What Does Billionaire Nelson Peltz Think Of Legg Mason?
According to a filing with the SEC, billionaire Nelson Peltz’s Trian Partners is down to 12.9 million shares of Legg Mason, Inc. (NYSE:LM).
Author Archive - Matt Doiron
Is Texas Instruments a Good Stock to Buy?
Texas Instruments Incorporated (NASDAQ:TXN) joined the NASDAQ 100 index earlier this year, but the stock isn’t seeing much of a boost: at the time it was trading up from the...
Is Discover Financial Services (DFS) A Good Stock To Buy?
Discover Financial Services (NYSE:DFS)’s card doesn’t have as strong a brand in the eyes of consumers as those of its competitors such as Visa Inc (NYSE:V), Mastercard Inc...
Can Target Keep Beating the Market?
Target Corporation (NYSE:TGT) is up 25% so far in 2012, beating the S&P 500’s gain. Investors believe that a continued weak recovery in the U.S.
Is Ecolab a Good Stock to Buy?
Ecolab Inc. (NYSE:ECL) is a $19 billion market cap cleaning products company whose products include kitchen cleaners, sanitizers, and antimicrobial products.
This Board Member Stocked Up On Smith & Wesson
Smith & Wesson Holding Corporation (NASDAQ:SWHC)’s stock is up almost 140% in 2012 (and 328% since a year ago), bringing the company’s market capitalization over $700 million...
A CEO Just Bought at This Tech Company
According to a Form 4 filed with the SEC, Tom Carson directly purchased 15,000 shares of Rovi Corporation (ROVI), where he serves as President and CEO, on September 25th.
Is Adobe a Good Stock to Buy?
Adobe Systems Incorporated (NASDAQ:ADBE) is most widely known for its Adobe Reader software, but the company’s other offerings have been built into a $16 billion market cap ...
Merchants’ Gate Capital’s Top Stock Picks
Merchants’ Gate Capital is a relative newcomer to the hedge fund community, opening in 2007 with about $650 million in assets under management.
Marble Arch Investments’ Top Stock Picks
Marble Arch Investments was founded in 2007 by Scott McLellan, who had previously worked at Hound Partners.
Can Amazon Justify Its Valuation?
From a distance, Amazon.com, Inc. (NASDAQ:AMZN) looks quite overpriced.
Hedge Funds Bought and Sold These Stocks
Hedge funds that take a large percentage stake in public companies, or then change the size of their stake in the future (including by selling shares) file 13D or 13G documents...
First To a Trillion? It’s Not Just Apple Inc (AAPL) vs. Google Inc (GOOG)
It has a $420 billion market capitalization, so it is nearly halfway to a trillion.
Tetrem Capital Management’s Top Stock Picks
Tetrem Capital Management was founded in 2004 and focuses on identifying undervalued companies, assuming that mean reversion will bring temporarily overpriced or underpriced stocks...
Should You Make a Bid for eBay?
The price keeps rising at eBay Inc (NASDAQ:EBAY): about $30 at the beginning of 2012, above $35 at the end of Q1, above $40 at the end of Q2, and currently at about $47 (a 51% ...
Highland Capital Management’s Top Stock Picks
Highland Capital Management specializes in credit investments and has total assets under management of about $20 billion.
HBK Investments’ Latest Stock Picks
HBK Investments, managed by David Haley, was founded in 1991 and acts as a multi-strategy hedge fund which pursues arbitrage and absolute return strategies.
Is Illinois Tool Works a Good Stock to Buy?
$28 billion industrial equipment and machinery company Illinois Tool Works Inc. (NYSE:ITW) is up 35% over the last year, and reported higher earnings in Q2 than a year ago.
Is Cisco A Good Stock to Buy?
Cisco Systems, Inc. (NASDAQ:CSCO)’s products include switching solutions (used in local-area networks and wide-are networks), routers, and set-top boxes.
Is Bally Technologies a Good Stock to Bet On?
Bally Technologies Inc. (NYSE:BYI) has found a foolproof way to make money off casinos: sell them gaming devices, solutions, and applications.
Empyrean Capital Partners’ Top Stock Picks
Los Angeles-based Empyrean was launched in 2004 by Michael Price and Amos Meron.
Edinburgh Partners’ Top Stock Picks
Edinburgh Partners is a global, long-term, absolute-return manager.
Basswood Capital’s Top Stock Picks
Matthew Lindenbaum, manager of Basswood Capital, has been managing investments through a number of vehicles for 20 years.
Criterion Capital’s Top Stock Picks
Criterion Capital is a long/short investment fund that focuses on technology, media, and telecommunications investments.
Caterpillar: We’re Trading At 6x 2015 Earnings, Not 5x
The financial markets have been thrown into a tizzy after Caterpillar Inc.
Conatus Capital Management’s Top Stock Picks
There are Tiger Cubs, and then there are Tiger Cub Cubs.
Crosslink Capital’s Top Stock Picks
Crosslink Capital is as vertically integrated as investing gets: the fund invests in companies at all stages from seed financing to the public markets (as such, its stock holdings...
Centerbridge Partners’ Top Stock Picks
Centerbridge Partners is a multi-strategy investment firm which is actually best known for its private equity business.
This Board Member Is Going More Organic
Richard Berke, a Board member at The Hain Celestial Group, Inc.
Cobalt Capital Management’s Top Stock Picks
Wayne Cooperman, son of hedge fund manager Leon Cooperman, got into the hedge fund business himself at 28 when he co-founded Fusion Partners in 1994.
Is Darling International A Good Stock To Buy?
Darling International Inc. (NYSE:DAR) acts as a provider of waste recycling and recovery services for food providers.
GMT Capital’s Top Stock Picks: Anadarko Petroleum, United Continental
GMT Capital was founded in 1990 to serve as the manager for a variety of funds which all focus on long-term value.
5 Stock Picks from Gates Capital Management
Jeffrey Gates founded Gates Capital Management in 1996 after a career researching and selling high-yield bonds and currently serves as the fund’s portfolio manager.
Hedge Fund Manager John Levin’s Top Stock Picks: Microsoft, Merck, JP Morgan
Microsoft Corporation (NASDAQ:MSFT), Merck & Co Inc (NYSE:MRK), and JP Morgan Chase (NYSE:JPM) are among John Levin's top stock picks.
Longview Asset Management Likes These Stocks
Longview Asset Management, formerly known as Longview Management Group, is a Chicago-based investment fund managed by James Star which invests in publicly traded U.S.
Yes, This Bank’s Board Member Is Sure About That Acquisition
Firstmerit Corp (NASDAQ:FMER)’s shares are down about 10% from the time that it announced that it was acquiring fellow Midwestern bank Citizens Republic Bancorp, Inc.
Insiders Bought These Stocks Recently
Studies show that insider purchases tend to be bullish signs for a stock (read our discussion of studies on insider trading).
Will Billionaire Ken Fisher Get a Victory With This Stock?
Ken Fisher is a billionaire fund manager and columnist for Forbes whose stock picks have tended to outperform the market.
Polaris Capital Management’s Top Stock Picks
Polaris Capital Management, founded in 1995, is an international value equity investment firm.
What Does Billionaire Steven Mandel See in This Stock?
Lone Pine Capital disclosed in its 13F filing with the SEC for the second quarter of 2012 that it had more than doubled the size of its position in Ulta Salon, Cosmetics & Fragrances...
P2 Capital Partners’ Top Stock Picks
P2 Capital Partners tends to focus on smaller cap public companies and uses a private equity-like approach to identify and value potential investment opportunities.
Apple Inc (AAPL) Is A Better Investment Than Google and Microsoft (MSFT)
Apple Inc (NASDAQ:AAPL), Google Inc (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT): which is a better stock to buy right now? Google’s stock price struggled earlier this year, but the...
Diamondback Capital’s Top Stock Picks: Yahoo, Visa, Metlife
Richard Schimel, a former portfolio manager at SAC Capital Advisors, co-founded Diamondback Capital with two other SAC alumni- Lawrence Sapanski and Chad Loweth- in 2005.
Billionaires Are Betting on This Homebuilder
Lennar Corporation (NYSE:LEN) had only a $4.5 billion market capitalization at the end of June, but the homebuilder punched far above its weight class in our database of 13F filings...
Is Electronic Arts A Better Stock Than Zynga or Activision Blizzard?
The PC and video game industry has been doing poorly recently.
5 Stocks from Jim Cramer’s Charitable Trust
CNBC anchor and former hedge fund manager Jim Cramer has a large following because of his past success as an investor and for his media personality.
Should You Buy This “Healthy Way of Life” Company?
Life Time Fitness, Inc. (NYSE:LTM) is what might be called an integrated health lifestyle company.
Daruma Asset Management’s Top Stock Picks
Mariko Gordon founded Daruma Capital Management in 1995 after having managed portfolios for Valenzuela Capital Management and Royce & Associates.
