“A lot of people die fighting tyranny. The least I can do is vote against it.” – Activist Carl Icahn, Texaco Annual Shareholder Meeting 1998 Could 2009 be a Golden Age for Activist Investors? Ken Squire wrote a pretty convincing case in Barron’s this week and I can only say that it’s about time. His…
Barron’s
Missing the Point on Peltz's Sale of Heinz Shares
In Barron’s writer Avi Salzman‘s recent Inside Scoop piece “Peltz Cuts Back on Ketchup Giant” there is a major missed opportunity to put the story into a broader context that is way more interesting than the article’s original premise. Writing about some recent sales of Heinz (HNZ) stock by Nelson Peltz of the Trian Companies,…
Barron's Buzz: January 4th, 2009
Quick thoughts on this week’s Barron’s… Bubble in Treasuries? Yeah, probably…Read the cover article, called Get Out Now by Andrew Bary and you decide. Kopin Tan does the obligatory “cash on the sidelines about to come into the market” story in The Trader column. I’ll admit, the figures are huge, but they’ve always seemed huge,…
Barron's Buzz: December 28th, 2008
Quick thoughts on this week’s Barron’s… Cover story on Mark Hurd and the profitability of Hewlett Packard…Yawn. As they say on the Dealbreaker message boards, “too printery, didn’t read”. House of Cards story about credit card companies and their exposure to…to…zzzzzzz, oops, fell asleep again! Not much new in Sandra Ward’s article, but worth a…
Barron's Buzz: December 20th, 2008
Quick thoughts on this week’s Barron’s… Kopin Tan killed it with massive 2009 outlook-y article…Brady Bunch-style grouping of Chief Market Strategist types from both buy-side and sell-side with their ’09 S&P earnings estimates and targets. Didn’t see Abby Joseph Cohen in there…that’s refreshing. Nice to see some non-bulge bracket people, Jason Trennert from Strategas grabs…
