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John Vincent  

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  • John Vincent
    Carl Icahn is bullish on Chesapeake ($CHK) and Federal-Mogul ($FDML). See http://seekingalpha.com/a/1wmry
    Jun 18, 9:14 AM
    Reply (1)
    • matratra: Market is not bullish for CHK or FDML
      Jun 18, 9:56 AM
      • John Vincent
        David Tepper (Appaloosa) is bullish on $DAL, $GM, and $HUN. See http://seekingalpha.com/a/1woue
        Jun 18, 9:08 AM
        Reply
          • John Vincent
            Kahn Brothers is bullish on Blackberry ($BBRY). See http://seekingalpha.com/a/1vjvo
            Jun 18, 8:24 AM
            Reply (1)
            • contrarianwise: I'm with the Kahn Brothers, 10 year hold and beyond for me.
              Jun 18, 8:49 AM
              • John Vincent
                Dan Loeb (Third Point) is bullish on $YUM and $MHK. He is bearish on $BABA. See http://seekingalpha.com/a/1wr7o
                Jun 18, 8:08 AM
                Reply
                  • John Vincent
                    Ole Andreas Halvorsen (Viking Global) is bullish on $ACT, $APD, $LNG, and $CP. See http://seekingalpha.com/a/1wr5q
                    Jun 18, 7:50 AM
                    Reply
                      • John Vincent
                        Jeffrey Ubben (ValueAct) is bullish on Halliburton ($HAL). See http://seekingalpha.com/a/1whs8
                        Jun 18, 7:41 AM
                        Reply
                          • John Vincent
                            Robert Karr (Joho Capital) is bullish on $YELP and TAL Education ($XRS). See http://seekingalpha.com/a/1wj90
                            Jun 18, 7:31 AM
                            Reply
                              • John Vincent
                                Wallace Weitz is bullish on $DISCA, $LBRDA, $PCP, and $FOXA. See http://seekingalpha.com/a/1ws3w
                                Jun 18, 7:15 AM
                                Reply
                                  • John Vincent
                                    David Abrams is bullish on Moneygram International ($MGI) and Western Union ($WU). See http://seekingalpha.com/a/1waus
                                    Jun 18, 7:06 AM
                                    Reply
                                      • John Vincent
                                        Alex Roepers' (Atlantic Investment Management) is bullish on $HAR, $WCC, $IM, $FMC, and $GT. See http://seekingalpha.com/a/1wvb6
                                        Jun 18, 12:28 AM
                                        Reply
                                          • John Vincent
                                            Kinder Morgan ($KMI) $100M warrant buyback signals atleast 10% annual returns for the next two years. See http://bit.ly/1BisPha
                                            Jun 17, 7:46 AM
                                            Reply
                                              • John Vincent
                                                Warren Buffett is bullish on Precision Castparts ($PCP). See http://seekingalpha.com/a/1wcla
                                                Jun 17, 6:10 AM
                                                Reply
                                                  • John Vincent
                                                    Seth Klarman is bullish on $ATRA, $PXD, $AR, and $KERX. See http://seekingalpha.com/a/1wcqu
                                                    Jun 17, 5:54 AM
                                                    Reply
                                                      • John Vincent
                                                        David Einhorn is bullish on $AER, $CBI, $CFG, and $GM. See http://seekingalpha.com/a/1wdqy
                                                        Jun 17, 5:28 AM
                                                        Reply
                                                          • John Vincent
                                                            Mohnish Pabrai increased $PKX by ~225% while eliminating $BAC. See http://seekingalpha.com/a/1w3oq
                                                            Jun 17, 2:55 AM
                                                            Reply
                                                              • John Vincent
                                                                Bruce Berkowitz reduced the huge $AIG stake by more than half. See http://seekingalpha.com/a/1wdrs
                                                                Jun 17, 2:39 AM
                                                                Reply
                                                                  • John Vincent
                                                                    William Von Mueffling (Cantillon) upped Intercontinental Exchange ($ICE) & Sensata ($ST) substantially. See http://seekingalpha.com/a/1vau4
                                                                    Jun 10, 8:04 AM
                                                                    Reply
                                                                      • John Vincent
                                                                        Prem Watsa (Fairfax) has 65% of the 13F portfolio in two stocks. Blackberry ($BBRY) & Resolute ($RFP). See http://seekingalpha.com/a/1wawq
                                                                        Jun 10, 7:55 AM
                                                                        Reply (5)
                                                                      • View all 5 replies
                                                                        • Chris Lau: $RFP is awful awful awful. Makes $BBRY look like a genius move. I almost bought RFP but could not understand why it was at 52w highs
                                                                          Jun 10, 1:18 PM
                                                                        • sfinvestor: $BBRY BOD are lead by two people with nothing in tech experience. JC is a database guy. That's why they are driving BBRY to the ground.
                                                                          Jun 10, 5:38 PM
                                                                          • John Vincent
                                                                            Lou Simpson (SQ Advisors) started a ~10% stake in Precision Castparts ($PCP). Also upped $SCHW & $BAM. See http://seekingalpha.com/a/1wdu0
                                                                            Jun 10, 4:20 AM
                                                                            Reply
                                                                              • John Vincent
                                                                                Glenn Greenberg (Brave Warrior) increased Halliburton ($HAL), JPMorgan Chase (JPM), & Microsoft ($MSFT). See http://seekingalpha.com/a/1we0y
                                                                                Jun 10, 4:11 AM
                                                                                Reply