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t*****s
发帖数: 2933 | 2 2billion. 要变天了。
Microsoft would become ValueAct’s biggest holding, topping its $1.6 billion
stake in Motorola Solutions Inc. as of Dec. 31, according to data compiled
by Bloomberg. ValueAct manages about $8 billion in assets and invests in
companies it believes are “fundamentally undervalued” to advocate for
changes that can boost shareholder returns, according to the fund’s website
. Microsoft Chief Executive Officer Steve Ballmer has been working to
bolster software revenue amid a global slump... 阅读全帖 |
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p*******m
发帖数: 20761 | 3 American Express: Will Wells Fargo Really Buy It Out?
Citigroup’s Donald Fandetti and Steven DeBartolo consider reports that
Wells Fargo (WFC) could be considering a purchase of American Express (AXP):
Reuters
News reports [yesterday] suggest American Express could be an acquisition
target of Wells Fargo, though sources are investment bankers not mgt. In
addition, the report raised the prospect of senior mgt changes and that
Chairman & CEO Ken Chenault is having conflict with the Board. Note tha... 阅读全帖 |
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f****r
发帖数: 5118 | 4 无人关心这个消息？软软要变cloud了，知道不？懂不懂重要性？ |
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g***c
发帖数: 11523 | 7 当你看到消息时，消息早就price in了
所以你就别激动了 |
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f****r
发帖数: 5118 | 8 我是很激动，现在我把MSFT当CRM, AMZN了 |
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f********s
发帖数: 658 | 10 Stocks trimmed losses in afternoon trade, with American Express (AXP)
briefly jumping more than 6 percent on a Bloomberg report that ValueAct took
a $1 billion stake in the firm. In afternoon trade, trade volume in shares
of the financial services firm was nearly double its average for the entire
day. |
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d********1
发帖数: 2462 | 11 和V, MA相比，pe最低，就算没有今天ValueAct的消息，本来还想72买点过冬的;)..AXP
的personal saving program也很不错，利率0.9% |
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C******l
发帖数: 108 | 12 % of Shares Held by All Insider and 5% Owners: 2%
% of Shares Held by Institutional & Mutual Fund Owners: 88%
% of Float Held by Institutional & Mutual Fund Owners: 90%
Number of Institutions Holding Shares: 633
Major Direct Holders (Forms 3 & 4)
Holder Shares Reported
PERSHING SQUARE CAPITAL MANAGEMENT, L.P. N/A Mar 8, 2016
HALE DAVID ROBERT N/A Aug 19, 2015
MORFIT G MASON N/A Oct 25, 2015
UBBEN JEFFREY W 0 Jun 11, 2015
PEARSON J. MICHAEL 1,514,664 ... 阅读全帖 |
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a******9
发帖数: 20431 | 13 前一阵花街好几个hedge fund都加仓C了
valueact还上了重仓
也不知道谁在打压
：银行股一直打压厉害。C已经是一年新低，手上15个远期call亏的稀里哗啦。一直坚持
：下来了 |
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