Marshall Hargrave

Editor's Choice

  • Billionaire Activist Zeroes in on Sony

    By Marshall Hargrave - May 20, 2013 | Tickers: BBRY, SNE, ERIC | Editor's Choice

    Sony (ADR) (NYSE: SNE) has been a perennial under-performer since the dot-com bubble burst in 2000. The stock peaked in 2000 at around $156 a share and has been a terrible investment for investors ever since. The collapse and similarities I see in the chart reminds me of the BlackBerry (NASDAQ: BBRY) collapse in 2008.

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    In many ways I ask myself how did this company miss so many technological changes more »

  • Billionaire Dan Loeb Is Making Paper

    By Marshall Hargrave - May 11, 2013 | Tickers: CLW, IP, PKG | Editor's Choice

    International Paper (NYSE: IP) saw a slight pull back earlier this month after posting weaker than expected earnings. First-quarter EPS came in at $0.65, $0.09 below consensus estimates. This will likely disappoint one of International Paper's largest shareholders, Third Point Capital and the hedge fund founder billionaire Dan Loeb. Loeb made the case for owning International Paper in his most recent letter to his investors dated April more »

  • Is Starbucks Still A Buy?

    By Marshall Hargrave - February 21, 2013 | Tickers: DNKN, GMCR, SJM, SBUX, THI | Editor's Choice

    Speculation that coffee prices might be bottoming suggests that margins might be squeezed going forward for some of the major coffee companies, including the market leader Starbucks (NASDAQ: SBUX)This speculation could present investors with a chance to buy into the coffee giant at a reasonable price, as I believe the stock is a solid long-term pick. Recent quarterly results shows that Starbucks is still firing on all cylinders, being more »

  • Top Five Picks Of Whitney Tilson's Investor Letter

    By Marshall Hargrave - February 20, 2013 | Tickers: AIG, BRK-B, C, GS, HHC | Editor's Choice

    A look at hedge fund manager Whitney Tilson's recent investor letter proved interesting. The letter could well offer investors a starting point for analyzing some well-known companies in the financial industry that Tilson is heavily invested in (check out all of Tilson's picks). 

    Tilson split from partner Glenn Tongue in mid-2012 and now manages money on his own. As part of the split, Tilson vowed to raise his more »

  • Billionaire Ken Griffin Joins Steve Cohen In TiVo

    By Marshall Hargrave - January 25, 2013 | Tickers: AMZN, AAPL, GOOG, MSFT, TIVO | Editor's Choice

    It appears a couple big-name billionaires could be betting on a loosening of the credit markets and a rebound in the buyout markets. Per a 13G filing last week, billionaire Ken Griffin, founder of Citadel Investment Group, announced a 5.2% stake, 6.6 million shares, in TiVo (NASDAQ: TIVO). Griffin joins SAC Capital and Steve Cohen as two of TiVo's biggest hedge fund backers. SAC owned 5.5 more »