Monday, March 10, 2014
Carl Icahn was on CNBC today. In this clip he shares his thoughts on Herbalife (HLF) and Bill Ackman's efforts to date. While its nothing new its interesting to get his take on some of the recent news of the lengths Pershing has gone to. Enjoy:
Carl Icahn called into CNBC today to share his thoughts on a wide range of issues. While it wasn't as electric as his on air debate with Bill Ackman it was interesting none-the-less. In this first video he shares his thoughts on EBAY and talks about what he thinks needs to change:
Leon Cooperman of Omega Advisors was on CNBC earlier today talking up his portfolio and sharing his thoughts on the market. He likes AIG which he thinks can rally 25%, Citi and JPM at 10x look attractive, Sallie Mae, Sandridge Etc. Overall it was his typical talk but interesting to hear. Nothing earth shattering. Enjoy:
Thursday, March 6, 2014
Jamie Dinan was on CNBC today talking about how he thinks American Airlines is going to be worth $60 which is 10x their forward EPS estimate of $6. He also thinks Mens Warehouse is an interesting company with the Jos. A. Banks merger.
Wednesday, March 5, 2014
Jim Chanos recently spoke at the Reuters Investment Summit. Today he sat down for an interview to discuss his current short positions. He is short coal miners as an extension of his short on China and is also short Exxon which he views as more of a value trap than a value play. Enjoy:
Monday, March 3, 2014
Bruce Berkowitz was on Bloomberg TV earlier today talking about his opinions on Fannie and Freddie. He is currently pursuing a lawsuit to remind the government that both Fannie & Freddie are still owned by all shareholders and not just the government. He won the ability to do some federal discovery to find out some more information on the companies and understand whether or not they will be privatized or taken over completely by the government. This is a fairly big position of Fairholme and is also a "hot" name with other hedge funds. Bill Ackman's Pershing Square has acquired substantial amounts of common stock in both Fannie & Freddie and thinks it can return 10x. Other hedge funds have also started to circle the names.