Activist shareholders step up pressure on perennial under performer Nabors Industries
On January 23, a new Reuters article stated that Pamplona Capital has disclosed an 8.8% stake in Nabors Industries and that it is having discussions with the company. This could be another sign of…
Week of Worry
With the market at new highs and the end of the month nigh, money managers will have itchy trigger fingers. And the market will give them lots of things to shoot at including: Monday USA Pending…
Hedge funds gripped by crisis of performance - FT.com
If you think your hedge fund has been lagging the market, you're not alone. Apparently its gotten harder to beat the market. Not that its ever been easy but this seems to bear out what I have…
E- cigarettes are a game changer
We are long MO and LO. Altria launches their much anticipated e cigarette August 1 on a limited roll out. I expect cigarette usage to radically change. E cigarettes are what the car was to horse…
10 Best Growth-Stock ETFs for 2013 - TheStreet Ratings
10 Best Growth-Stock ETFs for 2013Top-Rated ETFs Growth is hot. It's outperforming value. These ETFS are a good way to play it Top Domestic Growth ETFs as of 6/30/13 Fund Name Get Info…
More on housing from Boise Csacade
I don't like playing earnings but BCC, this recent IPO has pulled back and may present a bounce opportunity for Monday. I am doubtful of anything more than a bounce because private equity Dearborn…
The Teflon Market
Not Microsoft, not Google, not Ebay, not even Detroit going bankrupt can bring this market down. Bad news in one stock or sector is greeted with 52 week highs in another, like Schlumberger and GE…
Apache Sells Shallow-Water Gulf Operations to Fieldwood for $3.75 Billion - WSJ.com
Apache is the second largest position in the Sax Angle Partners Fund Apache to Sell Shallow Gulf Operations for $3.75 BillionSale to Fieldwood Energy Marks Change of Direction as Firm Seeks to Pare…