1. 25-48 of 177 « 1 2 3 4 5 6 7 8 »
    1. Nestle: Another Win For The Activists?

      Nestle: Another Win For The Activists?

      In June, Daniel Loeb of Third Point acquired Nestle’s 40 million shares. So far, all but one request of Daniel Loeb, which were described in his letter, were accepted by Nestle. While not all demands are met yet, the ordinary shareholders are the ones that will continue to benefit from the influence of Third Point on their company...

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    2. Deckers Outdoor: Really A Turnaround?

      Deckers Outdoor: Really A Turnaround?

      This small shoe company has been targeted by Bill Ackman's protege. An activist investor is looking to overthrow the board. But the hedge fund should have a tough time convincing shareholders given Deckers' progress. The question to ask is not whether Deckers Outdoor ( DECK ) is a turnaround company, but rather who can turn around the footwear maker -- management or a new team?...

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    3. Bank Boards Focusing More On Risk Management Will Make Banks Better Investments

      Bank Boards Focusing More On Risk Management Will Make Banks Better Investments

      The Fed is reducing bank boards' regulatory burdens--some cry foul. But bank boards have limited time. They should focus on the important stuff. Risk management is the important stuff and the Fed now understands that. In an August 11, 2017 column , Gretchen Morgenson of the NY Times excoriated the Federal Reserve Board for proposing to loosen rules regarding bank boards of directors...

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    4. Amazon: Paging All Activists

      Amazon: Paging All Activists

      Amazon is a moonshot company. One that keeps ‘fooling’ investors, but is this its Apple moment? Will Bezos become his own activist investor? Amazon ( AMZN ) is the master of everything. They own the retail space, are a dominant force in data storage, have hits in hardware and are quietly a logistics master. But the real prize -- and it’s not AWS -- it is Prime. That’s what could make Whole Foods interesting -- effectively turning it into a Costco ( COST ) like membership model...

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    5. Teva: On The Activist Radar

      Teva: On The Activist Radar

      Teva could be a great activist target. There are a couple catalysts here. The biggest being a breakup? Teva Pharmaceuticals ( TEVA ) is in the dumps. It’s officially on the activist investor radar. At decade lows, it’s hard not to be tempted by Teva. Generic drug pricing pressure and poor earnings are crushing the company. A great opportunity, perhaps, for an activist investor? The big thesis is to get Teva to get its debt load under control...

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    6. Costco: In Need Of An Activist Investor?

      Costco: In Need Of An Activist Investor?

      The gross margin can give an indication of how sound the business model is of these leading discount retailers. Costco’s low-cost pricing strategy reveals its revenue is covering its operating costs by a much slimmer margin at 13.3 percent than that of its competitors. Costco’s prices are 17 to 19 percent lower than Amazon’s in both its e-commerce and bricks-and-mortar stores, according to a recent comparative study...

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    7. Qualcomm: Battling Another Activist

      Qualcomm: Battling Another Activist

      Activist investor Elliott Management has shown its hand in the NXP buyout battle. Qualcomm fended off fellow activist investor JANA Partners a couple years ago. This time they won’t get "out" so easy. The Qualcomm ( QCOM ) and NXP Semiconductors ( NXPI ) battle gets a bit more heated. Elliott Management had previously placed its bet and now it’s upping the ante. Elliott now has a 6% stake in NXP and is publicly pushing for a higher buyout price from Qualcomm...

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    8. Activist Investor Is Catalyst To Unlock Significant Value At Edgewater Technology

      Activist Investor Is Catalyst To Unlock Significant Value At Edgewater Technology

      EDGW is an under-earning, mismanaged, small consulting company ignored by investors who fail to appreciate the durability and recurring nature of its revenue. Given a newly constructed board, resulting from a shareholder proxy fight won by Ancora Advisors earlier this year, we believe a turnaround or sale is likely...

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    9. Nelson Peltz On Procter & Gamble: Sign Of The Future For ROIC Laggards

      Nelson Peltz On Procter & Gamble: Sign Of The Future For ROIC Laggards

      Nelson Peltz’s Trian Fund Management is seeking a board seat at Procter & Gamble (PG) Activist investors have a mixed track record when it comes to creating shareholder value, but Peltz appears to have found an ideal situation. Any reform of the company’s corporate structure should include a renewed focus on return on invested capital (ROIC). One of the largest activist investors in the world is taking on his biggest target yet...

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    10. Dow-DuPont: Activist Investors Pulling The Strings

      Dow-DuPont: Activist Investors Pulling The Strings

      There is the promise of marked upside if Dow and DuPont change their breakup strategy. Activist investors have been pulling the strings for years on this. But it could be time for Dow and DuPont that stand their ground. There’s been fresh activist investor pressure from Dan Loeb’s Third Point on Dow ( DOW ) and DuPont ( DD ), hoping to get the two to review post-merger plans. The companies recently hired McKinsey to review its post-merger spinoff situation...

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    11. Procter & Gamble: Ready For A Real Rumble

      Procter & Gamble: Ready For A Real Rumble

      Activist investor Nelson Peltz and his Trian Partners has got a win at General Electric (NYSE: GE ), and now might be ready to take on its largest investment ever - Procter & Gamble (NYSE: PG ). Trian owns a $3.3 billion stake in P&G, while its GE stake is about $2 billion. The P&G stake is the biggest position in any company that Trian has ever taken...

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    12. AT&T: Time Warner Deal Counter-Intuitively Lowers Risk For Current Shareholders

      AT&T: Time Warner Deal Counter-Intuitively Lowers Risk For Current Shareholders

      At first glance the massive debt load AT&T (NYSE: T) is set to inherent via the Time Warner (NYSE: TWX) acquisition is scary. It conjures up images of Atlas taking the entire weight of the world on his shoulders for me. Many extremely bearish articles and analyst notes regarding the massive debt load created by the AT&T and Time Warner merger have been published as of late...

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    13. Chipotle: Bill Ackman Ready To Checkout

      Chipotle: Bill Ackman Ready To Checkout

      Will CMG be the next VRX for Bill Ackman? Ackman’s Pershing Square hedge fund has already positioned itself to dump its CMG stake. However, CMG is finally showing signs of life. Chipotle (NYSE: CMG ) is now one of the major focuses of activist investor Bill Ackman after Pershing Square dumped its Valeant Pharmaceuticals (NYSE: VRX ) stake. Ackman showed he has the patience to wait out a turnaround, as exhibited with VRX. However, Ackman is cleaning up his portfolio.

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      Mentions: CEO Hedge Fund SEC
    14. At $55, DineEquity Is Ripe For An Activist Hedge Fund To Wade In

      At $55, DineEquity Is Ripe For An Activist Hedge Fund To Wade In

      At $55, DineEquity Is Ripe For An Activist Hedge Fund To Wade In Apr.17.17 Long/short equity, bonds, special situations, growth at reasonable price Summary I write to recommend a long position in shares of DineEquity at $54.59. I would argue its valuation is too cheap, and an activist hedge fund, eventually, will notice, as its IHOP franchise is a phenomenal business...

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    15. Macy's: Starboard's Trash Can Be Your Treasure

      Macy's: Starboard's Trash Can Be Your Treasure

      Activist Starboard Value exits their position in Macy's. The stock has fallen significantly over the last 2 years. But if you haven't been along for the ride, and if you haven't considered the thesis, "it's new to you". One man's trash is another's treasure. We still like Macy's. By Parke Shall Activist investor Starboard Value exited their position in Macy's (NYSE: M ) late last week...

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      Mentions: CEO stock options
    16. Chipotle: Another Ackman Failure?

      Chipotle: Another Ackman Failure?

      Activist investor Bill Ackman has been little help for CMG. Instead, CMG needs to be its own activist with marketing spend and food safety investments. Ackman has board seats but no apparent long-term plan. Chipotle (NYSE: CMG ) is still too cheap. Or is it? The stock is down almost 50% from its 2015 high. And instead of hitting $1,000 a share as many analysts expected, we're now closer to $100. The fast casual restaurant can't seem to "recover" from the 2015 e-coli outbreak...

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    17. Procter & Gamble: An Activist Investor Takes A Stake, But We Say Wait To Buy

      Procter & Gamble: An Activist Investor Takes A Stake, But We Say Wait To Buy

      Procter & Gamble has been undergoing a transformation program whereby it divested many of its non-core, less profitable brands to focus on its dominant, most profitable brands. Just as the company approaches the end of transformative activities, an activist investor emerges to exert additional pressure on it. Cost reduction efforts, however, continue.

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      Mentions: Management CEO SEC
    25-48 of 177 « 1 2 3 4 5 6 7 8 »
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