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The 150% Return No One Wants
Monday, September 19, 2016 - 10:36am | 412There is an opportunity for investors to make a quick 150 percent return. No, this isn't some sort of penny stock or binary option trading scam. It is the Tesla Motors Inc (NASDAQ: TSLA), SolarCity Corp (NASDAQ: SCTY) merger. According to Bloomberg Gadfly's Liam Denning, the spread between...
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Mall Owners To Department Stores: 'See Ya, Wouldn't Want To Be Ya'
Thursday, September 15, 2016 - 7:03am | 415Malls are dying, apparently. So when an anchor tenant like Macy's Inc (NYSE: M) announced plans to close 100 stores it merely sped up the official demise of malls, right? According to Gadfly's Shelly Banjo, this couldn't be further from the truth. In fact, mall owners, such as...
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Weight Watchers Needs A Business Plan, Not A Celebrity 'Front Woman'
Wednesday, September 14, 2016 - 2:28pm | 439If Weight Watchers International, Inc. (NYSE: WTW)'s strategy moving forward is simply finding a new CEO and banking on the popularity of its "front woman" Oprah Winfrey, then the company may be in trouble. According to Bloomberg Gadfly's Shelly Banjo, Weight Watchers' search for a CEO to replace...
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In A Sector Filled With Value Traps, Barclays Still Believes In Buying Best Buy
Tuesday, September 13, 2016 - 1:49pm | 275Despite all the negativity surrounding brick-and-mortar retail, especially in the electronics space, Barclays still believes Best Buy Co Inc (NYSE: BBY) is a compelling value investment. The investment bank said that Best Buy is "well positioned to take modest share within the muted growth...
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Attention Fitbit Investors: Apple's New Watch Unlikely To 'Shake Up The Competitive Landscape'
Friday, September 9, 2016 - 1:11pm | 324Apple Inc. (NASDAQ: AAPL)'s upgraded Watch product, called the Apple Watch Series 2, will blow the competition out of the water, including Fitbit Inc (NYSE: FIT), right? Not so fast, says Bloomberg Gadfly's Gillian Tan. According to Tan, Apple's new Watch does contain a few "...
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How To Lose $9 Billion: Be On The Wrong Side Of A Hedging Trade
Friday, September 9, 2016 - 12:48pm | 412Anheuser Busch Inbev SA (ADR) (NYSE: BUD)'s proposed $105 billion acquisition of rival SABMiller plc (ADR) (OTC: SBMRY) is expected to cost the company just short of $2 billion in advisory fees, expenses and taxes. While this price tag may seem high, it pales in comparison to the $9 billion AB...
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Gadfly Breaks Down Chipotle: Ackman's Eyes Bigger Than His Stomach
Wednesday, September 7, 2016 - 7:46am | 391Activist investor Bill Ackman disclosed a 9.9 percent stake in Chipotle Mexican Grill, Inc. (NYSE: CMG). Ackman also noted that Chipotle's stock is "undervalued" and represents an "attractive investment." According to Gadfly's Shelly Banjo and Tara Lachapelle, the...
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Bloomberg's Ovide: Apple Will Be Great Again -- Just Not This Year
Tuesday, September 6, 2016 - 2:53pm | 331Make Apple Inc. (NASDAQ: AAPL) great again? According to Bloomberg Gadfly's Shira Ovide, Apple will indeed be great — just not after Wednesday's "annual media circus." According to Ovide, it has been an "awful" year for Apple by its own "high standards." With that said, she has an "...
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Big Oil Should Be 'Terrified' Of Tesla
Thursday, September 1, 2016 - 11:58am | 415It's no secret that Tesla Motors Inc (NASDAQ: TSLA) is in direct competition with big oil. Tesla's electric vehicles equate to their car owner never again paying another visit to the gas pump. As noted by Bloomberg Gadfly's Liam Denning, Tesla is merely a company that burns through cash, misses...
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How Marvin Ellison Used The Home Depot Model To Transform JC Penney
Tuesday, August 30, 2016 - 11:02am | 427The once struggling department store J C Penney Company Inc (NYSE: JCP) is now expected to post a $1 billion profit this year — the first time doing so since 2012. So, What Happened? According to Bloomberg Gadfly's Shelly Banjo, the first step of JC Penney's turnaround was...
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Despite A 10% Plunge, GameStop Showed Signs Its Long-Term Plan Is Working
Friday, August 26, 2016 - 3:33pm | 455The bearish case against owning GameStop Corp. (NYSE: GME) has been well communicated to the market. The company is a retailer of physical hardware and video games that consumers can easily purchase online or download directly through their console. GameStop's stock plunged more than 10 percent on...
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Lachapelle: Ackman And Icahn Are Playing A Game Of Chicken
Friday, August 26, 2016 - 11:57am | 416Carl Icahn may want to sell his winning stake in Herbalife Ltd. (NYSE: HLF) to fellow billionaire investor Bill Ackman, who made a losing $1 billion bet against the company in 2012. According to Bloomberg Gadfly's Tara Lachapelle, the real story here isn't the fact that Ackman's...
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Wal-Mart's U.K. Business Is Getting 'Battered' By Competition, Bloomberg Says
Friday, August 26, 2016 - 8:41am | 419Wal-Mart Stores, Inc. (NYSE: WMT)'s turnaround story appears to be playing out as planned, and the company is well positioned for continued growth, especially in the domestic business. However, with a lot of the focus on the domestic business, many investors may be ignoring Wal-Mart's international...
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Chinese Oil Demand Is 'Looking More Like A Vomiting Bear'
Thursday, August 25, 2016 - 1:54pm | 436China's economy isn't growing as fast as it used to. The economy grew 6.7 percent in the second quarter, which falls short of 2015's 6.9 percent growth rate, which also happens to be its slowest pace of growth in a quarter century. Nevertheless, the economy is still growing and many assume that...
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Hedge Funds Are Still Very Much Alive
Thursday, August 25, 2016 - 8:21am | 331Investors withdrew more than $25 billion last month from hedge funds at a time when many insiders are claiming the industry is "under assault." According to Bloomberg Gadfly's Christopher Langner, the mass exodus of customers out of hedge funds is not a sign that the industry is dying, but it is...