ELLH News and Headlines - Elah Holdings Inc

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Real Industry Inc. (NASDAQ:RELY) is a holding company based in Southern California backed by notable investors, including Sam Zell. With over $800 million in federal net operating losses (NOLs), management plans to acquire cash generating, stand-alone businesses that can utilize the NOL asset. Its first major purchase was Real Alloy, an aluminum recycling company. We believe the value of Real Alloy alone is more than the current market capitalization of Real Industry.

From [url=http://www.gurufocus.com/StockBuy.php?GuruName=John+Rogers]John Rogers[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=John+Rogers]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=John+Rogers]Portfolio[/url])' first quarter 2016 Ariel Discovery Fund Commentary.

628 Views    Holly LaFon    2016-04-21 16:37
Guru increases holdings in apparel retailer, business developer, oil and gas company

Private Capital (Trades, Portfolio)’s Value Fund’s clients have enjoyed double-digit returns in the last couple of years. In the third quarter, Private Capital (Trades, Portfolio)’s primary transactions for its own portfolio involved additions to existing stakes.

Private Capital (Trades, Portfolio)’s most significant third-quarter transaction, however, was the sale of its 399,514-share stake in DeVry Education Group Inc. (DV), a Downers Grove, Ill.-based education company, for an average price of $28.42 per share. The deal had a -1.27% impact on Private Capital (Trades, Portfolio)’s portfolio.

DeVry Education Group has

1093 Views    David Goodloe    2015-12-01 23:16

Dear Partner:

Arquitos Capital Partners returned 8.0% net of fees and expenses in the second quarter of 2015, bringing the year to date return to 2.5%. Our annualized return since the April 10, 2012 launch is 33.2%. Please see page four for more detailed performance information.

Real Industry

Our biggest winner during the quarter was Real Industry (RELY). The price of its shares advanced from $6.14 to $11.35 during that time period. I briefly mentioned it in last quarter’s letter, saying that I was happy with their operational advancement. At the time the stock price simply was not representative of

1033 Views    Canadian Value    2015-07-31 18:25

Arnold Van Den Berg (Trades, Portfolio), whose Century Management recorded return percentages in double digits in 2013 and 2012, prefers to apply value investment strategies as his investment philosophy. With that in mind, he added four new stakes to his portfolio in the second quarter.

The most significant acquisition was his 478,985-share stake in General Motors Co (GM), an automotive company based in Detroit, for an average price of $35.7 per share. The transaction had a 2.42% impact on his portfolio.

General Motors has a market cap of $51.08 billion and an enterprise value of $75.64 billion.

1335 Views    David Goodloe    2015-07-14 20:58

Hotchkis & Wiley, a Los Angeles-based investment firm, has been successfully managing portfolios for more than 30 years. In 2013, its investment advice yielded a 39.95% return for its clients, more than double its performance in 2012.

Value investors, Hotchkis & Wiley emphasizes a company's tangible assets, sustainable cash flow and potential for improving business performance.

In the fourth quarter, Hotchkis & Wiley added to its third-largest stake – Cobalt International Energy Inc (CIE). The firm bought 11,203,447 shares in Cobalt, a Houston-based oil exploration and production company, for an average price of $8.87 per share. The transaction had a

584 Views    David Goodloe    2015-02-11 15:47
The following three companies reported the largest CEO buys in terms of transaction amount over the past week. A common idea regarding insider buying is that an insider wouldn’t spend their own money investing unless they expected the price to rise. Which leads to the importance of CEO buys. CEO insider transactions are important to note because as the leader of a company CEOs are typically thought of to have the most insight into the inner workings of a company. [b] Invesco Mortgage Capital ([url=http://www.gurufocus.com/stock/IVR]IVR[/url])[/b] President and CEO of Invesco Richard King reported a rather notable insider buy on Aug.
1031 Views    Monica Wolfe    2013-08-07 21:12
This week several CEOs have been making hefty buys into their companies. The following three companies reported insider buys coming from their CEOs valued at over $100,000. It’s interesting to note when CEOs make such large changes in their holdings, as they are expected to have the most insight into the inner workings of their respective companies. [url=http://www.gurufocus.com/InsiderBuy.php?position=ceo]GuruFocus insider data[/url] has shown that top executives like CEOs and CFOs have beaten the market on average by six percentage points a year. [b]ServiceSource International ([url=http://www.gurufocus.com/stock/SREV]SREV[/url])[/b] Chairman of the Board and CEO Michael Smerklo bought
364 Views    Monica Wolfe    2013-06-12 22:29
According to [url=http://www.gurufocus.com/InsiderBuy.php]GuruFocus Insider Data[/url], these are the largest CFO buys during the past week. The overall trend of CFOs is illustrated in the chart below: [b]Broadwind Energy Inc. (BWEN): Executive Vice President and CFO Stephanie K. Kushner Bought 100,000 Shares[/b] Executive Vice President and CFO of Broadwind Energy Inc. (BWEN) Stephanie K. Kushner bought 100,000 shares on 08/16/2012 at an average price of $0.22. Broadwind Energy Inc., headquartered in Naperville, Ill., owns, supports, grows and strategically positions companies that manufacture, install and maintain components for the energy industry, with a primary emphasis
256 Views    gurujk    2012-08-27 14:29

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