Activist Investor

Activist Investor Articles

The list of Unusual Suspects for the week ahead is a rather different list.  Some are due with earnings, some have FDA events, and others just have shareholder specific events coming down the...
American International Group, Inc. (NYSE: AIG) has recently disclosed that CEO Bob Benmosche has cancer, and last night the company announced a succession plan in case it is needed.  What is more...
MGM Resorts International (NYSE: MGM) has been under pressure this morning on news that Kirk Kerkorian and the company were selling shares in a secondary offering.  The secondary offering priced,...
The cast of characters in this week’s Unusual Suspects is not any ordinary group of companies.  There are many key stocks to watch for investors that have carryover issues from last week or which...
Carl Icahn is known for many things, particularly when it comes to shaking companies up.  A theme throughout Icahn’s newest holdings as of June 30 was an increase in the energy sector.  Icahn...
If you look through activist investor hedge fund filings, one of the top fund managers and funds to watch is Bruce Berkowitz of Fairholme Capital Management, L.L.C.  It is of little surprise that...
Restructuring never ends in many large corporations.  After a week’s worth of reading through dozens of corporate deals in the pipeline and analyzing others which could be close, it seems that...
It was during the most recent meltdown that we gave a list of companies where the stocks could still double, and Citigroup Inc. (NYSE: C) was one of them.  Bill Ackman’s Pershing Square disclosed...
Warren Buffett does not have the same time frame as most investors.  How many of you buy with a “forever” outlook?  Buffett says he likes that term, short of whether he sees fundamental changes...
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has now shown its latest holdings as of the close on March December 31, 2010.  These are Warren Buffett’s most recent holdings, even though some may...
Mohnish Pabrai is often thought of as a Warren Buffett-like investor when it comes to some investment philosophies.  The fact that he has won the bidding for lunch with Warren Buffett has helped to...
Leucadia National Corp. (NYSE: LUK) is generally touted as one of the baby Berkshires…. meaning it is treated along the same lines as Berkshire Hathaway Inc. (NYSE: BRK-B) and Warren Buffett.  The...
Lions Gate Entertainment Corp. (NYSE: LGF) has just told Carl Icahn what he probably knew was coming but did not want to admit about his buyout offer.  The company’s shareholders have rejected...
Many investors chase famous and well-known portfolio managers’ newest stock picks.  After all, if you can piggyback on Warren Buffett, Bruce Berkowitz, and others… why not?  Morningstar has...
Goldman Sachs Group Inc. (NYSE: GS) has become thought of as Darth Vader’s Empire for the public of late.  Still, investors are torn over whether to Buy or Sell Goldman Sachs’ as a stock.  If...