Louis Moore Bacon

Last Update: 08-14-2015

Number of Stocks: 401
Number of New Stocks: 148

Total Value: $4,609 Mil
Q/Q Turnover: 32%

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

Louis Moore Bacon Watch

  • A Look at Weyerhaeuser's Intrinsic Value After a 6.9% Dividend Hike

    In this article, let´s take a look at Weyerhaeuser Co. (NYSE:WY), which has raised, in past days, its quarterly dividend to $0.31 from $0.29 a share. This way, the stock yields 4.4% if the share price stays at current levels. The hike reflects Weyerhaeuser´s policy of returning value to shareholders and help to continue with a good dividend growth, the company more than doubled the dividend rate since 2011.

    New position


  • Hedge Fund Billionaire Bill Ackman's Move on Global Snack Food Company

    Mondelez International, Inc. (NASDAQ:MDLZ) jumped more than 7% in premarket trading after activist investor Bill Ackman (Trades, Portfolio) said he would pay approximately $5.5 billion for a 7.5% stake in the maker of Oreo cookies and Ritz crackers, buying about 120.3 million shares.

    The $74.59 billion market cap company also has another activist as a major shareholder: Nelson Peltz´s Trian Partners held 48.02 million shares valued at $1.73 billion at the end of March.


  • Mondelez's EPS Decline on Sluggish Sales

    In this article, let's take a look at Mondelez International, Inc. (NASDAQ:MDLZ), a $73.48 billion market cap company, which is a global snack food company.

    Louis Moore Bacon (Trades, Portfolio) is an American hedge fund manager and trader who focuses on a global macro strategy to invest in the markets. This strategy focuses on indices, currencies, commodities and other asset classes based on expectations about specific markets and asset classes. They had their second consecutive month of net inflows in May. Although funds for $1.6 billion were added during the month, it was not enough to bring the flows to positive territory considering the entire year.


  • Sealed Air's Positive Earnings Surprise

    In this article let's take a look at Sealed Air Corporation (NYSE:SEE), a leading global manufacturer of a wide range of food and protective packaging materials and systems.

    52-week high


  • UBS Trims Tesla's Price Target and Downgrades Rating

    UBS analyst Colin Langan downgraded the rating on Tesla Motors (NASDAQ:TSLA) from Neutral to Sell. Additionally, the price target was lowered from $220 to $210.

    According to the UBS report, "The stock has jumped +40 percent since the anticipation of the storage announcement; however, our analysis indicates that TSLA's current planned 15GWs of storage capacity may be larger than the market in 2020."


  • St. Paul-based Ecolab's Recent Acquisition Extends Reach in China

    In this article, let's take a look at Ecolab Inc. (NYSE:ECL), a $33.43 billion market cap company, which is a leading worldwide marketer of water, hygiene and energy technologies and services for the foodservice, food processing, hospitality, health care, industrial and oil and gas markets.

    Strategic acquisitions in China


  • Louis Moore Bacon Buys Stakes in Signet Jewelers, Amazon.com

    Hedge fund manager Louis Moore Bacon (Trades, Portfolio) follows a global macro strategy when making his investments and, for the last couple of decades, he has been ranked among the top 20 money earners. In 2009, when the economy was reeling, Moore Global Investments recorded returns exceeding 20%.

    Bacon made 166 new buys in the first quarter of 2015. His most significant purchase was Signet Jewelers Ltd (NYSE:SIG), a Bermuda-based specialty retail jeweler. Bacon bought 250,000 shares of Signet Jewelers for an average price of $123.89 per share. The transaction had a 0.77% impact on his portfolio.


  • Louis Moore Bacon's Winning Bet on Walt Disney

    In this article, let's take a look at The Walt Disney Company (NYSE:DIS), a $193.04 billion market cap company, which is a media and entertainment conglomerate that has diversified global operations in theme parks, filmed entertainment, television broadcasting and consumer products.

    Louis Moore Bacon (Trades, Portfolio) is an American hedge fund manager and trader who uses a global macro strategy to invest in the markets. Bacon has been at the top 20 ranking of Top 100 money earners since the 1990s, and he is considered one of the top 100 traders of the 20th century.


  • Andreas Halvorsen Sells More Than Half of His Stake in Valeant

    Andreas Halvorsen (Trades, Portfolio), founding partner and chief executive officer of Connecticut-based Viking Global Investors, is one of the top-earning hedge fund managers. After Halvorsen started Viking Global in 1999, the hedge fund gained 22% on average annually for the next decade.

    Halvorsen’s most significant transaction in the first quarter was his sale of a portion of his stake in Valeant Pharmaceuticals International Inc (NYSE:VRX), a pharmaceutical company from Montreal. Halvorsen sold 5,018,664 shares, more than 55% of his stake, for an average price of $177.4 per share. The deal had a -3.32% impact on Halvorsen’s portfolio.  

  • Skyworks Solutions Tops Highest-Performing S&P 500 Stocks

    U.S. stocks are currently in the third-longest bull market in history, trailing the upswing from 1949 to 1956 which lasted 2,607 days, and the longest-running bull market from 1987 to 2000, which ended with the burst of the tech bubble.

    Though investors may find equities to be overvalued, many stocks in the S&P 500 still saw prices increase more than 50% over the past year. The All-In-One-Screener can be used to sort the S&P 500 companies by the price change in the past 52 weeks to find the top-performing stocks.


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