Highlights From Viking Global’s Investor Letter: Alibaba Group Holding Ltd (BABA), Regeneron Pharmaceuticals Inc (REGN)
We have seen a copy of Viking Global's third quarter investor letter.
Posts Tagged ‘NYSE:WAG’
Walgreen Company (WAG): When the Acquirer Becomes Acquired
Walgreen Company (NYSE:WAG) is set to acquire the U.K. drugstore chain Alliance Boots GmbH after the shareholder vote regarding the deal this on December 29.
Illumina, Inc. (ILMN), Pioneer Natural Resources (PXD), Valeant Pharmaceuticals Intl Inc (VRX): Can Andreas Halvorsen’s Top Picks Outperform Mr. Market?
Viking Global has been launched around 15 years ago by Tiger Cub Andreas Halvorsen, a former employee of Julian Robertson's Tiger Management and it managed to grow to over $25...
Walgreen Company (WAG), eBay Inc (EBAY), PetSmart, Inc. (PETM) Lead List of Stocks JANA Partners is Bullish on
Barry Rosenstein's JANA Partners is one of the largest hedge funds that have disclosed their equity portfolio in the last day of 13F filings.
Walgreen Company (WAG): Barry Rosenstein, JANA Partners Increase Exposure to Their Top Holding
As a new filing with the US Securities and Exchange Commission showed, Barry Rosenstein, the manager of JANA Partners has acquired more shares of Walgreen Company (NYSE:WAG) ...
Wayfair Inc (W): Viking Global Discloses 12.6% Stake In Recently IPOed Company
Andreas Halvorsen’s Viking Global filed, today, a Schedule 13G form with the SEC disclosing a new position in Wayfair Inc (NYSE:W).
Three Stocks With Different Characteristics: Walgreen Company (NYSE:WAG), Facebook Inc (NASDAQ:FB), And Netflix, Inc. (NASDAQ:NFLX)
Facebook Inc (NASDAQ:FB) stock prices have silently reached an all-time high while Walgreen Company (NYSE:WAG) stocks pummeled in spite of the company’s good results.
JANA Partners Discloses 12.5M Stake In Walgreen Company (WAG); Barry Rosenstein Joins The Board Of Directors
In a recent filing with the Securities and Exchange Commission, Barry Rosenstein and his fund, JANA Partners, have disclosed the ownership of 12.5 million Walgreen Company (...
Will Walgreen Company (WAG) Resist the Pressure?
Walgreen Company (NYSE:WAG) is trading around the value of $63.4 per share and hasn't come back up after the stock price plummeted in August.
Hedge Fund News: Barry Rosenstein, Steven Cohen & Third Point
The activist investor Barry Rosenstein will join the board of Walgreen, the drugstore chain announced on Monday. Mr.
Endo International PLC (ENDP), Walgreen Company (WAG), Charter Communications Inc. (CHTR) Among Billionaire John Griffin’s Top Stock Picks For Q2
In its latest 13F filing, Blue Ridge Capital, managed by John Griffin, disclosed its equity portfolio held as at the end of June 2014.
Google Inc (GOOGL), Walgreen Company (WAG), Alcoa Inc (AA): Billionaire Stan Druckenmiller’s Top Tech Picks
An understudy of George Soros, Stanley Druckenmiller has become famous following the big short of the British Pound in 1992, a bet that brought Druckenmiller and Soros a gain...
Walgreen Company (WAG), llumina Inc. (ILMN), Valeant Pharmaceuticals Intl Inc (VRX): Billionaire Andreas Halvorsen’s Top Stock Picks
Andreas Halvorsen’s Viking Global recently disclosed its long equity positions for the second quarter of 2014. The fund declared holdings worth more than $22.9 billion.
Should Amazon.com, Inc. (AMZN) Take Google Inc (GOOGL) – Barnes & Noble, Inc. (BKS) Express Book Delivery Seriously?
Google Inc (NASDAQ:GOOGL) has partnered with bookseller Barnes & Noble, Inc. (NYSE:BKS) in a move to revolutionize same day book delivery.
Walgreen Company (WAG)’s CEO on Why They Dropped Tax Inversion Opportunity
Walgreen Company (NYSE:WAG) has announced that it would no longer pursue a tax haven outside the U.S. as it was widely expected.
Hedge Fund News: Daniel Loeb, Nouriel Roubini & Jana Partners
Billionaire investor Daniel Loeb's main hedge fund returned 6 percent during the first six months of 2014, beating many rival managers' largely lackluster returns but trailing...
Hedge Fund News: Nelson Peltz, Barry Rosenstein & Perry Capital
Noted activist Nelson Peltz has been called many things over the years, often undoubtedly under the breath of a corporate executive in his crosshairs.
Viking Global’s Top Five Picks for Q1 include Walgreen Company (WAG) & Time Warner Inc (TWX)
Last week, Andreas Halvorsen’s Viking Global, filed a Form 13F at the U.S. Securities and Exchange Commission, disclosing its equity positions as of March 31 2014.
Markel Corp’s Top Picks Include CarMax Inc. (KMX), Berkshire Hathaway Inc. (BRK.A) & More
In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year.
AmREIT Director & COO are Bullish
AmREIT Director Brent Longnecker: M Brent Longnecker, Director at AmREIT Inc (NYSE:AMRE)’s board, acquired 1,000 shares of common stock from the company earlier this week...
Why Investing Like This Activist Could Make You Look Smart
Activist investing: When hedge funds and other investment managers publicly disclose new holdings after normal trading hours, some investors can be caught off-guard.
Where Do the Funds Go If Obamacare Is Defunded?
Those were the views of House Speaker John Boehner (R-Ohio), Senate Majority Leader Harry Reid (D-Nev.), and President Barack Obama, respectively, on what was then an impending...
Walgreen Company (WAG), CVS Caremark Corporation (CVS): Why Rite Aid Corporation (RAD) Earnings Could Disappoint Investors
Rite Aid Corporation (NYSE:RAD) will release its quarterly report on Thursday, and investors who've bid the stock up to new 52-week highs have to think the news from the drugstore...
Walgreen Company (WAG), Sprint Corporation (S), Iron Mountain Incorporated (IRM): Today’s Three Best Stocks
Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis...
Rite Aid Corporation (RAD), Walgreen Company (WAG), CVS Caremark Corporation (CVS): Will This Pharmacy Company be Acquired, and Is It Needed?
Rite Aid Corporation (NYSE:RAD) got a pop on Wednesday, September 11, to a new high of $3.75 as CNBC's Halftime Report analyst suggested an eventual takeover in Rite Aid Corporation...
Express Scripts Holding Company (ESRX), Novo Nordisk A/S (ADR) (NVO), Walgreen Company (WAG): Don’t Mess With This 800-Pound Gorilla in the Pharma Space
Express Scripts Holding Company (NASDAQ:ESRX) -- the largest pharmacy benefit manager, or PBM, in America -- is also one of the most important companies in the health care ...
Walgreen Company (WAG) Is Eating Rite Aid Corporation (RAD)’s Lunch
Back in June, Walgreen Company (NYSE:WAG) reported an earnings miss as the company continued to have trouble driving customer traffic.
Amedisys Inc (AMED), Gentiva Health Services, Inc. (GTIV): 1 Silver Lining in the Cloudy Jobs Picture
Unfortunately, most of us are probably still scratching our heads trying to remember. The latest report from the U.S. Department of Labor wasn't great.
Aetna Inc. (AET), WellPoint, Inc. (WLP), CIGNA Corporation (CI) – Obamacare Health Insurance Premiums: Lower Than Expected?
Twenty-four days! That's the amount of time we have left, including today, before state-run health exchanges are scheduled to open for business and individuals will be allowed...
CVS Caremark Corporation (CVS), Walgreen Company (WAG): Obamacare Is Good Medicine for Retail Pharmacies
The Patient Protection and Affordable Care Act (the Act) will positively impact sales in the retail pharmacy sector.
CVS Caremark Corporation (CVS): Is Walgreen Company (WAG) Running Out of Fresh Ideas?
After a disappointing third-quarter earnings report, Walgreen Company (NYSE:WAG) is ready to double down on efforts to blur the distinction between its pharmacy business and ...
Altria Group Inc (MO), Walgreen Company (WAG): The U.S. Serves As a Safe Haven
Geopolitical risk has reared its ugly head once again.
CVS Caremark Corporation (CVS), Walgreen Company (WAG), Rite Aid Corporation (RAD): This Drug Store Can Make You Money
While Walgreen Company (NYSE:WAG) and Rite Aid Corporation (NYSE:RAD) saw revenues decline in 2012, CVS Caremark Corporation (NYSE:CVS) didn't skip a beat.
What Hedge Funds Think About Rite Aid Corporation (RAD)
To the average investor, there are many methods market participants can use to watch their holdings. A pair of the most useful are hedge fund and insider trading activity.
Walgreen Company (WAG), CVS Caremark Corporation (CVS): David Einhorn Bets on a Rite Aid Corporation (RAD) Turnaround
Hedge fund manager David Einhorn looks to be betting on Rite Aid Corporation (NYSE:RAD)'s resurgence.
CVS Caremark Corporation (CVS) and Walgreen Company (WAG): Will Obamacare Navigators Just Twiddle Their Thumbs?
With widespread confusion about the Affordable Care Act, commonly referred to as Obamacare, you might expect that those charged with explaining the health-reform legislation might...
Walgreen Company (WAG), CVS Caremark Corporation (CVS): The Halo Effect of EHRs in Drugstores
Back in 2010, a study by Dr.
Wal-Mart Stores, Inc. (WMT), Target Corporation (TGT), Walgreen Company (WAG): Three Consumer-Friendly Retail Dividend Stocks
It looks like the dividend-stock juggernaut may be starting to slow down, as yields on income vehicles begin to edge up again.
Rite Aid Corporation (RAD), Walgreen Company (WAG), GNC Holdings Inc (GNC): Has This Drugstore Chain Found a Winning Strategy?
Rite Aid Corporation (NYSE:RAD) has spent much of the past decade weighed down by a heavy debt load that has made competing against industry leader Walgreen Company (NYSE:WAG...
Wal-Mart Stores, Inc. (WMT), Lowe’s Companies, Inc. (LOW) & More: The Smart Money’s Top 10 Retail Plays
In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions as of the end of June...
Cardinal Health, Inc. (CAH), QUALCOMM, Inc. (QCOM), Walgreen Company (WAG): Stocks Growing Their Dividends by 20% Per Year
Dividend investors would be wise to focus not just on a stock's current yield, but also on the long-term growth potential of its dividends.
Hedge Funds Are Dumping GNC Holdings Inc (GNC)
At the moment, there are tons of methods market participants can use to track publicly traded companies.
Apple Inc. (AAPL), Whole Foods Market, Inc. (WFM): Meet The Stocks Hedge Funds Are Dumping Like Crazy
We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors. There are a variety of uses for this information.
Hedge Funds Are Selling CVS Caremark Corporation (CVS)
In today’s marketplace, there are many gauges investors can use to monitor the equity markets. Some of the most under-the-radar are hedge fund and insider trading sentiment.
WellPoint, Inc. (WLP), Aetna Inc. (AET), UnitedHealth Group Inc. (UNH): Why Is Obamacare So Hard to Understand?
A recent poll by InsuranceQuotes.com found that 85% of respondents didn't think consumers had enough information about Obamacare.
CVS Caremark Corporation (CVS), Walgreen Company (WAG): A Good Buying Opportunity in the Pharmacy Space
CVS Caremark Corporation (NYSE:CVS)’s earnings pushed the entire pharmacy space lower on Tuesday, but was the report really that bad, and are stocks in the industry worth buying...
CVS Caremark Corporation (CVS), Walgreen Company (WAG): Dividend Stocks to Take Into 2014
As the back-half of 2013 gets underway, it is time for investors to position their portfolios for 2014.
Walgreen Company (WAG), Illinois Tool Works Inc. (ITW), A. O. Smith Corporation (AOS): Dividend Achievers for the Long Haul, Part Three
This is part 3 (click here to view part 2 ) of a series of articles focusing on companies within the dividend achievers index.
