Category Archives: Opps

Proxy Battle for The Timken Company In Full Effect. Timken Sends Letter to Shareholders Criticizing Proposal from Relational Investors and CalSTRS

Posted on April 16, 2013 by db

Timken warns shareholders not to be fooled by misleading dissident campaign. We have been following the Timken/Relational-CalSTRS saga for a while now. It is now in full proxy fight mode.  The latest is Timken’s launch against the dissidents with a … Continue reading →

Posted in Activist Investor, Business Strategy, Hedge Funds, Opps, Relational Investors, Spinoff | Tagged , , , , , , , , , , , , | Leave a comment

Emulex Corporation and Elliott Associates Enter Into Agreement For Standstill, Board Seats

Posted on April 9, 2013 by db

Hedge Fund gets closer to the driver’s seat with Emulex. We’ve been following the Emulex/Elliott saga for a while now and watched as one of our favorite hedge funds was working from the outside to create some value at Emulex, … Continue reading →

Posted in Activist Investor, Elliott Associates, Hedge Funds, Opps, Shareholder Rights, Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

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

Posted on January 31, 2013 by db

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.

Posted in Activist Investor, Business Strategy, Hedge Funds, Opps | Tagged , , , , , , , , , , , | Leave a comment

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

Posted on January 28, 2013 by db

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!

Posted in Activist Investor, Opps, Relational Investors | Tagged , , , , , , , , , , , , , , , | Leave a comment

Opps Tracker Pick Emulex to Announce Earnings This Week

Posted on January 28, 2013 by db

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 →

Posted in Activist Investor, Business Strategy, Earnings Release, Elliott Associates, Hedge Funds, Opps | Tagged , , , , , , , , , , , , | Leave a comment

New Post on Activist Hedge Fund Elliott Associate’s Intentions for Emulex Corp. Now Available in Our PRO Reports Section

Posted on January 21, 2013 by db

New PRO Report on Emulex Corp. and the Hedge Fund that loves it is online now. Join now to get our PRO Reports! Nonsubscribers please note,  this is the last time we will post Opps Tracker updates on the same … Continue reading →

Posted in Activist Investor, Business Strategy, Elliott Associates, Hedge Funds, Opps | Tagged , , , , , , , , , , , | Leave a comment

Timken Makes Like Will Smith and the DJ Jazzy Jeff with Voting Standards, Getting Jiggy With Them

Posted on January 14, 2013 by db

Timken Proposes to Lower Certain Director Voting Thresholds By Reverting to State Law Default, But Raises Others While Activists Push For Break Up The Timken Company (TKR) filed a Form 8-K with a notice that it would propose to amend its … Continue reading →

Posted in Activist Investor, Hedge Funds, Opps, Relational Investors | Tagged , , , , , , , , , , , , , , | Leave a comment

Update to Opps Tracker

Posted on January 2, 2013 by db

Happy New Year. As our first order of business of 2013, we updated took advantage of the fiscal cliff market bounce to update our locked-in gains in the Opps Tracker. We have been tracking Monster Energy Corporation (MNST) since late … Continue reading →

Posted in Opps | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Down Doobie-Do Down Down, Breaking Up Is Hard to Do. Activist Fund Urges Break Up of Ball Bearings and Steel Company, Timken

Posted on December 15, 2012 by db

Activist Investor Relational Investors, LLC and California Teachers Pension Fund CalSTRS Push For Spin-Off of The Timken Company’s Steel Business Relational Investors and CalSTRS filed a 13D for The Timken Company (TKR). They think Timken is undervalued because of the … Continue reading →

Posted in Activist Investor, Opps, Relational Investors, Spinoff | Tagged , , , , , , , , , , | 7 Comments

Red Pill/Blue Pill Redux. Abbott Board Approves Spin-Off

Posted on November 29, 2012 by db

As we noted here, Abbott Labs is splitting in two.  The board formally approved it and set a December 12 record date for a January 1 dividend date.  Meanwhile, the stock price has not recovered from the body blow delivered … Continue reading →

Posted in Opps, Spinoff | Tagged , , , , , , , , , , , , , , , , , , | 3 Comments