Bill Ackman

Bill Ackman

Last Update: 05-15-2015

Number of Stocks: 8
Number of New Stocks: 2

Total Value: $14,970 Mil
Q/Q Turnover: 29%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Bill Ackman Watch

  • Bill Ackman Adds Two Positions to Portfolio in 1QFY15

    Bill Ackman (Trades, Portfolio) added two new positions to his portfolio, according to GrurFocus Real Time Picks. The new additions bring his number of stocks to a total of eight and valued around $14.97 billion. His portfolio's quarter-over-quarter turnover is 29%.


    Ackman purchased 19,473,933 shares of Valeant Pharmaceuticals International Inc (VRX) at an average price of $177.40 a share.

      


  • Ackman on Valeant Pharma: The Next Berkshire Hathaway?

    Valeant Pharmaceuticals International Inc (VRX) is a specialty pharmaceutical and medical device company that develops, manufactures, and markets a range of generic and branded generic pharmaceuticals, over-the-counter products and medical devices. Under the control of CEO Michael Pearson, Valeant’s aggressive new acquisition strategy has been executed close to perfection.


    Valeant just completed its acquisition of Salix Pharmaceuticals on April 1 after a failed attempt to buy Allergan last year. An un-Berkshire-esque bidding war left VRX paying $15 more per share for the company, despite Salix’s Xifaxan gastrointestinal drug, which many analysts believe has blockbuster potential. How much will they overpay next time?

      


  • Canadian Pacific’s Stock Corrects In Spite Of Good Results

    Canadian Pacific’s (CP) stock has corrected ~10% since mid-April despite posting good last-quarter results. While the company’s revenues were in line, its Q1 EPS of C$2.26 was better than estimates by C$0.07. CP's operating ratio was an impressive 63.2% in Q1. The main reason behind the recent correction is cautious commentary by other railroad companies. I believe it is incorrect to club Canadian Pacific with other rail road companies as it is really doing a good job in terms of improving its operations. Billionaire hedge fund manager Bill Ackman (Trades, Portfolio), who has a sizable stake in the company, recently called CP’s management best in the industry. Here’s a look at the company in detail.


    Canadian Pacific is a Class I Railroad company based in Canada. CP owns approximately 9,900 miles of track. An additional 3,800 miles of track are owned jointly, leased or operated under trackage rights. The company has shown good growth in its earnings in the past and its EPS has more than doubled over the last few years.

      


  • Air Product’s CEO Continues Buying The Stock

    Air Products and Chemicals (APD) is one of the current activist targets of Bill Ackman (Trades, Portfolio) and he currently holds 20,549,076 shares of the company. In addition to Bill Ackman, the company’s CEO - Seifollah Ghasemi – also seems very upbeat about the company’s prospects and is actively buying its shares. On May 1, 2015, he bought 20,000 shares of the company. In total, he has purchased 135,000 shares of the company since he became the CEO. He is the person in charge of turnaround and his buy back activity makes me bullish on the company.


    Air Products recently reported solid 2Q FY2015 results with adjusted EPS of $1.55, up 17 percent versus prior year. The company's adjusted EBITDA margin of 29.4% was up 440 basis points versus prior year. In addition, the company also announced that it has been awarded contract with Saudi Aramco for the world’s largest industrial gas complex which will supply 75,000 metric tons per day (20,000 oxygen and 55,000 nitrogen) to Saudi Aramco’s refinery being built in Jazan, Saudi Arabia for 20 years. Commenting on the win, Air Product's CEO Seifi Ghasemi said:

      


  • Baby Buffett - Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire?

    Bill Ackman bounds onto the stage in the ballroom of the Crowne Plaza Hotel in midtown Manhattan in front of hundreds of his peers: the crème de la crème of hedge funds, law firms, endowments and large pension funds. It’s early April, and Ackman is determined to give the Active-Passive Investor Summit a preview of what he internally calls “Pershing Square 2.0″: his rebirth as a kinder, gentler investor, more focused on building companies that last than on making quick trading profits.


    The ballroom responds with a yawn.

      


  • Bill Ackman's Ira Sohn Presentation – Long Jarden, Platform Specialty Products and Valeant



  • Weekly CEO Buys Highlight: APD, OPK, ASPS, ADTN, NSA

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    Air Products & Chemicals Inc: Chairman, Pres. and CEO Seifi Ghasemi bought 20,000 shares

      


  • Bill Ackman Is Still 100% Confident In His Herbalife Short

    Bill Ackman (Trades, Portfolio) is famously short Herbalife (HLF).


    He does not think that the government needs to come in and shut Herbalife down for him to be successful. He believes that deterioration of the business will allow his short to be successful over time.

      


  • Bill Ackman May Buy This Railroad Company

    CSX Corporation (CSX) is in the news recently due to rumours of Bill Ackman acquiring a sizable stake in the company. The company's stock has seen unusual stock price movements and options activity of late. UBS analyst pointed out that recent volume trend and stock performance of CSX is similar to that of Canadian Pacific (CP) during September and October 2011 when Pershing Square was buying its stock. I believe CSX's stock offers a good value at current levels. Here's a look at the company in detail.


    CSX Corporation is one of the nation's leading transportation companies. The company provides rail-based transportation services including traditional rail service and the transport of intermodal containers and trailers. The company’s annual average number of employees was approximately 32,000 in 2014, which includes approximately 26,000 union employees. Most of the company’s employees provide or support transportation services.

      


  • Time To Call In The Shorts On Lumber Liquidators

    Here’s an interesting company that some consider the Walmart of flooring, selling really low quality (and cheap) hardwood floors. The company has a network of around 318 Lumber Liquidators stores located throughout the United States and Canada.


      


  • Fannie And Freddie: Flirting With Re-Privatization

    For the last few year's there has been a quest by top value investors like Bill Ackman (Trades, Portfolio) and Bruce Berkowitz (Trades, Portfolio) to get the government to give all of the profits Fannie Mae (FNMA) and Freddie Mac (FMCC) back to the shareholders. A Whaton real estate professer has written a paper on Fannie and Freddie laying out that it may look like nothing is happening with the two firms, but a lot is happening. She did an interview with the Knowledge @ Whaton where she discussed Fannie and Freddie in detail.


      


  • Why Is Buffett Buying These Stocks? QSR And AXTA To Follow TESO

    I have two questions about these investments.




  • Herbalife Feud with Bill Ackman Continues

    By Sarah Roden


    It seems that Herbalife (HLF) cannot escape the scrutiny of activist investor Bill Ackman (Trades, Portfolio) and his hedge fund, Pershing Square Capital Management. Herbalife, the weight loss product distributor, is incorporated in the Cayman Islands and has been accused of being a pyramid scheme in the past. The company has been under investigation by the Federal Trade Commission for the past year.

      


  • Valeant Finally Bags Salix for $11 Billion

    After much of a clout about who will acquire Salix Pharmaceuticals (SLXP), Canadian Drug maker Valeant Pharmaceuticals International Ltd (VRX) completed the purchase for $11 billion last Wednesday.


    Salix Pharmaceuticals works in gastro instrumental drugs and it will provide Valeant with new therapeutic business. This is Valeant's biggest buy so far. Valeant increased the takeover price for Salix by about a billion dollar in the new deal to knock out rival bidder Endo International earlier in March. Valeant rose the per share price by $15 from $158, the price offered by the drug company in February. This higher and all cash offer made Endo Pharmaceutical Plc. (ENDP) withdraw its cash and stock bid, valued at $176.56 per share.

      


  • Everything You Need To Know About Investing And Finance In Under An Hour – Courtesy of Bill Ackman

    Four years in business school or less than an hour on the internet?


    Bill Ackman (Trades, Portfolio) has prepared a 45-minute video for us and claims that it covers everything that you will ever need to know about finance and investing.

      


  • Bill Ackman's Pershing Square Holdings 2014 Annual Report



  • Three Activist Targets of Bill Ackman That Are Also Seeing Insider Buying

    Bill Ackman (Trades, Portfolio) has one of the best investing track records in the world. He is known for his activist approach. He buys the common stocks of public companies and pushes for changes so that the market can realize the values of the companies. Ackman buys stocks trading at a discount and sells when the companies reach their appraised value.


    The following is a list of three of his holdings which are also seeing insider buying activity from their top management.

      


  • Analyzing Bill Ackman's Top Holdings: Canadian Pacific

    Bill Ackman (Trades, Portfolio) has one of the best investing track records in the world. He is known for his activist approach. He buys the common stocks of public companies, and pushes for changes so that the market can realize the values of the companies. Ackman buys stocks trading at a discount, and sells when the companies reach their appraised value.


    Canadian Pacific (CP) is one of his top holdings. As of December 31, 2014 he was holding 13,940,890 shares of the company. Canadian Pacific is a Class I Railroad company based in Canada. CP owns approximately 9,900 miles of track. An additional 3,800 miles of track are owned jointly, leased or operated under trackage rights. The following table shows revenue, EPS and other key metrics of the company over the last three years.

      


  • A Closer Look at February´s Hedge Funds Returns

    The $3 trillion hedge-fund industry posted gains of about 2%. According to research firm eVestment, hedge funds gained 1.93% in February. Further, according to the Barclay Fund of Funds Index, the industry gained 2.25% in February, and is up 2.14% for the year.


    Almost all of Barclay’s 18 hedge fund indices had gains in February. Among them, we can highlight:

      


  • Herbalife And Bill Ackman Blame Game

    Last week Herbalife Limited (HLF) garnered media attention owing to a public spat about market manipulation of the stock on CNBC by activist investor Bill Ackman (Trades, Portfolio). He had come on the show to defend himself against the charges of trying to downplay the stock and negatively impact its movement. There are allegations against him of trying to manipulate Herballife stock in order to bring the stock price down. The allegation also states that the market may have been manipulated or influenced by Ackman to impact the stock price of Herbalife in a negative way. He has been accused of directly and indirectly making false statements to the regulators and urging them to conduct a probe on Herbalife and in turn drive down the stock price.


    The Bill Ackman effect

      


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User Comments

Lisaharris7
ReplyLisaharris7 - 2 weeks ago
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Patsysherry725
ReplyPatsysherry725 - 2 months ago
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Gm1
ReplyGm1 - 8 months ago
Dear Sirs / Madams,

I am so interested in Pershing Square, would you please advise me its performance and cost? Thank you.

GM
Samchell@yahoo
ReplySamchell@yahoo - 1 year ago
Some stocks are best evaluated by hands-on personal empiricism. After going into a Walgreen's store, it's manifestly clear where it ranks compared to CVS or Rite Aid. As for Ackman's attraction to Mondelez, perhaps he likes some of the company's snack items, and no doubt enough other consumers will share his taste to move the stock in a positive direction. But anyone looking for more something more dramatic would be better advised to take note of the population's compulsive consumption of Hershey products. (Twizzler's Twist 'n Pull Cherry Licorice is candy heroin.) Also, like Coke and Kleenex, Hershey's is a brand name that's synonymous with the product. (When's the last time your spouse asked you to go to Walgreen's to pick up a "Mondelez Bar"?) In short, investing is a game of guessing, supported by past predilections and indicators that "may" have a bearing on future results. But 50% of stock picking is playing hunches. Never ignore the intangibles as well as personal impressions--that's can't be charted or measured by most systems.



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