Activist Investor
Activist Investor Articles
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of December 31, 2010. That makes these his new 2011 holdings and...
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The ongoing fight for how to run The St. Joe Company (NYSE: JOE) is heating up and taking a strange turn. Bruce Berkowitz, whose Fairholme Capital is a near-30% owner of St. Joe, has now resigned...
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If any activist investor is able to rattle a public company, it is Carl Icahn. He just disclosed that he owns 9% of Clorox Corporation (NYSE: CLX) totaling 12.5 million shares of common stock...
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The Washington Post Company (NYSE: WPO) was in the news today for its dividend hike, which we briefly addressed in our Top Dividend Gain Trends in 2011 today. Unfortunately, about 30 minutes later...
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The reaction to the news of a conglomerate break-up in a three-way separation was incredible for ITT Corporation (NYSE: ITT) yesterday. Shares closed up 16.5% rather than over 20% and the closing...
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Carl Icahn usually makes his headlines by criticizing management for not rewarding shareholders. This morning he is in the news because he is buying Dynegy Inc. (NYSE:DYN) for a higher price than...
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American International Group Inc. (NYSE: AIG) keeps seeing Fairholme Capital Management, L.L.C. and Bruce Berkowitz take a larger stake in the company. AIG shares hit a new 52-week high just last...
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Sprint Nextel Corporation (NYSE: S) may be a down and out carrier in the wireless wars against Verizon Communications Inc. (NYSE: VZ) and AT&T Inc. (NYSE: T). What is interesting is that a...
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Fortune Brands Inc. (NYSE: FO) is too small to be a conglomerate. It is, however, a small mix of unrelated businesses that have few synergies. It is almost a mini-me ‘General Eclectic.’ Not...
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If ever there was a plump target for a Carl Icahn-style workout it would have to be Chesapeake Energy Inc. (NYSE: CHK). Icahn’s fight for control of Lions Gate Entertainment Corp. (NYSE: LGF)...
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Carl Icahn just won’t give up in his fight to take control of Lions Gate Entertainment Corporation (NYSE: LGF). Icahn has now launched a website called savelionsgate.com and he is out swinging...
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Insider selling by millionaire and billionaire corporate insiders is already rising, but it is about to go through the roof. Forget the politics and forget the morale left behind as a result, and...
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Futurists are an odd lot. Generally, they are authors, scientists, consultants and economists. What many people don’t know is that investors follow this philosophy as well. Their goal is to...
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It is 13F season and investors are looking to see what their favorite gurus are up to. While everyone is looking at the slew of Buffett portfolio changes, it is John Paulson of Paulson &...
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Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its latest holdings as of the close on September 30, 2010 and the changes continue be much more extreme than in prior...
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