Activist investors like Carl Icahn and Daniel Loeb try to keep their targets a secret until they're ready to strike, but intrepid investors can scour their 13F filings for clues on what they're planning.
And aside from their activist investing, it's worth keeping an eye on what's in and out of favor with the big hedge fund managers, since their involvement often affects a stock's price.
This is a treasure trove…
Carl Icahn Fight With Ebay (Nasdaq: EBAY) Takes Unexpected Turn Today
Icahn and eBay Chief Executive Officer (CEO) John Donahoe announced a truce today (Thursday) in which the notorious billionaire would end his public bid to force eBay to split off its PayPal unit and grant him two seats on the company’s board.is so shocking...
Carl Icahn Just Did Your Bank Account a Big, Big Favor
In the Go-Go '80s - back when the hit movie Wall Street told us that "Greed Is Good" - Carl Icahn was known as a "corporate raider"... and was revered for his windfall-producing decisiveness.
Icahn is still around. And he's still active. Only now - in the politically correct 2000s - he's known as an "activist investor" who's gone up against the likes of Apple Inc. (Nasdaq: AAPL) and eBay Inc. (Nasdaq: EBAY).And he can make you very, very rich...
The Best Play in a Trillion-Dollar Market
In the go-go 1980s - back when the hit movie Wall Street told us that "Greed Is Good" -Carl Icahn was known as a "corporate raider"... and was revered for his windfall-producing decisiveness.
Icahn is still around. And he's still active. Only now - in the politically correct 2000s - he's known as an "activist investor" who's gone up against the likes of Apple Inc. (Nasdaq: AAPL) and eBay Inc. (Nasdaq: EBAY).
I don't really care what we call him. I just know that Icahn has done us a big, big favor.
You see, Icahn the Great has just cleared our path to a big profit - a company in a hot new market whose shares could surge 50% in the next two years.
And today I'm going to tell you a tale that shows how Icahn did this - and show you the stock that's ready to run. Full Story
- Carl Icahn-eBay (Nasdaq: EBAY) Fight Keeps Getting Nastier Since January Carl Icahn has been trying to force eBay to spin off its PayPal payment service unit by claiming that the failings of eBay management have shortchanged shareholders. But yesterday Icahn took his war of words to a whole new level...
Icahn on eBay (Nasdaq: EBAY): "They Just Don’t Get it"
In what has become a wicked war of words between the corporate raider and the online auction and shopping site, Icahn continued to press eBay to spin off its electronic payment arm PayPal, maintaining the unit is worth more as a standalone.
The billionaire investor also wants the San Jose, Calif.-company to overhaul its corporate board. Icahn, who holds a 2.2% stake in eBay, continued to reproach the company for a "complete disregard of accountability" and took further jabs at board members.Read More...
- Did Carl Icahn Go Too Far in His Letter to eBay (Nasdaq: EBAY) Investors? In his recent letter to eBay shareholders, activist investor Carl Icahn charged eBay leadership with the most "blatant disregard" for accountability that his firm "has ever seen." The harsh language is part of a full frontal assault to force eBay to bend to Icahn's will...
Actavis to Buy Forest Labs (NYSE: FRX) in $25 Billion Blockbuster Deal
Last week's $45.2 billion Time Warner-Comcast deal pushed the global deal tally to $336 billion so far this year - the most since 2007 - and another blockbuster deal announced this week will push that figure even higher.
On Tuesday Irish drugmaker Actavis PLC (NYSE: ACT), producer of generic and specialty urology and women's health products, agreed to buy New York-based Forest Laboratories Inc. (NYSE: FRX) for $25 billion.To continue reading, please click here...
- Apple (Nasdaq: AAPL) Stock Slammed by Poor iPhone Sales When you spoil Wall Street by racking up earnings growth of 50% or more quarter after quarter - as Apple did from 2010 through 2012 - less-than-stellar earnings will hit with a particularly loud thud. On balance, Apple's earnings weren't horrible, but these iPhone numbers definitely set off alarm bells...
- Be Careful of eBay (Nasdaq: EBAY) Stock Following Icahn News While not setting the world on fire, eBay's earnings were good enough to push the stock up a bit yesterday. Except now eBay has every company's worst nightmare on its doorstep - activist investor Carl Icahn. And he's making a demand that would radically transform the company. But what Icahn wants could work out very badly for eBay...
Market Alerts: eBay (Nasdaq: EBAY) and Carl Ichan; IBM (NYSE: IBM) and Lenovo
Activist investor Carl Icahn's proposal to split up eBay Inc. (Nasdaq: EBAY) from its payment unit PayPal makes no sense to Money Morning's Defense & Tech Specialist Michael Robinson.
Robinson joined FOX Business' "Varney & Co." today (Thursday) and discussed why he thinks this proposed plan is crazy, and what it means for eBay - and eBay stock holders.To continue reading, please click here...
How to Profit When Billionaires Battle – A Plan
Editor's Note: Shah shared this true "billionaires' brawl" on Dec. 17th. Today, as promised, he'll show you how to make money from it. Take notes...
Sure, the Herbalife game that pitted Bill Ackman against David Einhorn, Dan Loeb, Carl Icahn, and the rest of the billionaire boys' club was a tad bit personal.
It was also professional, very professional.
All the billionaires playing the Herbalife game are professional money managers. They made their mega fortunes in the markets.
But you don't have to be a billionaire to make money in the game.
In fact, you can play the same game and profit nicely by understanding how to follow their lead.
After all, that's what they're doing.
So let's start with someone taking a position, like David Einhorn shorting Herbalife...
What Carl Icahn Really Meant About the Markets
Carl Icahn wants to be clear about his seemingly bearish stock market comments yesterday.
The famed activist investor was speaking at the Reuters Global Investment Outlook Summit Monday when he made remarks that halted markets' gains.
"I am very cautious on equities today," Icahn said. "This market could easily have a big drop." His reasoning is that earnings at many companies have been juiced more by low borrowing costs than by strong management.To continue reading, please click here...
Stock Market News Today: Gains Slip After Icahn Warning
Stock market news today, Nov. 18: The Dow ended up today but fell short of 16,000 after bearish comments from Carl Icahn.
The Dow Jones Industrial Average closed up 0.1% to 15,976 points, hitting a high of 16,030 earlier in the day. The S&P 500 closed down about 0.4% at 1,791 points, and the Nasdaq Composite Index closed down 1% at 3,949.To continue reading, please click here...
Transocean Deal Shows Rising Clout of Activist Investors
Score another victory for Carl Icahn.
The concessions he won from the world's largest offshore rig contractor include a boost to Transocean's dividend from $2.24 to $3 a share, subject to approval at next year's annual general meeting.
Transocean management also agreed to support Icahn-backed director Samuel Merksamer's re-election to the board, as well as the election of another Icahn pick, Vincent Intrieri, at next year's meeting.To continue reading click here...