Date updated:03-04-2009
Since most hedge funds get paid based on their returns for the year, managers who want to get the most out of a stock investment often turn to shareholder activism as a way to increase shareholder value and ultimately boost their funds returns

-
RSG
Republic Svcs Inc - $27.47
- -0.04%
- $27.36
Republic Services, which just recently finished the company’s merger with Allied Waste to create the second-largest domestic waste collection service, operates with almost 40,000 employees serving 40 domestic states and Puerto Rico. For the full-year 2009, Republic now expects earnings of $1.70 per share to $1.75 per share, which is slightly below Wall Street’s estimates for $1.93 per share for the full-year 2009. Interestingly enough, Republic is forecasting full-year 2009 net revenue of $8.45 billion dollars, which represents a 129% increase from their 2008 net revenue of just $3.69 billion. The merger between Republic Services and Allied Waste is expected to create at least $150 million dollars in synergistic cost savings for the newly combined company, with EBITDA as a percent of revenue of 350 basis points higher to 28.1% for the combined corporation. With shares of Republic Services sitting right on their 52-week low Bill Gates used the opportunity to pick up additional shares of America’s second largest waste removal company

-
LGF
Lions Gate Entmt - $5.36
- -0.92%
- $5.78
Lions Gate’s principal source of revenue comes from the firms lease-back sales coming from their proprietary film library of 12,000+ titles. Revenue for 2008 was $1.60 billion dollars with gross margins of 13.4% across all brands. According to Nielsen and Rentrak, Lions Gate’s DVD market share has grown from 4.9% in 2005 to 6.7% in 2008, as DVD revenue went from $516 million dollars for the full-year 2007 to $618 million dollars for the full-year 2008. Icahn through his various affiliates own approxamentaly16.54% of Lions Gate Entertainment.

-
DITC
Ditech Networks - $1.4259
- +1.85%
- $1.50
Last week Ditech Networks (DITC) a tell communications firm focused on improving the quality of wireless voice conversations rejected an unsolicited, nonbinding proposal from Lamassu Holdings to be acquired for $1.25 per share, or a 19% premium to its current price. The board of directors for Ditech Networks said “that the offer isn't in the best interests of its shareholders since it doesn't reflect the current value of assets or the potential of initiatives Ditech plans” For the third quarter of 2009, which ended January 31st 2009 for Ditech Networks, revenues were $4.90 million, a decrease of $1.80 million, or 27%, from revenues of $6.70 million in the same quarter of the prior fiscal year. Shares of Ditech Networks are down 85% over the past two-years versus a decline in the Standard and Poor’s 500 Index of 40%.

-
LCAV
Lca-vision Inc. - $5.38
- +2.48%
- $5.23
Private investor Eduardo Baviera Sabater announced his intention to purchase up to 10% of LCA-Vision (LCAV) stock. LCA-Vision Inc. is a leading provider of laser vision correction services under the LasikPlus brand—having preformed over 1,000,000 laser vision correction procedures since 1991. LCA-Vision has a market capitalization of $51.02 million, with $56.33 million in cash, and $21 million in debt, equating to an enterprise value of just $15.8 million dollars. In mid-January one of LCA-Vision’s fiercest competitors, Advanced Medical Optics (EYE) was bought out by Abbott Laboratories (ABT) for a 144% premium to Advanced Medical Optics previous closing price.
- Latest Activist Filings 3309's Blog
- No Blogs Found
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...
A. because he's not about making friends,
he's about making money...and if you
really follow cramer then you'd a done
your homework and should know how to
play this. which those who don't do
their homework provide opportunities for
those who do.
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more











Comments not available