-
Top Ideas From The 2019 Sohn Conference: AerCap, Cigna, 3M, Zillow And More
Monday, May 6, 2019 - 4:55pm | 784Read More...Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays. David Einhorn The Greenlight Capital founder is long AerCap Holdings N.V. (NYSE: AER) as it trades at a 50-percent discount to GATX...
-
A Look At David Einhorn's Recent Short Calls
Tuesday, May 9, 2017 - 1:08pm | 625Read More...Greenlight Capital’s David Einhorn is at it again. The firm’s founder and managing partner is known for his short calls, and he added Core Laboratories N.V. (NYSE: CLB) to the ever-lengthening list. "Core's earnings will disappoint over the next few years," Einhorn said...
-
Leon Cooperman: Here Are 10 Ways The U.S. Bull Market Can Continue
Monday, May 4, 2015 - 1:47pm | 258Read More...Leon Cooperman, chairman and CEO of Omega Advisors, recently took the stage at the Ira Sohn conference. As part of his presentation, Cooperman presented a slide on the "underpinnings to a long-lasting U.S. equity bull market." Related Link: Ira Sohn Conference Live Blog: Movers,...
-
Ira Sohn Conference Live Blog: Movers, Shakers, Hedgie Comments
Monday, May 4, 2015 - 12:08pm | 3598Read More...The Ira Sohn conference -- one of the world's biggest investing conferences -- is happening now. As expected, stocks have already begun to move. 06:10:01pm: Ackman: Valeant could become the next Berkshire Hathaway. 05:55:09pm: Ackman says Jarden Corp (NYSE: JAH) and Valeant...
-
Tesla, Sothebys And Other Highlights From The Ira Sohn Conference
Friday, November 21, 2014 - 1:12pm | 262Read More...Below are some notable highlights from the Ira Sohn Conference that took place in London, England. Michael Messara's Caledonia is long Zillow Inc (NYSE: Z), noting shares could be valued at $50 billion, or $770 per share given the company's 72 percent share of mobile viewing and...
-
Zynga, Caesars Gain on Online Gaming
Monday, February 25, 2013 - 12:44pm | 266Read More...Shares of social media gaming company Zynga (NASDAQ: ZNGA) and Caesars Entertainment (NASDAQ: CZR) gapped higher on Monday after online gambling legislation was approved in Nevada. New Jersey is widely anticipated to follow suit. Shares of Zynga have been beaten down since the company's IPO. The...
-
Three Actionable Trading Ideas Right Now
Thursday, January 3, 2013 - 9:00am | 1654Read More...On the first trading day of the New Year the U.S. stock market exploded higher in the wake of a last-minute Congressional deal to avert the fiscal cliff. Investor exuberance sent the Dow Jones Industrial Average rocketing more than 300 points higher to over 13,400. The Nasdaq did even better,...
-
Social Media Outlook for Thursday 17 (PCYC, DRI, MLM, SPLS)
Thursday, May 17, 2012 - 11:34am | 316Read More...In recent years, traders and investors have increasingly turned to social media to discuss their investments. Now, interested parties can get a scientific look at what is being discussed on a weekly, monthly, and even hourly basis. Provided by Social Market Analytics, here is the social media...
-
Bill Ackman at Ira Sohn: Still Bullish on J.C. Penney
Wednesday, May 16, 2012 - 6:16pm | 194Read More...Hedge fund manager Bill Ackman spoke at the Ira Sohn Investment Conference on Wednesday after the market close. The Pershing Square founder said that he is still bullish on shares of J.C. Penney (NYSE: JCP), a company in which his fund has a large stake. He called the investment idea "contrarian"...
-
John Paulson at Ira Sohn: Bullish on Caesars Entertainment, AngloGold Ashanti and CVR Energy
Wednesday, May 16, 2012 - 5:50pm | 285Read More...Hedge fund billionaire John Paulson spoke at the Ira Sohn Investment Conference on Wednesday after the market close. The founder of Paulson & Co. said that he is long shares of Caesars Entertainment (NASDAQ: CZR), which went public in February. He said that the company's social gaming platform...
-
HerbaLife Rises Close to 17% in Regular Trading Hours
Wednesday, May 16, 2012 - 4:08pm | 154Read More...Hedge fund manager David Einhorn did not mention HerbaLife (NYSE: HLF) in his presentation today at the Ira Sohn Conference. Shares of HerbaLife spiked more than 5% on this news during regular trading hours. Shares then traded as much as an additional 4% higher during after-hours trading. Before...
-
Philippe Laffont at Ira Sohn Likes Virgin Media and Equinix
Wednesday, May 16, 2012 - 3:21pm | 140Read More...Earlier at the Ira Sohn investment conference, Philippe Laffont of Coatue Management gave a presentation in which he pitched two long investment ideas. First was Equinix (NASDAQ: EQIX). Laffont stated that Equinix could triple in share price in the coming years. He stated that the company had big...
-
Meryl Witmer of Eagle Capital Partners Likes Gildan Activewear, Viacom
Wednesday, May 16, 2012 - 2:08pm | 231Read More...Meryl Witmer spoke at the Ira Sohn investment conference on Wednesday. She is a general partner at Eagle Capital Partners. Limiting risk and investing in strong businesses with great free cash flow characteristics, at a significant discount to their intrinsic value, is the foundation of Eagle...
-
Dwight Anderson of Ospraie Likes West Like Chemical, Palladium
Wednesday, May 16, 2012 - 2:08pm | 126Read More...Earlier at Ira Sohn, Dwight Anderson of Ospraie presented two major trading ideas. His first was West Lake Chemical (NYSE: WLK). Anderson stated that he had a price target on the stock north of $95 per share. Currently, shares are currently trading near $55. He stated that the company's earnings...
-
Five Stocks to Watch for Ira Sohn
Tuesday, May 15, 2012 - 12:19pm | 425Read More...On Wednesday, several prominent money managers will speak at the Ira Sohn investment conference. Bill Ackman, David Einhorn, Jeff Gundlach, and John Paulson are all scheduled to speak, as well as 10 others. Traders should watch Benzinga tomorrow, as we will be providing real-time coverage of the...
