Bill Ackman

Bill Ackman

Last Update: 02-17-2015

Number of Stocks: 7
Number of New Stocks: 1

Total Value: $16,043 Mil
Q/Q Turnover: 20%

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

Bill Ackman Watch

  • 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

      


  • Analyzing Bill Ackman's Top Holdings: Air Products and Chemicals

    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.


    Air Products and Chemicals (APD) is one of his top holdings. As of December 31, 2014 he was holding 20,549,076 shares of the company. Air Products has a portfolio of products that include atmospheric gases, process and specialty gases, performance materials, equipment, and services. One of the key bullish arguments for Air Products is the company's margin expansion potential. Air Products used to have an operating margin of around 13% when Bill Ackman (Trades, Portfolio) initiated his position. His key argument was that with a right management and processes in place, the company can post margins in line with its peer Praxair (PX). Praxair posted operating margin of 22% in FY2013 which was 900 bps higher than Air Products during the same period. This means if Bill Ackman (Trades, Portfolio)'s argument is true, there is a substantial margin upside for the company.

      


  • Bill Ackman: Carl Icahn Is Stuck with Herbalife

    Pershing Capital Management Founder and CEO Bill Ackman (Trades, Portfolio) spoke with FOX Business Network’s (FBN) Deirdre Bolton regarding the recent report that federal prosecutors and the Federal Bureau of Investigation (FBI) are probing potential market manipulation of Herbalife. On whether Herbalife can clean up their act, Ackman said, “there is no future for Herbalife as a legal company,” and, “I have a lot of confidence in the Department of Justice.” Ackman goes on to say, “we are totally open to full and fair look into details,” and that the senior management at Herbalife “knows they are running a pyramid scheme.” On Carl Icahn (Trades, Portfolio)’s relationship with Herbalife Ackman said, “I think Carl Icahn (Trades, Portfolio) at this point is actually stuck,” and, “If Carl wanted to sell the shares he’d have to get off the board.” On the direction of the investigation Ackman said, “I don’t think we will be here two years from now,” and, “either the business will have imploded or the government will have shut it down.” In regards to the average retailer Ackman said, “I get an enormous number of thank you notes, emails from your average retail investor who have followed us.”

    Video Links:   


  • Bill Ackman's Interview With Bloomberg Regarding Herbalife

    STEPHANIE RUHLE: Bill Ackman (Trades, Portfolio) of Pershing Square is on the phone with us. Bill, I want to start with you, on the record, let’s just make it clear, have you, your firm, or anyone you currently or HAVE previously employed been contacted or subpoenaed by the justice department or the FBI?


    ACKMAN: No, not to my knowledge.

      


  • Bill Ackman is keeping on buying Zoetis

    Bill Ackman, co-investment manager for hedge-fund group Gotham Partners LP, formed Pershing Square in November 2003 with $54 million raised from three investors. Ackman got his start in the real estate business, where he worked for his father prior to starting Gotham.


    He is an activist investor. 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.

      


  • Bill Ackman Describes The Impact Activists Have On Businesses

    Are activist investors the friend of the long term shareholder or simply predators looking to make a fast buck?


    There likely isn't a simple answer to that question.

      


  • Activist Investor Bill Ackman's Newest Additions to His Portfolio

    Bill Ackman (Trades, Portfolio) of Pershing Square Capital Management, L.P. is known for being an activist investor as well as a philanthropist. Ackman, along with guru Bruce Berkowitz (Trades, Portfolio) and Joseph Steinberg, donated funds to the Center for Jewish History. It was the largest gift the center has ever received. Ackman alone donated almost $7 million because his family says, "we want our children to know, not only their living relatives, but those representing past generations for a greater connection to their family and ancestral origin and heritage."


    Ackman is also active in The Giving Pledge, started by guru Warren Buffett (Trades, Portfolio) along with Bill Gates (Trades, Portfolio) and his wife, in which he committed 50% of his wealth to go to charitable causes.

      


  • How Good is Your Argument?


    “One of the best ways to get confidence in an idea is to find the best argument out there and see if there is a case that you haven’t considered or if there is something you don’t know. If what I’ve heard are the best arguments that can be made against being short Herbalife, then I want to be short more.”

      


  • Herbalife's Faceoff Against Financial Market Coup

    Globally known MLM based healthcare product maker Herbalife (HLF) has some major players in finance betting against the company due to its controversial practices. Ever since the US dollar had been gaining in strength since November 2014 versus other major currencies, and also the news of pending probes against the company coming to light, the stock seems to be going downhill. After Herbalife had posted its below-expected earning of Q3 2014, analysts like Timothy Ramey of Pivotal Research Group, has come down heavily to cut down on estimates of the stock price, from $110 to $75. The EPS estimates have been cropped as well, going from $1.34 to $1.22, alongside the 2015 full-year estimates, going down from $5.50 to $5.00. The net income from Q3 2014 went down by as much as 92%, owing to the pre-tax charges it faces from the reassessment of audit of assets and liabilities in the Venezuelan Bolivar. In short, there are problems all around.


      


  • Bill Ackman: Interview Transcripts Part 1

    STEPHANIE RUHLE, HOST: Bill Ackman (Trades, Portfolio), would you have guessed it, he is just a laugh riot over here? Bill, you just left the stage. You were sitting down with Ray Dalio (Trades, Portfolio). And for me watching two iconic investors sort of go through their investment practice was extraordinary. What did you learn from Ray?


    BILL ACKMAN, FOUNDER, CEO, PERSHING SQUARE CAPITAL: I learned a lot. I mean I really didn’t know how he did what he does. I’m sure I completely understand at this point. But remarkable how he’s built his company and his organization and his approach. And I (INAUDIBLE)…

      


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