Posts Tagged activist investor

Paulson Inadvertently Kills Gold (GLD, NG, KGC, AU, GFI)

We aren’t going to bother telling you the news on Goldman Sachs being charged by the SEC with fraud over mortgage products.  The notion that hedge fund Paulson & Co. is being implicated and tied in on this fraud does have serious implications elsewhere.  Whether it ultimately has any actual impact is a different notion [[ This is a content summary only.

Tags: , , , , , , , ,

No Comments

Denny’s Sees Shareholder Activist Grand Slam (DENN)

Denny’s Corp. (NASDAQ: DENN) is under fire from an activist investor group.  A filing with the SEC this morning from a group of shareholders including Oak Street, Lyrical, DASH Acquisitions, Soundpost, and individuals is seeking several issues in a proxy battle

Tags: , , , , , , ,

No Comments

Buffett & Berkshire Hathaway 2010 Stock Holdings R to Z (BRK-B, BRK-A, PG, RSG, SNY, STI, TIF, TMK, TRV, USB, USG, UNH, UPS, WMT, WPO, WFC, WLP, WSC, UNP)

This is the list of Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) public equity holdings as of December 31, 2009…. so these are his positions going into 2010.  We have broken these into 3 groups for ease and these are the holdings listed in the group of ‘R to Z.’ Republic Services Inc

Tags: , , , , , , , , , , ,

No Comments

Buffett & Berkshire Hathaway 2010 Stock Holdings G to P (BRK-B, GCI, GE, GS, GSK, HOG, HD, IR, IRM, JNJ, KFT, LOW, MCO, NLC, NKE, PG, NSC, NRG)

Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has just filed its year-end holdings for 2009, so these are Warren Buffett’s most recent holdings going into 2010.  We have already seen some holdings get trimmed even since that cut-off date.  We broke these holdings out into 3 groups of ‘A to F’ and ‘G to [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Tags: , , , , , , , , , , ,

No Comments

$90 Oil… T. Boone Pickens IPO, in Canada

It seems that every investor cares about initial public offerings.  And everyone still seems to care about what T.

Tags: , , , , , , , , , , , , ,

No Comments

Cablevision Value Watch: Madison Square Garden Spin-Off (CVC, MSGNV, MSG, GBL)

Cablevision Systems Corporation (NYSE: CVC) has approved the spin off of Madison Square Garden to Cablevision shareholders.  Madison Square Garden is the home venue of the New York Knicks and Rangers, but is also home to concerts, boxing events, tennis, and other events.  You have to be a holder of Cablevision to receive the shares, [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Tags: , , , , , , , , ,

No Comments

Buffett Dumping More & More Moody’s (MCO)

It wasn’t that long ago that we had given a list of stocks that Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) needed to dump to help pay for its Burlington Northern Santa Fe (NYSE: BNI) acquisition.  And to trim its equity portfolio.  Moody’s Corp. (NYSE: MCO) was one of those stocks.  He had already lightened [[ This is a content summary only.

Tags: , , , , , , , , , , , , , ,

No Comments

Hedge Funds Back to $2 Trillion in Assets

The hedge fund industry is back to having assets worth over $2 trillion in November according to fresh data from Hedgefund.net.  The gain of 3.39% came to $2.037 trillion for the hedge fund sector, making this the first time that hedge funds have tallied a $2 trillion handle since November 2008.  Of the gains, $26.3 [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Tags: , , , , , , , , , , , , , ,

No Comments

Bill Gates Goes Deeper Into Autos (AN, MSFT, KMX, BRK-A)

Bill Gates was noted just last week as getting more entrenched in the waste disposal sector.  It turns out that Mr.

Tags: , , , , , , , , , , , ,

No Comments

Bill Gates Gets Further Entrenched in Waste Sector (RSG, WM, MSFT, BRK-A)

If you thought that Bill Gates might have an ambition beyond just passive investing in the garbage and waste disposal sector, you might be correct.  Bill Gates’ Cascade Investment, L.L.C. and the Bill & Melinda Gates Foundation Trust own a collective share of about 15% of Republic Services, Inc

Tags: , , , , , , , , , , , , ,

No Comments