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Analysis - Latest Articles
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Friday Options Recap
Nov 27
•
Frederic Ruffy
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2 Comments
Mining Equipment: Out of the Pits and Set to Rise as Coal, Copper and Ore Demand Increase
Nov 23
•
Dian L. Chu
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2 Comments
Q3 Portfolio Moves: Bruce Berkowitz Is Buying
Nov 19
•
Davy Bui
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1 Comment
Weekly Street Sentiment: Sell-Side Is Cool, Calm and Collected
Nov 17
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First Coverage
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4 Comments
Q2 2009 Portfolio Moves: Bruce Berkowitz, Mohnish Pabrai and Bob Rodriguez
Aug 20
•
Davy Bui
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3 Comments
25 Short Candidates
Aug 6
•
Colin Peterson
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9 Comments
Wall Street Breakfast: Must-Know News
Jul 30
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SA Editor Rachael Granby
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16 Comments
Free Cash Flow Isn't Always so Free
Jul 5
•
Alan Brochstein
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10 Comments
What We View as Bruce Berkowitz's Best Holdings
Feb 18
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The Manual of Ideas
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2 Comments
2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
Aug 21, 2008
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Davy Bui
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Comment!
Wall Street Breakfast: Must-Know News
Jul 30, 2008
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SA Editor Eli Hoffmann
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Comment!
Midday Flow Report: WaMu and Elan Show Activity
Jul 30, 2008
•
Frederic Ruffy
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2 Comments
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
Jul 3, 2008
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David Merkel
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20 Comments
United Rentals' Private Equities Loss is an Investor's Gain
Apr 15, 2008
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Michael Damico
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4 Comments
Okumus Capital - Portfolio Holdings
Feb 28, 2008
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Mebane Faber
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Comment!
Earnings Preview: United Rentals
Feb 27, 2008
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theflyonthewall.com
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Comment!
United Rentals Currently Offers a Margin of Safety
Jan 22, 2008
•
Alex Garcia
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1 Comment
Wall Street Breakfast: Must-Know News
Jan 11, 2008
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SA Editor Judith Levy
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Comment!
Can Cerberus Survive the Hole It's Digging?
Dec 27, 2007
•
James Higginbottom
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1 Comment
Housing Market Tracker - Housing Stocks Review
Dec 26, 2007
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SA Editor Judy Weil
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Comment!
Two Year-End Bargains: Hercules Offshore, United Rentals
Dec 18, 2007
•
Eric Rulmont
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1 Comment
United Rental/Cerberus Delay Trial; Possible Settlement
Dec 17, 2007
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SA Editor Roy Mehta
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Comment!
SuttonBrook Capital Accumulates 5.8% Stake in United Rentals
Dec 4, 2007
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Lon Juricic
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Comment!
Cerberus Turns Down United Rentals, Bids on Northern Rock
Nov 21, 2007
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Michael Shedlock
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Comment!
November 20th Merger Arbitrage Activity
Nov 21, 2007
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Merger Arbitrage Investing
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Comment!
November 19th Merger Arbitrage Activity
Nov 20, 2007
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Merger Arbitrage Investing
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Comment!
United Rentals: Cerberus Backs Out, Not Us
Nov 20, 2007
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Dominic Brault
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Comment!
Cerberus Backs Away From United Rentals Deal; Shares Tank
Nov 15, 2007
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SA Editor Judith Levy
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Comment!
Wednesday's Options Report: Merrill, URI, Wendy's, ETFC, ELN
Nov 14, 2007
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Andrew Wilkinson
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Comment!
Cerberus Buys United Rentals for $4B
Jul 23, 2007
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Steven Towns
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Comment!
Highlights from Neff Corp's IPO Filing (NEFF)
May 31, 2006
•
Evelyn Rubin
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Comment!