Alexander & Baldwin, Inc.

  • Say Aloha to These Hawaiian Stocks

    By Jonathan Lim - February 17, 2013 | Tickers: ALEX, BOH, CPF

    I’m not one to daydream, but this week I have been imagining the swaying palm trees, poke plate lunches, and overall joie de vivre of the Hawaiian Islands. Beach weather is at least three months away, and I could use a dose of sunshine.

    My portfolio could too. Figuratively of course, but what about literally? Could adding some Hawaiian stocks help me brighten my returns?

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  • Three Buys From the Baker Ellis Portfolio

    By Shweta Dubey - February 12, 2013 | Tickers: ALEX, BAX, GOOG

    Baker Ellis Asset Management LLC, the fee-based investment advisory firm, invests mainly in Exchange Traded Funds and in the consumer goods sector. Both make up about ~43.5% of the funds’ total portfolio. In the last quarter ending December 2012, Baker Ellis’s performance was better than S&P 500 as the fund gave a return of ~1.36%, compared to S&P's return of ~0.38%. Looking at more »

  • 5 High-Potential Stock Picks From Billionaires Bill Ackman & Dan Loeb

    By Meena Krishnamsetty - January 14, 2013 | Tickers: ALEX, HHC, MATX, SLE, WCC

    Hedge funds generate a substantial portion of their alpha from the small-cap space. On the whole, public research about the little guys tends to be less efficient. According to our own analysis, investing in hedgies’ most popular small-cap picks has produced an alpha of close to 120 basis points per month. We started publishing a quarterly newsletter at the end of August and shared the stock picks of this strategy more »

  • Herbalife Isn’t the Only Stock With an Ackman-Tilson Connection

    By Meena Krishnamsetty - January 3, 2013 | Tickers: ALEX, C, HLF, HHC, JCP

    Billionaire Bill Ackman runs a niche equity portfolio, owning only around 10 stocks at a time. Ackman is a long-term activist and value investor, and is the founder of Pershing Square Capital. Ackman's long-time friend Whitney Tilson received an MBA from Harvard and founded T2 Partners in 1999, which has returned a cumulative 175% since inception. We have found five stocks that Ackman and Tilson either love or hate more »

  • Three Big Buys and Two Big Sells By Bill Ackman

    By Dr. Osman Gulseven - November 29, 2012 | Tickers: ALEX, BKW, C, MATX, PG

    Pershing Square Capital Management is an activist hedge fund founded and managed by Bill Ackman. The firm employs a fundamental analysis approach to investing. Ackman invests in equity and fixed income markets, as well as derivative instruments. The hedge fund maintains an outstanding record of 24% in average annualized returns since its establishment in 2004. Mr. Ackman is known for having grown his funds from $6.7 billion to $10 more »

  • Billionaire Bill Ackman’s Latest Stock Picks

    By Meena Krishnamsetty - November 16, 2012 | Tickers: ALEX, BKW, GGP, MATX, PG

    Bill Ackman doesn’t do much turnover in Pershing Square’s portfolio: a small number of concentrated positions, with little change from quarter to quarter (see Pershing Square's stock picks over time). This is partly because of his long-term, special situations emphasis. The fund recently filed its 13F for the third quarter of 2012, disclosing many of its long equity positions as of the end of September. Here are more »

  • 3 Hidden Real Estate Value Plays for Strong Long-Term Gains

    By Meena Krishnamsetty - October 10, 2012 | Tickers: ALEX, ASEI, GY, GEOY

    Marcato Capital Management is a two-year old firm managing $750 million that focuses on value investments across various sectors. The firm’s sweet spot is $1 billion – $5 billion market cap companies. Last Monday Mick McGuire, founder of Marcato and former analyst for Bill Ackman and Pershing Square Capital, gave a presentation at the Value Investing Congress that focused on three hidden real estate value plays.

    Alexander & Baldwin (NYSE: ALEXmore »)

  • Finding Value Together or Apart

    By Elise Ralph - January 2, 2012 | Tickers: ALEX

    On cold winter days, sometimes it's nice to daydream about tropical paradises. Lately, I've been thinking back to mid-October 2008 when I was swimming and frolicking in the Hawaiian sun with my fiance. The economy was just beginning to unravel but while I was visiting during his port call, he, a commanding officer of a Seawolf-class fast attack submarine, had received official orders for us to go to more »