Michael Dell

Michael Dell

Last Update: 02-14-2017

Number of Stocks: 6
Number of New Stocks: 0

Total Value: $407 Mil
Q/Q Turnover: 0%

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

Michael Dell Watch

  • Insider Michael Dell Buys 24,807 Shares of Dell Technologies

    Michael Dell (Trades, Portfolio), the founder, CEO and chairman of the board for Dell Technologies (NYSE:DVMT), purchased 24,807 shares for $28.84 per share on Feb. 13, according to a Form 4 filing by the Securities and Exchange Commission.

    Dell is an American multinational information technology corporation that designs, develops, manufactures, markets, sells and supports products and services through its four business groups: Client Solutions, Enterprise Solutions Group, Dell Software Group and Dell Services.


  • A Look at Michael Dell's Asbury Automotive

    Unlike automobile manufacturers, which have to keep putting more and more money into R&D and tend to keep too much debt on the books, auto retailers have the luxury (or burden) of being the sales vehicle.

    Asbury Automotive Group Inc. (NYSE:ABG), headquartered in Duluth, Georgia, is one of the largest automotive retailers in the U.S. It was built through a combination of organic growth and a series of acquisitions and now has 82 retail locations for the sale and servicing of 28 different brands of American, European and Asian automobile makes. From a marketing standpoint, I even love the simplicity of the company’s website.


  • Guru Michael Dell Reduces Position in Asbury Automotive Group

    Guru Michael Dell (Trades, Portfolioreduced his position in Asbury Automotive Group (NYSE:ABG) on May 3.

    Asbury Automotive Group is headquartered in Duluth, Georgia, and is one of the largest automotive retailers in the U.S. The company has approximately 82 retail auto stores, encompassing more than 100 franchises for the sale and servicing of 35 different brands of American, European and Asian automobile makes.


  • Steven Romick Keeps On Buying Cisco, American Express

    Steven Romick (Trades, Portfolio) is the portfolio manager of FPA Crescent Fund. As of Jan. 31, the fund had delivered more than 11% a year on average over the past 10 years. The following are the companies the investor has been buying for at least the last two quarters.

    Esterline Technologies Corp. (ESL)


  • Michael Dell Sells 1 Million Shares of DineEquity

    Michael Dell (Trades, Portfolio) slashed his position in DineEquity Inc. (NYSE:DIN), selling 1 million shares on Feb. 26.

    DineEquity together with its subsidiaries owns and franchises the Applebee’s Neighborhood Grill & Bar as well as the International House of Pancakes (IHOP) chain of restaurants. The company was originally founded under the laws of Delaware in 1976 with the name IHOP Corp. Effective June 2, 2008 the company’s name was changed to DineEquity. The company generates its revenue from royalties, fees and other income from 2,033 Applebee’s restaurants and 1,672 IHOP restaurants the company franchises.


  • Michael Dell Slashes Holding of Esterline Technologies by Nearly Half

    Michael Dell (Trades, Portfolio), founder, chairman and CEO of Dell Inc. (DELL), has a net worth of $16.3 billion, according to Bloomberg. He made four transactions in the fourth quarter. None was the purchase or divestiture of a stake.

    Dell sold nearly half of his stake in Esterline Technologies Corp. (NYSE:ESL), a Bellevue, Washington-based designer and manufacturer of products mostly for aerospace and defense customers. The guru sold 793,115 shares for an average price of $81.95 per share. The transaction had a -7.61% impact on Dell’s portfolio.


  • Michael Dell's MSD Capital Increases Stake in PVH Corp.

    Michael Dell (Trades, Portfolio) is the founder, CEO and chairman of the board of directors for Dell (DELL), the computer company that he founded in 1984 with $1,000 in his college dorm room at the age of 19. Today, Dell has a market cap of $24 billion, with over 100,000 employees who serve the IT needs of global corporations, small and medium businesses, governments, healthcare providers, educational institutions and home computing users.

    In 1998, MSD Capital was founded as an investment firm to manage the capital of Dell and his family. The firm primarily focuses on publicly traded securities, traditional private equity activities and real estate.


  • Michael Dell Acquires Stake in NorthStar Asset Management Group

    Michael Dell (Trades, Portfolio) is the founder and CEO of Dell Inc. (DELL), a Round Rock, Texas-based computer technology company – one of the world's largest technological corporations. Dell is one of the richest people in the world with an estimated net worth of $18 billion, and his portfolio is managed by MSD Capital, which is owned and controlled by Dell and his family.

    In the third quarter, only three stock transactions were done in Dell’s name, and two were reductions.


  • Dell-EMC Is Not a Done Deal

    News of mergers and acquisitions almost always shake a company’s share price.

    Normally, there is a boost in the share price of the target company because an acquisition is in sight. The target’s share price rarely reaches the offer price, but it might hover a few points below. This is called the “deal discount.” It reflects the risk that the deal won’t go through. This is always a risk for various reasons, from antitrust issues and regulatory concerns to a new buyer coming in with a better price, and the price of the target company usually takes a pretty big hit if the deal falls through.


  • Michael Dell's Most Heavily Weighted Stocks

    Guru Michael Dell (Trades, Portfolio) of MSD Capital only has seven companies in his portfolio, so identifying his most heavily weighted stocks isn’t difficult. The hard part is deciding where to draw the line.

    In the case of Dell’s portfolio, it seems prudent to draw the line below the stocks with double-digit weightings. That leaves four of the holdings in his portfolios – Asbury Automotive Group Inc. (NYSE:ABG), Esterline Technologies (NYSE:ESL), DineEquity Inc. (NYSE:DIN) and PVH Corp. (NYSE:PVH)as his most heavily weighted.


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