Monthly Archives: January 2013

Update On Hess Corp. As Another Underdisclosed Favorite Relational Investors Urges Hess to Listen to Suggestions of Fellow Activist Investor, Elliott Associates

Underdisclosed favorite Relational Investors has told Hess Corporation (HES) that it supports the changes urged by Elliott Associates.  We reported on Elliott‘s suggestions here. Relational claims to be a top 10 holder of HES and reported holding about 6.8 million … Continue reading

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Grab a Brew. Don’t Cost Nothing. Because the U.S. Department of Justice Won’t Allow You To Buy It if You Are Anheuser-Busch InBev and Grupo Modelo.

U.S. Government moves to block merger of Bud Light and Corona parent companies on antitrust grounds. The setup: In June 2012, Anheuser-Busch InBev (Euronext: ABI)(NYSE: BUD) and Grupo Modelo, S.A.B. de C.V. (BMV: GMODELOC) announced that ABInBev would acquire the … Continue reading

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Update to Opps Tracker Discussion of Emulex Corp. In PRO Reports Now

We have updated our discussion of the stock price movements of Emulex Corp. (ELX) and the updates to the Opps Tracker in our PRO Reports section.

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Facebook Releases Earnings, Narrative Confirms Our Previous Theory Regarding Future Business Strategy Even As Sources of Earnings Struggle

Facebook (FB), Zuckerberg recognize the source of future growth and declare ‘Mobile’ as the future of the Facebook business. A brilliant analysis once declared that: “A quick look at Facebook’s recent Form 10-Q shows that Facebook is well-aware of the … Continue reading

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Starboard Value Comes Out Swinging in the New Year

Hedge Fund begins the year by picking a couple of board fights Starboard Value L.P. comes banging into 2013, putting the smack down on Calgon Carbon Corporation (CCC) and Wausau Paper Corp. (WPP). On January 22, Starboard filed a Schedule … Continue reading

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Elliott Associates Takes a Look at Hess Corporation, We Take a Look At Laetitia Casta

Hess issues statement responding to letter from Elliott Associates, who noted an intention to purchase a large block and nominate directors. The always awesome Elliott Associates, L.P. sent a letter to Hess Corporation (HES) stating that it may buy a whole bunch … Continue reading

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Update on The Timken Company and the Activist Investors Who Love It In Our PRO Reports

New PRO Report on The Timken Company and Underdisclosed’s super-awesome results, thanks to a couple of activist investors. Join now to get our PRO Reports!

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Opps Tracker Pick Emulex to Announce Earnings This Week

Emulex Corp. (ELX), an Opps Tracker pick, is scheduled to release earnings on Thursday, January 31, 2013. Emulex is down from our Opps Tracker price point of $7.41.  However, we did not pick Emulex on fundamental analysis.  Rather, as we … Continue reading

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Sagard Capital Increases Stake In ICF International

Hedge Fund/PE Fund (depending on who you ask) continues buying spree in shares of consulting firm. Sagard Capital filed its Schedule 13D in November 2012 disclosing its 5.5% position in consulting firm ICF International, Inc.  Sagard increased its position to … Continue reading

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Icahn/Ackman Fight Heating Up

War of Words Between Hedge Fund/Buyout Fund Giants Continues After Carl Icahn dissed [Ed.:  In the parlance of our times.] Bill Ackman in an interview with Bloomberg TV, Ackman issued a press release suggesting that Icahn was less than honest.  … Continue reading

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