts New Activist Position in PetSmart Inc (PETM)
Barry Rosenstein’s Jana Partners disclosed a new position in PetSmart, Inc.
Rangeley Capital Boosted its Stake in Ocean Shore Holding Co (OSHC)
Rangeley Capital LLC, Managed by Christopher DeMuth, Jr. has disclosed an increase of approximately 4% in its position in Ocean Shore Holding Co (NASDAQ:OSHC), a $98.3 million...
Wexford Capital Trims Stake in Diamondback Energy Inc (FANG) by 10%
Charles Davidson’s Wexford Capital has reduced by 10% its position in Diamondback Energy Inc (NASDAQ:FANG), a $4.5 billion market cap independent oil and natural gas company...
Pine River Capital Management Upps Stake in Yongye International Inc. (YONG)
Pine River Capital Management, run by Brian Taylor, has declared an increase in its position in Yongye International, Inc (NASDAQ:YONG).
Energy XXI (Bermuda) Limited (EXXI), Nextera Energy Partners LP (NEP), Accelerate Diagnostics Inc (AXDX): Three Small-Cap Stocks With Multiple Insider Purchases
According to our research, stocks with multiple insider purchases outperformed the market by an average of 7 percentage points per year. Over the first two days of this week, ...
American Capital Agency Corp. (AGNC), Mack Cali Realty Corp (CLI), CenterPoint Energy, Inc. (CNP) Among George Soros’ Top Dividend Picks
George Soros (Soros Fund Management) is one of the best-known investors on the globe. His fund holds an equity portfolio worth more than $10 billion.
Dan Loeb’s Third Point: Top Small-Cap Picks Include Sothebys (BID), Intrexon Corp (XON), Ocwen Financial Corp (OCN)
Our equity market studies have shown that the most popular small-cap picks ($1 billion - $5 billion market cap) amongst hedge funds have historically outperformed the wider market...
Oil States International, Inc. (OIS), CONN’S, Inc. (CONN), Babcock & Wilcox Co (BWC): David Einhorn’s Greenlight Capital’s Top Small-Cap Picks
We have come to realize that the most popular small-cap picks ($1 billion - $5 billion market cap) amongst hedge funds have historically outperformed the wider market by 18 percentage...
Realogy Holdings Corp (RLGY), LPL Financial Holdings Inc (LPLA) Among Lone Pine Capital’s Top Small-Cap Picks
Our research has shown that the most popular small-cap picks amongst hedge funds have historically outperformed the market by 18 percentage points.
Triumph Group Inc (TGI), Intercept Pharmaceuticals Inc (ICPT), Zynga Inc (ZNGA): Viking Global’s Top 5 Small-Cap Picks
Small-cap picks from individual funds might provide investors with attractive investment options.
Falcon Edge Capital’s Diversified Stock Picks
Falcon Edge Capital, a hedge fund founded –in 2012- and managed by Richard Gerson and Navroz D. Udwadia, holds an equity portfolio valued at more than $1.5 billion.
Jeffrey Bronchick’s Cove Street Capital’s Top Picks
Cove Street Capital, founded and managed by Jeffrey Bronchick, is a hedge fund that defines itself as a classic value investor, in the tradition of Ben Graham and Warren Buffett...
The Implications of Google Inc (GOOG)’s Foray in Domain Registration: PCMag.com’s Sascha Segan
Google Inc (NASDAQ:GOOG) is getting into the domain registration business, and this could impact many companies, especially privately held GoDaddy.
Two Directors at Merrimack Pharmaceuticals Inc (MACK) Acquired Almost Half a Million in Stock
June 23, two Board Directors at Merrimack Pharmaceuticals Inc (NASDAQ:MACK), a $741 million market cap biotechnology company, spent a total of $467,787.60 in the company’s stock...
First Solar, Inc. (FSLR): OptionPitTrading.com’s Mark Sebastian on Options Plays
On Tuesday, OptionPitTrading.com COO Mark Sebastian was interviewed at Bloomberg TV’s “Market Makers,” and discussed his options play for First Solar, Inc.
Talkot Capital Increases Stake in Walker & Dunlop, Inc. (WD)
June 24, Thomas B. Akin’s Talkot Capital declared at the U.S. Securities and Exchange Commission that it has increased its exposure to Walker & Dunlop, Inc.
Insider Buys at Holly Energy Partners L.P. (HEP): CEO and CFO Acquire Stock
Holly Energy Partners, L.P.
Jeffrey Smith’s Letter to Quantum Corp (QTM)’s Shareholders: Seeking Support for Additional Representation on the Board
Jeffrey Smith (Starboard Value Lp) has sent a letter to Quantum Corp (NYSE:QTM)’s stockholders in search of support for additional representation in the company’s Board of...
Foresight Energy LP (FELP), Capitala Finance Corp (CPTA), Mercer International Inc. (MERC): Small-Cap Companies, Big Insider Purchases
Tracking insider activity is a central component of our investment strategy.
Carl Icahn Exhorts Family Dollar Stores’ CEO to Put the Company Up For Sale Immediately
Billionaire Carl Icahn sent today a letter to Family Dollar Stores Inc. (NYSE:FDO)’s Executive Chairman and Chief Executive Officer, Mr.
Thursday’s ETF Movers: Gold Miner Bulls, Long Silver ETN
The markets are slightly down on late Thursday after a big rise on Wednesday, following the FOMC press release.
Marcato Capital Boosts Stakes in Life Time Fitness and Lear Corp.
Richard McGuire’s Marcato Capital Management revealed today that it has increased its stake in two of its equity holdings. Lear Corporation (NYSE:LEA) is a $7.2 billion market...
The Fed’s Economic Projections: Lower GDP Growth, Lower Unemployment, Higher PCE Inflation
Along with its latest press release (more info on the $10 billion reduction in tapering), the Federal Reserve System released today its “Economic Projections of Federal Reserve...
Amazon’s Fire Phone: Modest Pricing and Great Features
Today, Amazon.com, Inc. (NASDAQ:AMZN)’s CEO Jeff Bezos unveiled, at Fremont Studios in Seattle, the company’s first smartphone: the Fire Phone.
Gold is Flat, Gold Miners ETF is on the Move
The Federal Reserve’s Federal Open Market Committee (FOMC) is going to release its latest policy decision in less than an hour and the market is –if you will- on hold.
Legacy Reserves and Endurance Specialty Holdings Had Large Insider Purchases
Over the past week, two mid-cap companies saw their insiders spend more than $1 million in their stock. Legacy Reserves LP (NASDAQ:LGCY) witnessed the largest stock acquisition...
Strategiest Max Breier is Bullish on Oil & Gas ETFs
Energy prices are on the rise after Sunni militant fighters started attacking and capturing several cities in Iraq.
Citadel Advisors Increases Stakes in Rice Energy and Spansion Inc.
On June 17, Citadel Advisors, managed by Ken Griffin, filed two Schedule 13G Forms at the S.E.C., declaring that it had increased its exposure to Rice Energy Inc (NYSE:RICE) ...
Christopher Grisanti on The Oil Spike: More of an Opportunity than a Problem
On June 17, Christopher Grisanti, co-founder at Grisanti Capital Management, was interviewed on Bloomberg Television’s “Bloomberg Surveillance.” He discussed his oil investment...
Insiders Spend Millions Purchasing Shares of Republic Services, Prospect Capital Corporation, & Spectrum Brands Holdings
Tracking insider transactions is an important component of our investment strategy.
Bloomberg Analysts Discuss Blackberry Ltd’s Upcoming Q1 Results
BlackBerry Ltd (NASDAQ:BBRY) will report its first-fiscal-quarter (2015) earnings before the bell on Thursday, June 19.
AT&T’s Data Scheme Unveiled After Big Security Breach
CNBC's Josh Lipton, and Mike Prospero, Tom's Guide reviews editor, discussed a security breach at Ma Bell, where customer data was compromised by a third-party vendor.
Altimus Capital’s Chris Gersch: Shorting Oil, Long Gold Futures
Monday, June 16, Altimus Capital’s Portfolio Manager Chris Gersch and Gregory Bender discussed the price of oil on Bloomberg TV's program “In The Loop.” They also examined...
Friday’s ETF Movers: ProShares Ultra Semiconductors, Direxion Daily South Korea Bear, Direxion Daily India Bull 3X Shares
ProShares Ultra Semiconductors (ETF) (NYSEARCA:USD) is Friday’s big winner.
Jim Iuorio and Scott Nations on Fed Tapering
On a CNBC program (Into the Futures), Friday noon, Jackie DeAngelis, took a quick look at what’s in store for the market this week.
Rick Santelli and Rep. Scott Garrett on Federal Loans
Early Thursday, CNBC's Rick Santelli and Representative Scott Garrett (Republican-New Jersey), discussed fair-value accounting in Government loan programs.
AG Futures at Multi-Month Lows
Corn and wheat futures both entered a bear market recently, as investors have been liquidating their long positions in the past few weeks.
