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Archive for the ‘Activist Investors’ Category

J Carlo Cannell and Steller’s Sea Cow

Posted in Activist Investors, Stocks, tagged , , on December 7, 2011 | 1 Comment »

J. Carlo Cannell runs Cannell Capital, the long/short activist investment firm he founded in 1992 with just $600,000 under management. Cannell’s ideas are as unconventional as the man himself – he’s a Princeton liberal arts major, then freelance journalist in Fiji – and he describes himself as a “fox, not a hedge hog” (referring, I guess, to [...]

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Icahn sets deadline for Commercial Metals Company (NYSE:CMC); Bids $15 per share

Posted in Activist Investors, Stocks, tagged , on December 6, 2011 | Leave a Comment »

Update: Icahn drops the hammer From the press release: ICAHN ENTERPRISES LP FOR IMMEDIATE RELEASE ICAHN ENTERPRISES HOLDINGS LP TO MAKE TENDER OFFER FOR ALL OF THE OUTSTANDING SHARES OF COMMERCIAL METALS COMPANY AT $15 PER SHARE CONTACT: SUSAN GORDON (212) 702-4309 NEW YORK, NEW YORK, DECEMBER 6, 2011 – Carl C. Icahn today announced that Icahn Enterprises Holdings [...]

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Action at Adams Golf Inc (NASDAQ:ADGF)

Posted in Activist Investors, Stocks, tagged , on December 5, 2011 | 1 Comment »

Here’s a great story from investor Jay Schembs about Adams Golf Inc (NASDAQ:ADGF), which will be familiar to anyone who has spent some time sifting through net net screens for the last few years. Jay has had a position in ADGF since late 2008. After sitting through one too many conference calls listening to platitudes from [...]

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Guest Post: Travis Dirks on ModusLink Global Solutions Inc (NasdaqGS:MLNK)

Posted in Activist Investors, Stocks, tagged , , on December 2, 2011 | Leave a Comment »

Dr. Travis Dirks has provided a guest post with important implications for activist and special situations investors. Travis is the Founder and CEO of Rotary Gallop, a company pioneering the application of Nobel-prize winning mathematics to the problem of acquiring, keeping and exercising corporate control. You can reach him at T@RotaryGallop.com —- To Fellow Greenbackd [...]

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Guest post: Imation Corp (NYSE:IMN) Worth More Sold Than Alone

Posted in Activist Investors, Net Net Stocks, Value Investment, tagged , , , on November 30, 2011 | 4 Comments »

Amit Chokshi of Kinnaras Capital, an independent registered investment advisor focused on deep-value, small capitalization and micro capitalization equity investing, has contributed a guest post on Imation Corp (NYSE:IMN). About Kinnaras: Kinnaras aims to deliver above average long-term results through application of a deep value investment strategy.  As a result, the Firm focuses on the “throwaways” of the equity market, or [...]

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Research In Motion Limited (USA) (NASDAQ:RIMM) activist campaign

Posted in Activist Investors, Stocks, tagged , on November 14, 2011 | Leave a Comment »

A small Canadian activist fund is leading a group of disgruntled shareholders in a campaign to break-up Research In Motion Limited (USA) (NASDAQ:RIMM). The activist, Jaguar Financial Corporation, says the group want a sale of the company as a whole or in parts, and the replacement of co-CEOs Mike Lazaridis and Jim Balsillie, RIMM’s two largest shareholders. They [...]

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Above average odds on The GSI Group (PINK:LASR)

Posted in Activist Investors, Liquidation Value, Stocks, tagged on October 28, 2010 | 6 Comments »

For a period from late 2008 through mid 2009 the GSI Group (PINK:LASR) was prima facie the cheapest stock on my net net screen, but I couldn’t pull the trigger because it was delinquent a few quarterly filings. The company entered Chapter 11 due to the technical default of not filing financial statements and is now [...]

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AVNW update and valuation

Posted in About, Activist Investors, Net Current Asset Value, Stocks, Value Investment, tagged on October 22, 2010 | Leave a Comment »

Oozing Alpha has a write-up on the valuation of Aviat Networks, Inc. (NASDAQ:AVNW) (see the post archive here). AVNW is an interesting Ramius activist target trading at a small premium to net current asset value. Here’s the write-up from Oozing Alpha: Investment Thesis AVNW is an excellent opportunity to invest in a leading wireless backhaul [...]

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Fortune as Pershing Square activist target

Posted in About, Activist Investors, Pershing Square Capital Management, Stocks, Value Investment, William A. Ackman, tagged on October 20, 2010 | 2 Comments »

Bill Ackman’s Pershing Square Capital Management has opened up an 11% stake in Fortune Brands, Inc. (NYSE:FO). The 13D filed 4 October doesn’t disclose much about the position, but the NYTimes has a great REUTERS BREAKINGVIEWS article Fortune’s Links discussing the position: After a round of golf with his Titleist clubs, a guy pops into the clubhouse for [...]

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Guest post: Voting Power in the Activist’s Hands

Posted in About, Activist Investors, Catalysts, Stocks, tagged , , on October 18, 2010 | 1 Comment »

Travis Dirks has provided a guest post on the voting power of differently sized shareholdings, which has important implications for activist investors seeking to impose their influence on a management. Travis is an expert in Nanotechnology, and received his Ph.D. from the world’s leading institution for the study of condensed matter physics, University of Illinois [...]

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