Icahn Enterprises L.P.

  • Strong Consumer Goods Companies for Your Portfolio

    By Usman Ghani - August 17, 2013 | Tickers: HAR, IEP, OSK

    The consumer goods sector has been one of the least volatile sectors in 2013. This sector, contrary to popular belief, is not just made up of defensive stocks that represent laid back companies. Many companies in this sector have seen attractive upswings in their prices in recent months. Among these companies, I was particularly interested in exploring Harman International Industries (NYSE: HAR), Icahn Enterprises (NASDAQ: IEP) and Oshkosh Corporation (NYSE: OSKmore »)

  • Why Apple Needs to Keep Carl Icahn at Bay

    By Mark Hibben - August 16, 2013 | Tickers: AAPL, GOOG, IEP, MSFT

    Carl Icahn has launched a new crusade to relieve Apple (NASDAQ: AAPL) of some of its excess, and unused, cash. After tweeting that he had taken a "large" position in Apple, Apple's stock price jumped above $500 the following day. Should Apple investors be happy? That depends on your investment time frame. In the short term, Icahn's interest in Apple pumps up the stock price, but in the more »

  • Apple Buyback

    By Mark Morelli - August 16, 2013 | Tickers: AAPL, IEP, WMT

    Talk about a reversal of fortune. Over the course of six months (Sept. 2012 to April 2013) the price of Apple (NASDAQ: AAPL) stock had fallen from $705 to $385 a share. Since then it has changed course and risen to about $500.

    I believe that occurred for two main reasons:

    1. The company is returning more value to shareholders through buybacks and dividends.

    2. The market is anticipating the more »

  • Is This Bidding War About to End?

    By Mike Thiessen - August 12, 2013 | Tickers: DELL, HPQ, IEP

    After months of conflicting reports and vitriolic wrangling, there may finally be a resolution to the blockbuster bidding war over Round Rock, Texas-based Dell (NASDAQ: DELL). According to a recent announcement, Dell's legendary founder has raised his offer for the struggling company by adding a special dividend to the mix. 

    Although the deal's offer price had already been bumped up to $13.75 per share, the inclusion of more »

  • Can Michael Dell Win Against Carl Icahn?

    By Alexander Cho - August 3, 2013 | Tickers: DELL, IEP, MSFT

    You can tell that things are getting serious if Carl Icahn is suing Michael Dell. Who’d have thought the two would transition their battle from the board room to the court room. Michael Dell wants to move the date for when a vote by a shareholder is counted to Feb. 5, 2013. This is the cut-off date for shareholder privileges to vote for or against the Michel Dell takeover more »

  • 3 Reasons to Consider Buying This Controversial Tech Stock

    By Sammy Pollack - July 30, 2013 | Tickers: DELL, HPQ, IEP

    Shares of Dell (NASDAQ: DELL) are currently caught up in the middle of a bitter showdown, with founder and CEO Michael Dell & Silver Lake on one side, and legendary investor Carl Icahn on the other. Despite the uncertain outlook, there are three reasons why you should consider buying Dell shares. 

    1. Bet on Carl Icahn  

    In my opinion, the most important factor in the Dell equation is Icahn's involvement more »

  • Poor Ideas From a Known Investor

    By Federico Zaldua - July 29, 2013 | Tickers: HLF, IEP, JCP

    Sometimes, truth takes some time to emerge. This is what Bill Ackman, the founder of Pershing Square Capital Management, says about two of his high conviction investment ideas that, so far, have gone sour. Ackman built a long position in J.C. Penney (NYSE: JCP), which is down by 17% Year-To-Date (YTD), and a huge short position in Herbalife (NYSE: HLF), which is up by 69% this year. Mr. Ackman more »

  • Two Bad Ideas From A Wonderful Equity Investor

    By Federico Zaldua - July 23, 2013 | Tickers: HLF, IEP, JCP

    As John Maynard Keynes used to say "in the long run we are all dead". That said, sometimes truth takes some time to emerge into the light of the public. This is what Bill Ackman, founder of Pershing Square Capital Management, says about two of his high conviction investments that, so far, have gone sour. He has built a huge long position into the discount retailer JC Penney (NYSE: JCPmore »)

  • What a Deadlock will mean for Dell Investors

    By Muhammad Bazil - July 23, 2013 | Tickers: DELL, HPQ, IEP

    Dell (NASDAQ: DELL) is the 3rd largest PC maker in terms of PC shipments and commands an 11.8% market share. This is according to a report released by Gartner Group in June 2013 that gave the estimated PC unit shipments by major PC makers. Dell is in the process of transforming itself from a technology manufacturer into a solution company. The chart below gives PC estimates for the more »

  • Dell Buyout at $13.65 Not Guaranteed

    By Alexander Cho - July 18, 2013 | Tickers: DELL, HPQ, IEP

    Carl Icahn seems to be at it again, but this time, the man seems to have more of a practical strategy. With the financing issue settled, the Dell (NASDAQ: DELL) board of directors found the special dividend proposal to be largely unappealing. So the Dell board is telling investors to vote in favor of Michael Dell’s proposal of taking the company private at $13.65.

    The details of the more »

  • Icahn's Big Stake Could Bode Well for Regular Investors

    By Mike Thiessen - June 13, 2013 | Tickers: APC, BP, CHK, IEP

    Although Chesapeake Energy (NYSE: CHK) has endured a rough two-year period that has seen its shares under-perform the broader market by a significant margin, the company is widely regarded as one of the mid-continent's stronger natural gas players. Its relative strength has certainly endeared it to activist investor Carl Icahn: The stock maven's Icahn Enterprises (NASDAQ: IEP) now owns about 10 percent of Chesapeake's total share float more »

  • These Under the Radar MLPs May Be Hidden Gems

    By Bob Ciura - June 7, 2013 | Tickers: IEP, STON, TNH

    Income-seeking investors have few suitable places to put their money these days. Sure, there are dividend stocks and bonds, but with markets rising, yields remain punishingly low. There’s been talk of Fed tapering off its long-held policy of historically low interest rates and aggressive bond buying, but interest rates won’t skyrocket overnight.

    All of this means that investors need to find new places to produce yield. One corner more »

  • What Will Come Out of the Battle for Dell?

    By Mike Thiessen - June 6, 2013 | Tickers: DELL, IEP, BX

    Since many seasoned market-watchers were skeptical about the plausibility of the original buyout proposal from the alliance between Silver Lake Capital and Michael Dell, it should come as no surprise that Carl Icahn and other parties have rallied to oppose the deal. However, the fluid situation in which big-name computer manufacturer Dell (NASDAQ: DELL) finds itself has surprised even the most hardened observers.

    In a recent development, Carl Icahn and more »

  • This Spin-off Has Proven Lucrative for Shareholders, Icahn Enterprises

    By Mike Thiessen - June 6, 2013 | Tickers: CVI, CVRR, IEP

    In mid-January this year, CVR Energy (NYSE: CVI) completed the spin-off of its refining subsidiary. Known as CVR Refining (NYSE: CVRR), the spun-off firm consisted primarily of CVR Energy's downstream refining and marketing assets. Although the spin-off was widely viewed as a success, only 16% of CVR Refining's shares exchanged hands during the process.

    CVR Energy retained the bulk of the company's float and recently closed a more »

  • The Full Run Down of Dell's Special One-Time Dividend

    By Alexander Cho - May 30, 2013 | Tickers: DELL, IEP, MSFT

    What's going on at Dell (NASDAQ: DELL)? Sometimes its really difficult to understand a merger & acquisition situation. The details are shrouded in all of this technical jargon that when combined makes it really difficult to understand.

    So, I took on the liberty of explaining Icahn Enterprises' (NASDAQ: IEP) deal versus Michael Dell’s in excruciating detail so investors can fully comprehend just what’s going on.

    Some background information more »

  • 2 Dividend Paying Must-Haves, 1 to Keep an Eye On

    By Ken McGaha - May 10, 2013 | Tickers: TEU, IEP, MAIN

    Most investors with whom I speak on a regular basis tend to think of investing for dividend income as something where they can place their money, collect regular dividends, and not worry about it. While that is true in many cases, economic cycles and business conditions must be actively monitored to avoid capital losses. I have found two excellent examples of the first scenario and one of the second that more »

  • Following Icahn's Activist Investments

    By Anh HOANG - May 9, 2013 | Tickers: DELL, IEP, RIG

    Recently, Icahn Enterprises (NASDAQ: IEP), a listed diversified holding company led by famous activist investor Carl Icahn, announced its impressive first-quarter earnings results. In April, Icahn Enterprises experienced a sweet gain of almost 38%, from $54.50 per share to more than $75 per share. Should we invest alongside Carl Icahn by investing in Icahn Enterprises at its current trading price?

    Icahn Enterprises’ investment philosophy

    Icahn Enterprises, founded in 1987 more »

  • Icahn Enterprises vs Berkshire Hathaway?

    By Mike Thiessen - May 7, 2013 | Tickers: BRK-B, DELL, IEP

    Investors are hearing a lot about Carl Icahn himself these days, but his company continues to fly under the radar. Despite boasting strong financials, a healthy dividend, a diversified asset portfolio and a strong fiscal outlook, Icahn Enterprises (NASDAQ: IEP) simply does not attract value investors' attention in the way that many other investment-focused conglomerates do.

    In fact, Icahn Enterprises is rarely mentioned in the same breath as a similar more »

  • Investing in Icahn’s Stock Picks Is the Best Way To Make a Profit!

    By Marivic Cabural - April 15, 2013 | Tickers: CVI, IEP, NFLX

    Billionaire Carl Icahn is best known for his activism within the investment industry. Just like Warren Buffett, Icahn’s opinions or investments decision are always in the news. Even rumors regarding his action on a particular stock could drive its price up or down. Is it rewarding to follow Icahn’s stock picks?

    According to Forbes, Icahn gained almost $2 billion from his stock investments. His performance is a clear more »

  • What's The Best Way To Get a Piece Of Icahn?

    By Jacob Wolinsky - April 15, 2013 | Tickers: IEP, NUAN, RIG

    Activist investors are a dime a dozen these days, yet some of them are redefining capital markets like no one else. Carl Icahn has an amazing knack for identifying undervalued companies and, unlike Warren Buffett, who sits comfortably after buying a stake, he makes it a point to ensure that the management takes note of his interest and delivers. Besides, he mostly manages to wriggle his way into favor. Nuance more »

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