This Zynga Board Member Thinks It’s Not Game Over Yet
Zynga Inc (NASDAQ:ZNGA) has been consistently declining.
Author Archive - Matt Doiron
Iridian Asset Management’s Top Stock Picks
About six to seven weeks after the end of each fiscal quarter, the SEC requires hedge funds and many other large investors to disclose many of their long positions in publicly...
Billionaire Ken Griffin Likes This Homebuilder
Throughout this year, even with modest economic and job growth, the housing market has appeared to be coming back and that has caused a number of stocks tied to housing and construction...
This Board Member Bought Nearly $260,000 In Stock
According to a filing with the SEC, James Robo purchased 4,500 shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) on October 31st at an average price of $57.49.
Can Caterpillar Rebound?
Caterpillar Inc. (NYSE:CAT) is down 13% in the last six months, bringing the stock price to a 9% decline for 2012.
This Cigarette Company Saw A Board Member Buy Shares
Board Member Sergio Marchionne bought 1,000 shares of Philip Morris International Inc.
Kahn Brothers’ Top Stock Picks For Q3
Irving and Thomas Kahn are value investors who have been running their investment firm since 1978.
Royce & Associates Goes Back To School With Scholastic
According to a 13G filed with the SEC, as of October 31st Royce & Associates, a fund managed by Chuck Royce which tends to invest in smaller-cap value stocks (see stocks that ...
Should You Stock Up on Campbell’s For the Winter?
In our recent analysis of Mead Johnson Nutrition following an insider purchase at that company, we noticed that Campbell Soup Company (NYSE:CPB) appeared to be undervalued despite...
Bank of America Is Not Cheap Anymore
Bank of America Corp (NYSE:BAC) was a great value stock in the first half of the year.
Is Priceline A Buy After Earnings?
Priceline.com Inc (NASDAQ:PCLN) soared 10% in after hours trading on November 1st as the travel bookings website reported a very strong third quarter that beat analyst expectations...
Hedge Funds Have Bought These Stocks Recently
When hedge funds or other notable investors take a large long position in a stock (or then change that position) it must be reported relatively quickly to the SEC.
Steven Cohen Buys Another Energy Stock
According to a filing with the SEC, SAC Capital Advisors and its related funds owned a total of 1.9 million shares of Goodrich Petroleum Corporation (NYSE:GDP) as of late October...
A Billionaire Insider Bought This Healthcare Stock
On October 25th, St. Jude Medical, Inc.
Will Buying Pink Slips In Bulk Help UBS?
Bank of America Corp (NYSE:BAC) is planning to cut 10% of its workforce, but UBS AG (NYSE:UBS) thinks it can do better.
Should You Buy Western Union After the Drop?
The Western Union Company (NYSE:WU)’s stock price fell 29% on October 31st after the company’s third quarter results disappointed the market.
Valiant Capital Likes Apple Inc. (AAPL), Google Inc (GOOG)
In late October Christopher Hansen’s Valiant Capital filed its 13F for the third quarter of 2012, which disclosed many of the fund’s long equity positions as of the end of...
Should You Join Icahn In Buying Netflix, Inc. (NFLX)?
It’s been a wild ride at Netflix, Inc. (NASDAQ:NFLX) the past several years.
Facebook Inc. (FB) Employees Can Sell Now, Should You Buy?
First off, it makes sense for employees of a company to sell some shares of their stock.
Short Sellers Are Sticking With These Bouncing Stocks
Every month new data comes out regarding which stocks have the highest short interest as a percentage of the float.
Billionaire Sarofim Puts $21 Million More On Kinder Morgan
Billionaire Fayez Sarofim, who was born in Egypt but became a U.S.
Is ConocoPhillips A Good Stock to Buy?
ConocoPhillips (NYSE:COP), at a market capitalization of $70 billion, isn’t quite as large as the big names in oil & gas such as Exxon Mobil Corporation (NYSE:XOM) or BP plc...
Will Leia Make a Good Disney Princess?
On October 30th The Walt Disney Company (NYSE:DIS) announced a $4.1 billion acquisition of Lucasfilm Ltd., the George Lucas-owned studio which owns the Star Wars franchise and...
Dividend Raised, Insider Purchase, But Don’t Buy
Six Flags Entertainment Corp (NYSE:SIX) reported its results for the crucial third quarter of the year in late October.
Is Ford a Buy After Earnings?
Ford Motor Company (NYSE:F)’s report for the third quarter of 2012 came out on October 30th.
Sprint’s CEO Says The Stock Is A Buy
Sprint Nextel Corporation (NYSE:S) has risen about 135% year to date as the market has become less worried about the company’s prospects, which were challenged by the recession...
Is Oracle A Screaming Buy?
Oracle Corporation (NASDAQ:ORCL) was one of the most popular technology stocks among hedge funds and other notable investors during the second quarter of 2012, according to our...
Tiger Cub John Griffin Likes This Recent IPO
Workday Inc (NYSE:WDAY) went public in mid-October at a price of $28 per share and popped 75% on its first day of trading.
Qualcomm Offers Growth At A Reasonable Price
Hedge funds liked QUALCOMM, Inc. (NASDAQ:QCOM) during the second quarter, as at the end of June the company made our list of the ten most popular stocks among hedge funds.
How Does Google Inc (GOOG) Look Right Now?
Google Inc (NASDAQ:GOOG) lost about $60 per share in value- billions of dollars- when a mistake caused the company’s poor quarterly report to be released early.
Is Verisign a Buying Opportunity?
Verisign, Inc. (NASDAQ:VRSN)’s stock dropped about 15% on October 26th after the company said that the U.S.
Is Potash Corp of Saskatchewan A Buy?
Excited about investment opportunities in the global agriculture industry? Potash Corp./Saskatchewan (NYSE:POT) is one way to play that thesis.
Apple Inc (AAPL) Is Still A Value Stock
One more fiscal year is in the books at Apple Inc (NASDAQ:AAPL), and the company kept right on growing. Revenue was up 45% from the last fiscal year.
Is Expedia a Buy After Earnings?
Expedia Inc (NASDAQ:EXPE) popped 15% on October 26th after smoking analyst expectations for revenue and for earnings per share in the third quarter of the year.
This Board Member Thinks That GE Is Undervalued
John Brennan, former head of Vanguard and a Board member at General Electric Company (NYSE:GE), directly purchased 5,000 shares of GE on October 26th at an average price of $21...
Amazon.com, Inc. (AMZN) Continues To Not Make Sense
Amazon.com, Inc. (NASDAQ:AMZN) released its third quarter results after the market close on October 25th and the results should have been disappointing.
Here’s What Hedge Funds Have Been Buying
Normally, hedge fund long positions are disclosed in 13F filings which come about six weeks after the end of the quarter.
Starboard Keeps Buying Progress Software
According to a filing with the SEC from August 7th, Starboard Value owned 4.8 million shares of Progress Software Corporation (NASDAQ:PRGS), a $1.3 billion market cap company ...
How Does Microsoft Corporation (MSFT) Look As Surface Launches?
Microsoft Corporation (NASDAQ:MSFT)’s first fiscal quarter, which ended in September was considerably worse than the first fiscal quarter of last year.
Greenhaven Associates’ Top Stock Picks
Greenhaven Associates, a large hedge fund, is managed by value investor Edgar Wachenheim.
Is Morgan Stanley Right About CBS?
Morgan Stanley analysts have recently been making the case that CBS Corporation (NYSE:CBS) is undervalued, setting a price target of $40 per share.
A Board Member Bought Air Products & Chemicals
Lawrence Smith, who serves on the Board of Directors at Air Products & Chemicals, Inc.
This Ackman Disciple Is Making A Telecom Move
According to a filing with the SEC, Marcato Capital Management has acquired 14.2 million shares of Cincinnati Bell Inc.
Contrarian’s 13F Portfolio Is Having A Good Year
By tracking the positions that hedge funds report in their 13F filings, and then calculating the changes in value of the stocks that they owned since the end of the quarter, we...
Billionaire Einhorn Likes Gold, Should You Buy These Miners?
Greenlight Capital, managed by billionaire David Einhorn and his team, reported to investors in its third quarter letter that it had gained 13% net of fees during the first three...
Billionaire Julian Robertson Looks Right On Ocwen
In a recent appearance on CNBC, billionaire Julian Robertson- the legendary head of Tiger Management and mentor to the many “Tiger Cubs” currently managing their own hedge...
