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Audiovox Slightly Positive As Seth Klarman Cuts Stake
Friday, June 10, 2011 - 2:50pm | 105Read More...Audiovox Corporation (NASDAQ: VOXX) shares are slightly higher today, gaining 6 cents despite reports that noted and famed value investor Seth Klarman's Baupost Group has cut its stake in the company. At last check, shares of Audiovox were up 6 cents to $7.28, a gain of 0.8% on 50,000 shares....
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You Heard It Here First (VOXX, VAL, SFN, RIG, PG, BAC, C)
Monday, February 7, 2011 - 8:49am | 220Read More...Benzinga was one of the first to bring you all the news of the Harbor Investment Conference held in New York last week. With the media embargo held until 4 PM Friday, Benzinga gave you the news at precisely 4:01 PM. Had you heeded our advice about being prepared for 4pm, you could have made some...
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Craig Nerenberg Likes CLO's
Friday, February 4, 2011 - 5:01pm | 178Read More...Craig Nerenberg of Brenn West Capital Partners spoke at the Harbor Investment Conference yesterday and laid out his case for Tetragon Financial, which is a company that invests in collateralized loan obligations. From the company's website, it describes itself as a company that "currently invests...
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Value In Valspar (VAL)
Friday, February 4, 2011 - 5:01pm | 612Read More...Alex Klabin, Managing Partner and Co-Chief Investment Officer at Senator Investment Group, LP spoke at the Harbor Investment Conference yesterday and he said, that like David Darst, he is focusing on defensive businesses for the next two year, not cyclical companies such as Caterpillar (NYSE: CAT)...
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Mick McGuire Likes SFN Group Inc (SFN)
Friday, February 4, 2011 - 5:00pm | 328Read More...Mick McGuire of Marcato Capital Management spoke at the Harbor Investment Conference yesterday and recommended SFN Group Inc (NYSE: SFN) to the audience. McGuire, who is a former chairman of Borders (NYSE: BGP) is an activist investor in the midcap space, and he believes there is significant value...
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David Darst Likes "Global Gorillas" (PG, KO, DO, RIG, WIP, JNJ)
Friday, February 4, 2011 - 5:00pm | 572Read More...David Darst, Managing Director and Chief Investment Strategist of Morgan Stanley spoke at the Harbor Investment Conference yesterday and he laid out a few investment ideas. He said that gold is overbought here, and showed a chart to see its parabolic run over the past decade or so. He said it...
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Two Investment Legends At The Harbor Investment Conference (GGP, HHC, JOE, C, GS)
Friday, February 4, 2011 - 5:00pm | 1480Read More...Bruce Berkowitz and Bill Ackman spoke at the Harbor Investment Conference yesterday and discussed a wide variety of topics, with the two legendary investors interviewing each other over a wide variety of topics. Berkowitz of Fairholme Capital, was interviewed by Bill Ackman, the conference's Co-...
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Value In Voxx? (VOXX)
Friday, February 4, 2011 - 5:00pm | 375Read More...Todd Sullivan, Co-Founder and Managing Partner of Rand Strategic Partners presented at the Harbor Investment Conference yesterday and discussed Audiovox Corporation (NASDAQ: VOXX). Audiovox is the number one player in audio equipment for car trips, and Sullivan believes the company is severely...
