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Delivering Alpha 2019: What You Need To Know
Thursday, September 19, 2019 - 3:21pm | 538Read More...The Delivering Alpha 2019 conference took place Thursday in New York, and this year’s event included a number of Wall Street heavy hitters. Benzinga Pro reported from Delivering Alpha all day long. Here’s a recap of some of the major headlines you may have missed: Bruce Richards Of...
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Digesting Delivering Alpha 2017: The Top Picks You Need To Know
Wednesday, September 13, 2017 - 8:44am | 894Read More...Anything but bitcoin. The cryptocurrency got little love at CNBC’s Delivering Alpha conference Tuesday, with JPMorgan Chase & Co. (NYSE: JPM) CEO Jamie Dimon calling it “fraudulent” and Saba Capital Management CIO Boaz Weinstein attributing its rise to nothing beyond FOMO....
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Jamie Dimon: Bitcoin Is Stupid
Wednesday, September 13, 2017 - 8:31am | 324Read More...To the ire of many a cryptocurrency fan, JPMorgan Chase & Co. (NYSE: JPM) CEO Jamie Dimon issued an epic diss to bitcoin Tuesday. Dimon, upon taking the stage at CNBC's 'Delivering Alpha' conference, let loose with a mini-rant on the subject of the digital currency, which he called...
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A Look Back At Delivering Alpha 2016's Top Long And Short Ideas
Monday, September 11, 2017 - 2:17pm | 318Read More...CNBC will host its annual "Delivering Alpha" conference on Sept. 12, which brings together some of the biggest names on Wall Street who talk about their top investment ideas. During last year's conference, many hedge fund titans presented ideas that achieved strong returns. Impala...
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The Model Works: Carl Icahn On Why He's Buying Herbalife Shares
Tuesday, September 13, 2016 - 7:12pm | 279Read More...Carl Icahn of Icahn Enterprises LP (NASDAQ: IEP) graced the stages of CNBC and Institutional Investors' Delivering Alpha conference Tuesday afternoon. As the effective headliner of the event, Icahn made notable comments on a number of his positions, including Herbalife Ltd. (NYSE: HLF)....
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'Delivering Alpha' Conference Has Been Known To Move Stocks
Tuesday, September 13, 2016 - 9:51am | 423Read More...CNBC and Institutional Investor’s 2016 Delivering Alpha Conference kicks off Tuesday. The event brings together some of corporate’s most influential investors to weigh in on fiscal matters and share their investment strategies based on the recent and relevant market movement. CNBC...
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Delivering Alpha 2016: Everything You Need To Know
Tuesday, September 13, 2016 - 7:20am | 1307Read More...CNBC and Institutional Investor will be hosting the renowned "Delivering Alpha" conference at New York City's Pierre Hotel on Tuesday. While Benzinga Pro will be publishing headlines from the event in real time, Benzinga.com will also be hosting a live blog which will be updated...
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Macy's: To REIT Or Not To REIT?
Tuesday, July 21, 2015 - 2:03pm | 991Read More...On Monday, Bank of America Merrill Lynch (BofA) analyst Lorraine Hutchinson published a research note, "To REIT or Not To REIT," raising the firm's target price for venerable department store owner and operator Macy's, Inc. (NYSE: M) from $68 to $78 per share. BofA believes that management...
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Retail Expert Doesn't See A REIT Fit For Macy's
Friday, July 17, 2015 - 2:18pm | 335Read More...Ryan Craver was recently a guest on #PreMarket Prep, a daily trading idea radio show hosted by Joel Elconin and Dennis Dick. Shares of Macys, Inc. (NYSE: M) traded higher this week after Jeff Smith of Starboard Value Management said the fashion and accessory retailing giant could unlock tremendous...
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Doing The 'Starboard Math' At Macy's: Is It Worth $125?
Thursday, July 16, 2015 - 3:54pm | 441Read More...In a report issued Thursday, JPMorgan analyst Matthew R. Boss and the retail team look into Macy's, Inc. (NYSE: M)’s near-term fundamentals and real estate optionality. They also look into the three pivot points to Starboard Value’s thesis. On Wednesday, Jeff Smith of Starboard...
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Jeffrey Gundlach Thinks Fed Has No Option But To Raise Rates (Even Though The Economy Isn't Yet Ready)
Wednesday, July 15, 2015 - 4:24pm | 302Read More..."King of Bonds" and founder of Doubleline Capital, Jeffrey Gundlach, spoke at CNBC's 2015 Delivering Alpha conference on Wednesday. Gundlach explained why he thinks raising rates is a compulsion for Fed and how bond investors will benefit if interest rates rise. The Economy Is Not...
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Nelson Peltz Bubbles Excitement And Expresses Foreboding Over These Two Stocks
Wednesday, July 15, 2015 - 4:08pm | 412Read More...Renowned activist investor and founder of hedge fund Trian Partners, Nelson Peltz, spoke at CNBC's 2015 Delivering Alpha conference on Wednesday. At the conference, Peltz discussed his new positions with Jim Cramer, including Pentair plc. Ordinary Share (NYSE: PNR). He also opined on losing...
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Bill Ackman Is In Love With Fannie Mae And Freddie Mac
Wednesday, July 15, 2015 - 3:31pm | 509Read More...Pershing Square Capital Management's founder and CEO, Bill Ackman, was speaking at CNBC's 2015 Delivering Alpha conference on Wednesday, where he discussed his latest stock picks – Federal National Mortgage Assctn Fnni Me (OTC: FNMA) ("Fannie Mae") and Federal Home Loan Mortgage...
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Has Delivering Alpha Delivered So Far?
Wednesday, July 15, 2015 - 3:17pm | 583Read More...The fifth annual Delivering Alpha conference kicked off this morning in New York, and today’s conference lineup includes Pershing Square Capital Management’s Bill Ackman, Elliott Management’s Paul Singer, Trian Fund Management's Nelson Peltz and Icahn Enterprises LP (NASDAQ: IEP...
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Jeff Smith Hypes Macy's At Delivering Alpha
Wednesday, July 15, 2015 - 12:50pm | 194Read More...Starboard Value LP founder and CEO Jeff Smith expressed a bullish outlook on Macy's, Inc. (NYSE: M) Wednesday morning at the Delivering Alpha conference in New York. The stock shot up by more than 4 percent following his comments. Smith believes Macy's is worth about $100 per share --...
