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Anh HOANG

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  • This Thrift Conversion Loooks Interesting

    By Anh HOANG - May 20, 2013 | Tickers: ISBC, NFBK, TFSL

    In the middle of May, Barron’s featured Northfield Bancorp (NASDAQ: NFBK), believing that it could offer shareholders a decent return on the market at its current trading price. Northfield could be considered a thrift conversion, which is always considered quite an attractive play. Around $356 million has been raised in second-step conversion, transitioning the bank to full public ownership by offering the 61% ownership of the mutual holding more »

  • Apparel Retailers - Which one is the Good Buy Now?

    By Anh HOANG - May 19, 2013 | Tickers: ANF, AEO, BKE

    Are you interested in investing in the debt-free retailer that has kept generating double-digit return on invested capital in the past ten years? Moreover, this retailer has also consistently produced an increasing free cash flow during the same period. It is The Buckle (NYSE: BKE). In the past twelve months, The Buckle has somehow matched the S&P 500’s overall return of around 29% - 30%.

    Three reasons to be more »

  • What Automotive Parts Retailers Should Investors Buy?

    By Anh HOANG - May 19, 2013 | Tickers: AAP, GPC, ORLY

    I am always looking for compounding machine business, which has compounded capital at a very high rate in quite a long time. In a long run, that business would enjoy a significant increase in its share price. Recently, I came across with a stock that has kept going up in the past ten years, from around $15 per share to nearly $111 per share. It is O’Reilly Automotive (NASDAQ: ORLYmore »)

  • Following Chuck Akre Into Colfax Corp

    By Anh HOANG - May 19, 2013 | Tickers: AP, CFX, FLS

    Chuck Akre, the famous value investors, has managed to generate a sweet annualized return of 11.2% in the past ten years, nearly four times higher than the S&P 500’s annualized return of only 3%. Chuck Akre loves to purchase quality businesses, which have the potential to compound capital at very high rates. In the first quarter 2013, he increased his positions in Colfax Corporation (NYSE: CFX) by more »

  • Chuck Akre is Bullish on Those Three New Businesses

    By Anh HOANG - May 18, 2013 | Tickers: AMX, MWE, NS

    Chuck Akre is one of the most outstanding and successful value investors in the world. In the past 20 years, he has managed to deliver an annualized return of 13.3%, beating the S&P 500’s annualized return of only 7.9%. In the first quarter 2013, he has initiated several new buys including NuStar Energy, L.P (NYSE: NS), American Movil SAB (NYSE: AMX) and MarkWest Energy Partner more »

  • Is NetApp a Good Buy Now?

    By Anh HOANG - May 18, 2013 | Tickers: EMC, HPQ, NTAP

    Active investor Paul Singer has taken a significant stake in NetApp Inc. (NASDAQ: NTAP). According to Businessweek, his firm Elliott Management might press the company for board seats to unlock shareholders’ value. NetApp is also in the portfolio of Larry Robbins, Joel Greenblatt and Paul Tudor Jones. Since the beginning of the year, NetApp has risen by 12.80% on the market, lagging the S&P 500’s return of more »

  • $2 Million Insiders Buys in This Coal Producing Stock

    By Anh HOANG - May 18, 2013 | Tickers: CNX, WLT, WLB

    In the past twelve months, Walter Energy (NYSE: WLT) has experienced a significant drop of nearly 50% to around $18 per share. To take advantage of the low share price, the company’s insiders including CEO, CFO, general counsel and senior VP of project development have spent more than $2 million to buy back its shares since the beginning of May. Should we follow the company’s insiders into this more »

  • Dan Loeb's Two Leading Businesses for a Long Term

    By Anh HOANG - May 18, 2013 | Tickers: BEAV, SWGAY.PK, TIF

    In the first quarter 2013, Dan Loeb seemed to be bullish on both aerospace & defense industry as well as the jewelry retail industry. He bought 2 million shares in B/E Aerospace (NASDAQ: BEAV) and 2.7 million shares in Tiffany & Co (NYSE: TIF). Tiffany & Co and B/E Aerospace positions accounted for 3.5% and 2.3%, respectively, of his total portfolio as of March 2013. Let’s take more »

  • The Formation of the World's Leading Cable Company

    By Anh HOANG - May 17, 2013 | Tickers: CMCSA, LBTYA, VMED

    Dan Loeb, the famous hedge fund manager, delivered quite a strong annualized return of 15.4% in the past 15 years, leaving the S&P 500’s annualized return of only 4.5% during the same period. In the first quarter 2013, he purchased a lot of shares in Virgin Media (NASDAQ: VMED). With 11 million shares, Virgin Media became the second biggest position, accounting for 10.1% of his more »

  • This Global Money Transfer Leader Is Really a Buy

    By Anh HOANG - May 17, 2013 | Tickers: MGI, WU, XOOM

    The world is moving to cashless transactions. That is true, but only for the developed economies. A majority of the population, especially in the emerging economies, still uses cash transactions. Because of that simple reason, I have been quite bullish about Western Union (NYSE: WU). Since November 2012, Western Union’s share price has kept going up, from nearly $12 per share to $16 per share, marking a gain of more »

  • Einhorn's 2 Opportunistic Investment Ideas

    By Anh HOANG - May 17, 2013 | Tickers: OIS, SPG, VOD

    In the recent Sohn Conference, David Einhorn showed his bullish attitude towards oil & gas solutions provider Oil States International (NYSE: OIS). David Einhorn stated that he accumulated shares in this company in the first quarter of 2013 at an average price of $77.16 per share. He believes that Oil States International is cheap at its current trading price. Let's take a closer look at the company and another more »

  • Which Online Travel Company Should We Invest In?

    By Anh HOANG - May 17, 2013 | Tickers: EXPE, OWW, PCLN

    These days, in order to quickly find the cheapest airfare or hotel bookings for our travel plans, we often seek help from online travel bookers such as Priceline.com (NASDAQ: PCLN), Expedia (NASDAQ: EXPE), and Orbitz Worldwide (NYSE: OWW). Interestingly, these three companies have exhibited different share price performances in the past twelve months. 

    Orbitz has been the best performer among the three with an appreciation of nearly 110%, while more »

  • Should We Follow Mason Hawkins Into This Stock?

    By Anh HOANG - May 17, 2013 | Tickers: CAT, CNH, DE

    Mason Hawkins, the talented mind behind Southeastern Asset Management, has nearly $23 billion in total assets under management. On May 10, he increased his stake in CNH Global (NYSE: CNH) by more than 150% to 3.7 million shares. In the past twelve months, CNH has exhibited a tepid stock price performance, declining more than 2.6% while the S&P 500 gained more than 10.7% during the same more »

  • Two Einhorn's First Quarter New Buys

    By Anh HOANG - May 17, 2013 | Tickers: AOL, IACI, SPR

    In the first quarter 2013, David Einhorn, the founder and president of Greenlight Capital, had delivered a 6.1% gain in the first quarter 2013. In the previous articles, I have talked about four of his new buys including two companies in the oil & gas industries and the other two companies in the financial industry. In addition, he also initiated long positions in other two businesses, Spirit AeroSystems Holdings (NYSE: SPRmore »)

  • Einhorn is Bullish About These Two Small-Cap Banking Stocks

    By Anh HOANG - May 17, 2013 | Tickers: CBF, NBHC, UMBF

    David Einhorn, the successful hedge fund manager, has turned bullish on two financial stocks in the first quarter 2013. Those two stocks are Capital Bank Financial (NASDAQ: CBF) and National Bank Holdings (NYSE: NBHC). He purchased 940,133 shares in Capital Bank Financial and nearly 333,000 shares in National Bank Holdings, accounting for only 0.25% and 0.09%, respectively, of his total portfolio. Both of these bank holding more »

  • Einhorn Favors These Two Opportunistic Stock Ideas

    By Anh HOANG - May 16, 2013 | Tickers: CLR, HES, OIS

    In the first quarter 2013, David Einhorn, the famous hedge fund manager, has initiated long positions in six new stocks, bringing the total asset under management to more than $6.5 billion. His six new stocks are Oil States International (NYSE: OIS), Hess Corp (NYSE: HES), Spirit AeroSystems Holdings, IAC/InterActiveCorp, Capital Bank Financial and National Bank Holdings. In a three-article series, I will take a closer look into each more »

  • Is This Valero Spinoff a Compelling Opportunity?

    By Anh HOANG - May 16, 2013 | Tickers: CASY, CST, SUSS, VLO

    In the middle of April, Fool contributor Jim Royal posted quite an interesting article about Valero’s (NYSE: VLO) spinoff, CST Brands (NYSE: CST). He mentioned that he would be buying $1,000 worth of the company’s shares for his special situation portfolio. Interestingly, CST Brands have just begun trading on the market for more than a week ago. It becomes the second biggest public fuel and convenience retailer more »

  • A Closer Look at Icahn's Offer for Dell Shareholders

    By Anh HOANG - May 16, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    Billionaire Carl Icahn has been building his fortunes via many activist investments. Recently, the global investment community has zoomed in his involvement in the buyout deal of one of the world’s biggest PC makers, Dell (NASDAQ: DELL). Icahn currently owns around 100 million shares in the company, accounting for around a 6% stake in Dell. Both Carl Icahn and Dell’s largest shareholder, Southeastern Asset Management has been publicly more »

  • David Einhorn Is Bullish on These Two Tech Stocks

    By Anh HOANG - May 16, 2013 | Tickers: AAPL, MRVL, MSFT

    David Einhorn, the famous hedge fund manager, has returned as much as 21.5% annually to investors since his fund's inception in 1996. Recently, he released the first-quarter shareholder letter for his firm, The Greenlight Capital funds. In the first quarter, the fund gained 5.8%, net of expenses. Einhorn considered the first quarter “a quarter of reversal.” Marvell Technology (NASDAQ: MRVL), his biggest loser in 2012, turned out more »

  • Should We Follow the CEO Sale of This Banking Stock?

    By Anh HOANG - May 16, 2013 | Tickers: ASBC, TCB, USB

    Several days ago, William Allen Copper, Chairman and CEO of TCF Financial Corporation (NYSE: TCB), sold around 500,000 shares of the company at an average price of $15 per share, with the total transaction worth $7.5 million. $15 a share price is just 2% lower than the company's 52-week high. Should investors follow his move to sell the stock? Let’s find out.

    Most of TCF’s more »

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