Fidelity National Information Services Inc. (FIS)

All Comments on FIS

  • commenter
    valueinvesto
    r123
    Sep 30 04:27 PM
    Hedge Fund Tracking: Tudor Investment Corp. (Paul Tudor Jones) [view article]
    My guess is these names are held in the Tudor Raptor fund which is run by his business partner Jim Pallotta. Though Jim and Paul are going separate ways after this year. Reply
  • commenter
    shamsoftabri
    z
    Aug 07 10:02 PM
    Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
    Remember last time a liberal was in the white house...tech went wild, oil
    dropped to 12 a barrel and the economy soared. I'll take all that.     Reply
  • commenter
    Punit Kumar
    Jul 29 11:32 PM
    The Long Case for Fidelity National Information [view article]
    I read the FIS and FNF proxy statements. I like the companies, but I don't like the management. I believe the executive compensation is out of control at both the companies. The same CEO runs both companies, draws full-time salaries, options, perks/benefits etc. I don't believe board is acting in the best interest of the common shareholders. Related party transactions are a pain to untangle.

    I like FAF, Fiserv (their competitors) better. Even though, these are good businesses in the long-run. They are down due to real estate markets. Finding honest management is hard.     Reply
  • commenter
    DMJenay
    Jun 26 05:41 PM
    Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
    Always enjoy reading these. Thank you.

    Quick question: could one of the "puzzling" long positions that you mentioned just be short-covering? In other words, if he was heavily short the bond insurers and then covered some of his position, we would only see the long.

    Thanks again     Reply
  • commenter
    steveballmer
    Jun 26 12:10 AM
    My Website
    Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
    Long term outlook is really bad people, there will ba a liberal in the whitehouse, $6 gas, more illegals, .... things look bad for all but microsoft! Reply
  • commenter
    marketfolly
    Jun 15 08:21 PM
    My Website
    Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
    G-Rab thanks for the compliments. You're right in your thinking in that I'm sure some of these funds do indeed "manipulate" their holdings to make it seem like they are holding something when in actuality they are short... since they know that short positions are not reported in the filings. There's no way for us to know though. And, that's the reason why I track more value oriented funds because if they're really in it for the value of the company then they would hold over an extended period and it would be very hard to misconstrue a position that they have been accumulating over a few quarters.

    In terms of nutrisystem specifically... they were long and then sold out of it. I found this move very interesting because Lone Pine Capital (another ex-Tiger mgmt fund) has a heavy short position in nutrisystem via puts. So, you could be right in that Blue Ridge might have had a net short position in nutrisystem all along, and like you said they could have just been trying to access mgmt by showing them their long position. I think that would be a very feasible situation, and that just gets even more in depth in terms of analyzing these things. We can speculate, but never really know for sure. That would make perfect sense to me though given that Lone Pine had a solid short size position through puts. Good thoughts overall. You can see the write-up I did on Lone Pine on my blog as well.     Reply
  • commenter
    G-Rab
    Jun 15 01:23 PM
    Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
    Thanks for a great analysis. I'm familiar with Blue Ridge Capital and subscribe to the same investment philosophy. I was equally puzzled by seeing some of the mortgage lenders in their portfolio and also puzzled to see some names that I'd actually expect to see on the short side (e.g. Netflix, Nutrisystems). So do you think it's possible that some of these longs are actually net short positions due to Blue Ridge carrying more shares short to balance out these long reported shares? I'm not sure why they would do this or how or if it's even feasible under the regulations, etc., but I'm just wondering. One reason could be to get access to companies' mgmt by showing long positions in a stock that you're actually short? This is pure conjecture - let me know your thoughts, since you know more about these 13Fs. Again, thanks for the great analysis. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on FIS
    Is this a buy or a sell? Reply
  • commenter
    nukldrager
    Mar 31 10:44 PM
    Wall Street Breakfast: Must-Know News [view article]
    eudaimonia Reply
  • commenter
    investmaui
    Mar 28 10:47 PM
    Wall Street Breakfast: Must-Know News [view article]
    Aloha! Reply
  • commenter
    cardiomyopat
    hy
    Mar 28 05:18 PM
    Wall Street Breakfast: Must-Know News [view article]
    Afreshup - Here's another - 'Swogeet' - from the midwest: means, 'Lets go eat!' Reply
  • commenter
    afreshup
    Mar 28 03:22 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    GregoryY - That's funny... since we are throwing cultural words around ... "jeetyet" translation :
    "Did you eat yet" in Southern circles...     Reply
  • commenter
    Rick S.
    Mar 28 12:30 PM
    Wall Street Breakfast: Must-Know News [view article]
    And if I'm not an American? Am I allowed to throw a word or two of another language into my remarks? You can't be much of an English speaker either, Sigler, if you are thrown by the expressions "Mazel tov" and "Shalom." One final point: Check the Bio of Eli Hoffman. You will discover he's Israeli. Reply
  • commenter
    wsigler
    Mar 28 11:48 AM
    Wall Street Breakfast: Must-Know News [view article]
    If you're an American, SPEAK ENGLISH! Reply
  • commenter
    pepe
    Mar 28 10:51 AM
    Wall Street Breakfast: Must-Know News [view article]
    Shalom User 168657!!! Reply
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