David Einhorn

David Einhorn

Last Update: 07-23-2015

Number of Stocks: 44
Number of New Stocks: 8

Total Value: $7,787 Mil
Q/Q Turnover: 18%

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

David Einhorn Watch

  • Fifth Street Finance Announced a Dividend Cut, But I Will Follow Zeke Ashton and Push the “Buy Button”

    In this article, let's take a look at Fifth Street Finance Corporation (NASDAQ:FSC), a $1.09 billion market cap company, which is a growing asset manager that provides credit solutions to small and mid-sized businesses.


    Principal hedge fund's activity

      


  • David Einhorn Presentation At Grant's Interest Rate Spring Conference



  • Aetna: Solid Prospects in a Volatile Environment

    With the health care industry in all sorts of turmoil, we might well ask why any sane investor would buy in. After all, it’s filled with legislative uncertainties, regulatory and litigation certainties, not to mention technological change and more.


    Yet, investors looking for capital appreciation should give some attention to Aetna Inc. (NYSE:AET), the long-lived health insurance company. It has delivered strong, consistent earnings in the past and appears capable of continuing along that path for at the least the next few years. It carries with it a storied history and enough mass to survive in a turbulent environment.

      


  • Investors Should Not Worry, It´s Yahoo!

    In this article, let's take a look at Yahoo! Inc. (NASDAQ:YHOO), a $41.68 billion market cap company, which provides search and display advertising services on Yahoo properties and affiliate sites worldwide.


    Some Possible Answers

      


  • Analyzing David Einhorn's Low PE Stocks: AerCap Holdings NV

    David Einhorn (Trades, Portfolio) is president of Greenlight Capital – a value-oriented investment adviser. He believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies and then pushing management to implement changes.


    AerCap Holdings NV (NYSE:AER) is one of the undervalued (Low PE) stock he is holding. As of December 31, 2014, he was holding over 3.74 million shares in the company. The following chart shows his holding history in the company.

      


  • Helping People Get Along Better – A Lecture From David Einhorn

    March 12, 2015


    I’d like to thank Headmaster Johnson for inviting me to speak today. As an investor, I typically get asked to share ideas about how to make money so it’s exciting to be able to share my thinking about how to give it away.

      


  • Analyzing David Einhorn's Top Holdings: Aecom Technology

    David Einhorn (Trades, Portfolio) is President of Greenlight Capital - a value-oriented investment advisor. He believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies, and then pushing management to implement changes.


    Aecom Technology (NYSE:ACM) is one of his top ten holdings. Last quarter, he used a decline in Aecom's stock price as an opportunity to ramp up his position in the company. As of December 31, 2014 he was holding over 6.65 million shares in the company. The following chart shows his holding history in the company.

      


  • 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:

      


  • Should you follow these analysts and buy Chicago Bridge and Iron

    Recent correction in oil prices have taken a toll on Chicago Bridge & Iron Company's (NYSE:CBI) share prices and the stock has corrected ~50% from 2014 highs. However, according to many analysts, this correction provides a good opportunity to buy the stock. In his recent report, Jefferies analyst Luke Folta reiterated his buy opinion on the company. He considers the stock a bargain at current levels and has a price target of $75 on the stock. He believes divesture of assets and restructuring could generate more that $100 million in cash flow for the company in 2015 and 2016 which could be used towards stock buy backs.


    Another analyst, John B. Rogers of D.A. Davidson, is also bullish on the stock and has a $70 price target. He believes that with sustained earnings and cash flow, let alone growth, the stock can appreciate substaintially from the current level. He is optimistic on the company's backlog growth due to “LNG export facilities, new gas fired power plants, and other energy/downstream infrastructure that could be awarded in 2015.”

      


  • Can Time Warner Inc (TWX) Continue Its Momentum?

    Time Warner's (NYSE:TWX) stock is in an uptrend since mid-2012, and its stock price has more than doubled in the last two and a half years.


      





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