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Focus on Underperfomance With Trian Fund Management's Peter 'The Constructivist' May
Wednesday, May 22, 2013 - 12:25pm | 475Read More...Peter May, Trian Fund Management President and founding partner, calls himself a constructivist. He appeared on CNBC's Squawk Box on Wednesday to discuss a variety of things, including what being a constructivist means to him. He said that constructionists focus on the operating side of the...
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Tiffany Has The "Ideal" Quarter
Friday, August 26, 2011 - 10:09am | 692Read More...Tiffany & Co. (NYSE: TIF) continues to sparkle in any environment, no matter if it's cloudy or clear. The luxury retailer reported better than expected earnings, and raised its full-year outlook, thanks in large part to bridal season, as well as the increased wealth effect felt around the...
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Goldman Missed Breakfast At Tiffany's, But Is There Time For Leftovers?
Thursday, August 4, 2011 - 10:18am | 727Read More...This morning Goldman Sachs made a call to upgrade Tiffany's (NYSE: TIF) from Sell to Neutral, on a valuation call. Well Goldman, Tiffany has been one of the best performing stocks in the past year, why upgrade it now? Here's their reason: "We are upgrading TIF to Neutral from Sell as the stock is...
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CORRECTION: Peter Schiff Does Not Hold a Long Position in Tiffany's
Thursday, May 26, 2011 - 12:01pm | 88Read More...Yesterday, Benzinga published a story with the title "Hearing Peter Schiff May be Long Tiffany's." In the body of that story, Benzinga reported an unconfirmed rumor that Peter Schiff of EuroPacific Capital could be long Tiffany & Co (NYSE: TIF), as well as Trian Fund Management's Peter May....
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Tiffany's Is The Blue Box That Keeps On Giving
Thursday, May 26, 2011 - 9:56am | 469Read More...Peter May, the founding partner and President of Trian spoke at the Ira Sohn Conference and said that he is long Tiffany's (NYSE: TIF), and has been since 2007. May said the company has great free cash flow, a good return on capital, and likes the fact that Tiffany's brand has and always will...
