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John Vincent  

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  • John Vincent
    Dinakar Singh (TPG-Axon) added stakes in $GOOG, $TSN, $KORS, $QIHU while dropping $AL & $ZNGA. See http://tinyurl.com/qcxnyhz
    5 hours ago
    Reply
      • John Vincent
        Thomas Gayner (Markel) dropped a large stake in Fairfax Financial ($FRFHF) while increasing Visa ($V). See http://tinyurl.com/ot8zgoa
        5 hours ago
        Reply
          • John Vincent
            Larry Robbins (Glenview Capital) built large stakes in Humana ($HUM) and Anthem ($ANTM). See http://tinyurl.com/ppdskc6
            5 hours ago
            Reply
              • John Vincent
                Eric Mindich (Eton Park) adjusted several large merger arbitrage stakes: $SLXP, $TLM, $ZMH, $LO, etc. See http://tinyurl.com/pzvhoxe
                9 hours ago
                Reply
                  • John Vincent
                    John Griffin (Blue Ridge) built stakes in Facebook ($FB) & Fleetcor ($FLT) while dropping Google ($GOOG). See http://tinyurl.com/qcbddbb
                    10 hours ago
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                      • John Vincent
                        Thyra Zerhusen (Fairpointe) added Chicago Bridge & Iron ($CBI) & upped Alcoa ($AA) & US Steel ($X). See http://tinyurl.com/o88lsw8
                        10 hours ago
                        Reply
                          • John Vincent
                            Chase Coleman (Tiger Global) added Priceline ($PLCN) and upped JD.com ($JD) and Fleetcor ($FLT) & $BABA. See http://tinyurl.com/nql7hob
                            10 hours ago
                            Reply
                              • John Vincent
                                Philippe Laffont (Coatue) built large stakes in Equinix ($EQIX), Facebook ($FB) & Charter ($CHTR). See http://tinyurl.com/omr4fra
                                11 hours ago
                                Reply
                                  • John Vincent
                                    Stephen Mandel (Lone Pine) built large positions in currencyshare Euro puts, JD.com ($JD), $PCLN & $AAPL. See http://tinyurl.com/pk7wvqk
                                    11 hours ago
                                    Reply
                                      • John Vincent
                                        John Armitage (Egerton) added $TWC & Equinix ($EQIX) while dropping $CMCSA. Also upped $LUV & $CHTR. See http://tinyurl.com/oypdsnf
                                        11 hours ago
                                        Reply (1)
                                        • dalatinIJR: AMZN NFLX and the FBs should scare cable owners.Industry cable black book has been dead on.Alacart coming to soon? Cost prohibitive hurting?
                                          11 hours ago
                                          • John Vincent
                                            Leon Cooperman (Omega Advisors) added Targa Resources ($TRGP) ($NGLS). See http://tinyurl.com/p7qnchj
                                            11 hours ago
                                            Reply (1)
                                            • teetay1: there's no add - its the acquisition/merger between targa and atls
                                              35 minutes ago
                                              • John Vincent
                                                Michael Dell (MSD) Capital increased PVH Corp. ($PVH) & Wex Inc. ($WEX). See http://tinyurl.com/qx9rfwk
                                                12 hours ago
                                                Reply
                                                  • John Vincent
                                                    Chuck Akre upped Ubiquiti ($UBNT) & Verisk ($VRSK) while reducing Discovery (DISCK) & LPL Finl. ($LPLA). See http://tinyurl.com/qywo6qe
                                                    13 hours ago
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                                                      • John Vincent
                                                        Francis Chou (Chou Associates Management) added Ascent Capital Group ($ASCMA). See http://tinyurl.com/ok7o5e3
                                                        15 hours ago
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                                                          • John Vincent
                                                            Richard C. Blum (Blum Capital) reduced Career Education ($CECO), ITT Education ($ESI) & Moneygram ($MGI). See http://tinyurl.com/ors4q8c
                                                            15 hours ago
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                                                              • John Vincent
                                                                Joel Greenblatt (Gotham Asset Management) added Orbital ATK ($OA) & Teradyne ($TER). See http://tinyurl.com/ptvweff
                                                                15 hours ago
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                                                                  • John Vincent
                                                                    Bill & Melinda Gates Foundation decreased the huge Berkshire Hathaway ($BRK.B) stake. See http://tinyurl.com/pv3h4nq
                                                                    15 hours ago
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                                                                      • John Vincent
                                                                        Carl Icahn is bullish on Chesapeake ($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