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Stephen L. Weiss
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Stephen L. Weiss is an active investor, markets expert, public speaker and author. His most recent book is a novel called UNHEDGED (see below). He has also authored two well received investment books: The Big Win: Learning from the Legends to Become a more Successful Investor (Wiley, 2012) and... More
My company:
Short Hills Capital Partners, LLC
My blog:
StephenLWeiss
My book:
UNHEDGED: A Story About A Killing in the Market
  • Rumored Acquisition Targets 0 comments
    Nov 16, 2011 4:40 PM | about stocks: BBRY, WLT, MU, FCX, AKS, X, NFLX, HPQ, GM, ORCL
    One of the best performing funds this year - actually any year - would be one that shorts the pop on every rumored takeover target. Here is what a partial holdings list would have looked like - all at much higher prices: HPQ (pure lunacy that ORCL would buy them); GM; X: AKS; NFLX (still a short); WLT; RIMM; POT; MU; FCX, CREE; AKAM; SHAW.  Of course some of these turn out to be good longs at some point and I own HPQ, RIMM and WLT but bought after rumors didn't pan out. Ironically some become more attractive after large declines such as WLT and RIMM.   Rumors are usually code for someone saying "How the heck do I get out of this bad position!"
    Themes: Rumors, Acquisitions, Takeovers, Technology, Energy, Coal. Stock picking Stocks: BBRY, WLT, MU, FCX, AKS, X, NFLX, HPQ, GM, ORCL
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