Activist Investing

It comes as no secret to long term investors that the stock market is on the high side of fair value right now. The Schiller PE ratio is currently 25.9 which gives a forward return projection of less than one percent over the next five years. Ned Davis Research pointed out recently that the...

Lately, small regional and community bank stocks have been written on as the 'Trade of the Decade. ' In the aftermath of the real estate and credit crisis, bank stocks collapsed in value and many of the smaller ones were valued at a fraction of their tangible book value. As regulators rushed to...

At Wednesday's Delivering Alpha Conference in New York, famed investor Nelson Peltz announced an approximately $1.5 billion stake in Pepsi (NYSE: PEP). Peltz said that he wants the company to buy Mondelez International (NASDAQ: MDLZ) for $35 per share in an effort to expand its food businesses....