Three Activists, Three Real Estate Plays, Three Stocks Popping
At an investment conference taking place in New York today, three prominent activists that we track at Insider Monkey shared their latest thoughts on stocks they like and feel...
Posts Tagged ‘Jeffrey Smith’
Is Yahoo (YHOO) A Good Stock to Buy Right Now?
Whether Yahoo! Inc. (NASDAQ:YHOO) is a good stock to buy right now or not can be determined by a number of factors.
Jeffrey Smith Opens New Activist Position in Brink’s Company (BCO), Resigns from Quantum Corp (QTM) Board
Jeffrey Smith’s Starboard Value has disclosed a number of recent moves through filings with the SEC and we have all the latest details.
Yahoo! Inc. (YHOO), Staples, Inc. (SPLS), and AOL, Inc. (AOL) Among Activist Jeff Smith’s Worst Performing Picks in Q1
Jeffrey Smith’s Starboard Value LP had a solid first quarter, with its 16 long positions in stocks with a market cap above $1.0 billion delivering weighted average returns of...
Hedge Fund News: Clifton Robbins, Barry Rosenstein, Stanley Druckenmiller
Activist investor Clifton Robbins thinks buying stock in Investors Bancorp is a near-sure way to make money.
Here’s What Activist Investor Jeffrey Smith Had to Say About Yahoo! Inc (YHOO)
Starboard Value LP, the activist hedge fund managed by Jeffrey Smith has been a major shareholder of Yahoo! Inc.
LSB Industries, Inc. (LXU): Starboard Nominates Slate of Directors; Two Other Stocks Jeff Smith is Bullish On
In a new filing with the Securities and Exchange Commission, Starboard Value, an activist hedge fund managed by Jeffrey Smith, disclosed a letter sent to the board of LSB Industries...
Starboard Insists Yahoo! Inc. (YHOO) Buy Back Shares, Spinoff Yahoo! Japan
Jeffrey Smith's Starboard Value, a large activist shareholder of Yahoo! Inc.
Tessera Technologies, Inc. (TSRA): Starboard Value Reduces Position and Reveals Top 3 New Picks
Jeffrey Smith’s Starboard Value LP reduced its exposure to Tessera Technologies, Inc. (NASDAQ:TSRA) by 575,000 shares according to a filing revealed this week.
Yahoo! Inc. (YHOO), Office Depot Inc (ODP): Activist Starboard Value’s Top Picks, Plus Latest Move In Tessera Technologies, Inc. (TSRA)
Jeffrey Smith's Starboard Value is one of the funds that has appeared many times on our radars in the last couple of months. Mr.
Goodyear Tire & Rubber Co (GT), Office Depot Inc. (ODP), Anika Therapeutics Inc. (ANIK): Portolan Capital Management’s Top Picks
Portolan Capital Management, managed by George McCabe, recently filed a 13F filing with the U.S.
Darden Restaurants Inc. (DRI), Yahoo! Inc. (YHOO): Starboard Value Crowned Activist of the Year; 2015 On Pace To Top It
Jeffrey Smith’s Starboard Capital LP was recently crowned activist of the year by The Activist Investing Annual Review 2015, an annual publication released by Activist Insight...
Hedge Fund News: Barry Rosenstein, Jeffrey Smith, Bill Ackman
Hertz Global Holdings Inc., which is under shareholder pressure after accounting issues, could buy back as much as 20 percent of its shares, according to hedge fund manager Barry...
Babcock & Wilcox Co (BWC): Blue Harbour Group Boosts Activist Stake To 9.9%
Blue Harbour Group, the hedge fund led by Clifton S. Robbins, has increased its activist stake in Babcock & Wilcox Co (NYSE:BWC).
Why Yahoo! Inc. (YHOO)’s Spinoff of Alibaba Group Holding Ltd (BABA) Shares Good News for Investors
Jeffrey Smith’s Starboard Capital LP has been an outspoken activist investor of Yahoo! Inc.
Hedge Fund News: Carl Icahn, Jeffrey Smith, Ray Dalio
The price of oil will go lower as supply and demand remain unbalanced, activist investor Carl Icahn said Thursday.
Starboard Value Urges Insperity Inc (NSP) To Consider Potential Sale
In a new filing with the U.S.
Tessera Technologies Inc. (TSRA): Starboard Value Still Bullish, But Trims Stake By 20% As Stock Appreciates
Last Thursday, Jeffrey Smith’s Starboard Value LP disclosed a reduction in its wage on Tessera Technologies, Inc. (NASDAQ:TSRA).
Rishi Bajaj’s Altai Capital Management Trims Stake In This Tech Stock
Altai Capital Management, the hedge fund managed by Rishi Bajaj, Toby Symonds and Steve Tesoriere, recently disclosed a reduction of more than 16% in its wage on RealD (NYSE:RLD...
Alibaba Group Holding Ltd (BABA), Yahoo! Inc. (YHOO), Travelport Worldwide Ltd (TVPT): George Soros’ Top New Stakes For The Third Quarter
George Soros’ Soros Fund Management recently made public its long equity positions for the third quarter of 2014.
RealD (RLD): Starboard Value Urges Company to Reply to Its Acquisition Proposal
Peter Feld, a managing partner at Jeffrey Smith's Starboard Value has sent a new letter to the CEO and board of directors of RealD (NYSE:RLD), as a new filing with the Securities...
Darden Restaurants, Inc. (DRI): Starboard Value Walks the Talk, Goes On to Acquire Additional Shares of the Company
Not only has Jeffrey Smith’s Starboard Value LP managed to replace the entire board of Darden Restaurants, Inc.
Tibco Software Inc. (TIBX): Eminence Capital Raises Stake by 66% Amidst Buyout Talks
Ricky Sandler’s Eminence Capital disclosed yesterday, with the SEC, a 66% increase in its stake in Tibco Software Inc. (NASDAQ:TIBX).
Hedge Fund News: Carl Icahn, John Paulson & Steven Cohen
Stock-picking may run in the family. Within a long letter to Apple Inc.
RealD (RLD) Going Private With Starboard Will Make Investors Happy
Jeffrey Smith wants to take RealD (NYSE:RLD) private as he said in a letter addressed to the company's CEO, Michael Lewis. Starboard Value, the fund led by Mr.
Should Yahoo! Inc. (YHOO) Follow Jeff Smith’s Advice to Merge with AOL, Inc. (AOL)?
With the recent Alibaba Group Holding Ltd (NYSE:BABA) IPO, following which Yahoo! Inc. (NASDAQ:YHOO) had a huge inflow of cash, regarding which it has still not disclosed its...
Darden Restaurants, Inc. (DRI): Jeffrey Smith’s Proxy Fight Might Soon Turn Victorious
Jeffrey Smith's Starboard Value has issued a new press release outlining the fund's position regarding the management of Darden Restaurants, Inc.
Darden Restaurants Inc. (DRI), Office Depot Inc. (ODP): Starboard Discloses Important Information Regarding Both Companies
On September 10, Jeffrey Smith’s Starboard Value Lp filed two Schedule 13D forms with the SEC, disclosing its current stakes in Darden Restaurants Inc.
Entropic Communications, Inc. (ENTR): John Thiessen’s New Bet
Is it a good time to buy Entropic Communications, Inc.
Darden Restaurants, Inc. (DRI) Issues Investor Presentation Ahead Of Annual Shareholders Meeting
In a recent filing with the Securities and Exchange Commission, Starboard Value LP, run by Jeffrey Smith, has submitted an Investor Presentation prepared by Darden Restaurants...
Jeffrey Smith, Starboard Value Buy Some More RealD (RLD) Shares
Jeffrey Smith believes it is still a good time to buy RealD (NYSE:RLD) shares and has further increased his fund's investment in the company.
Starboard Value Sends Letters To Darden Restaurants, Inc. (DRI) Shareholders; Reduces Position in DSP Group, Inc. (DSPG)
In a couple of new filings with the U.S.
Starboard Value Response To Darden Restaurants, Inc.’s (DRI) Announcement of New Slate of Director Nominees
In a new filing with the U.S.
Hedge Fund News: Bill Ackman, Jim Rogers & Starboard Value LP
Billionaire investor William Ackman's Pershing Square Holdings portfolio, the hedge fund he plans to list publicly later this year, has gained 31.2 percent this year through August...
Wausau Paper Corp. (WPP): Lioneye Capital Management Takes Advantage of Relatively Low Stock Prices and Acquires More Than 800K Shares
Stephen V. Raneri’s hedge fund, Lioneye Capital Management, disclosed a 30% increase in its stake in Wausau Paper Corp, . (NYSE:WPP).
MeadWestvaco Corp. (MWV), Darden Restaurants Inc. (DRI), Office Depot Inc. (ODP): Jeffrey Smith’s Starboard Top Stock Picks
Starboard Value LP, managed by Jeffrey Smith, recently filed a Form 13 with the U.S. Securities Exchange Commission.
Starboard Value Files Complaint Against Darden Restaurants Inc. (DRI) in Florida Court; Demands Certain Books and Records
In a newly amended filing with the U.S.
Jeffrey Smith’ Starboard Value Sends Another Letter To Darden Restaurants Inc.’s (DRI) Board of Directors
Starboard Value LP, managed by Jeffrey Smith, has revealed, in a newly amended filing with the U.S.
Actavis plc (NYSE:ACT), Citigroup Inc (NYSE:C): Leon Cooperman at Delivering Alpha Conference: A Preview of Some Possible Stock Picks
The 4th Annual Delivering Alpha Conference will start tomorrow, July 16, in New York City, featuring various prominent figures from the finance world.
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.
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...
Hedge Fund News: Jeffrey Smith, Julian Robertson & David Abrams
Starboard Value’s Latest Demand Is a Throwback to the ‘80s (InstitutionalInvestorsAlpha) When Jeffrey Smith of New York–based hedge fund firm Starboard Value detailed his...
RF Micro Devices (RFMD), Polycom (PLCM), Magnum Hunter Resources (MHR) Among George Soros’ Small-Cap Picks for Q1
Yesterday George Soros’s Soros Fund Management, filed its Form 13F Filing for the first quarter of 2014 with the U.S. Securities and Exchange Commission.
Starboard’s Managing Director To Serve As Observer of Wausau Paper Corp. (WPP) Board
Jeffrey Smith’s Starboard Value LP has entered into a letter agreement with Wausau Paper Corp. (NYSE:WPP), a new amended filing showed. Pursuant to the agreement, Gavin T.
Jeffrey Smith, Starboard Value’s Investor Presentation On Darden Restaurants, Inc.(DRI); Argue Against Red Lobster Spin-off
Jeffrey Smith and Starboard Value are not fond of the decision of Darden Restaurants, Inc.(NYSE:DRI) management to proceed with the spin-off of one of its subsidiaries, despite...
Starboard Value Ups Stake in TriQuint Semiconductor (TQNT); Reports Resignation of Director from Unwired Planet Inc (UPIP)’s Board
Jeffrey Smith of Starboard Value LP has revealed two of his recent moves, which involve TriQuint Semiconductor (NASDAQ:TQNT) and Unwired Planet Inc (NASDAQ:UPIP).
Hedge Funds Seem to Love Aaron’s, Inc. (AAN)
Buying stocks alongside activist investors can be a profitable strategy.
