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Top Headlines

Breakout Alert: Amazon.com, Inc. Stock Could Surge Over $1,500

5h investorplace
Amazon.com, Inc. (NASDAQ:AMZN) stock hasn’t wasted any time recovering from its losses earlier this month. When the broader market got caught up in a rapid 10% correction, Amazon stock held up remarkably well. (303-1)
AAPL AMZN GOOG GOOGL MSFT SHLD SHLDW WMT

How Far Could United Technologies Fall?

1h seekingalpha
My research has mostly focused on finding the best way to profit from cyclical stocks near the bottom of the economic cycle. (182-0)
BA BWA CAT CBI CMI COL DE GD MMM NOC UTX VPU

Vote Against The Rite Aid/Albertsons Merger

1h seekingalpha
Grocer Albertsons signed an agreement to buy all Rite Aid (RAD) stores not bought by Walgreens (WBA). The deal is unusual, to say the least. Rite-Aid shareholders will effectively get $2.50 a share, which is a far below amount Walgreens paid for the 1,932 stores it bought. Shareholders should demand more than the low-ball offer. (169-0)
BRK.A RAD

3 Streaming Video Stocks to Buy That Are Not Named Netflix

5h investorplace
This trend started in 2012, shortly after Netflix, Inc. (NASDAQ:NFLX) split its streaming business from its DVD business and pioneered a new era of direct streaming television. In 2012, traditional TV subscriptions in the U.S. peaked at 97.6 million. Ever since then, cord cutting has taken over, and its accelerated with impressive pace. (69-1)
DIS FB GOOG GOOGL NFLX

CORRECTED: Apple moves to store iCloud keys in China, raising human rights fears

6h in.reuters
(Corrects paragraph 7 to read “contractual arrangement” instead of “joint venture”; corrects paragraph 21 to show that Apple does not require an iCloud account to set up an iPhone) (156-1)
AAPL

Chesapeake Energy - Situation Looks Reasonable (Coming From A Former Short)

18m seekingalpha
Chesapeake posted a large profit in Q4, but these profits are inflated by reversal of accounts and the depreciated asset base in the past. (75-0)
CHK CHK.WI CHKDG CHKDH CHKDJ CHKDP CHKVP CHKVZ CHKWZ CKRGZ

Life Science Companies are Litigation Targets for Unhappy Investors

10h biospace
Life science companies are popular targets for securities fraud litigation. That’s the gist of a new report released by the law firm Dechert LLP. (38-3)
CSII OCUL PODD

Bezos, Buffett and Dimon move to target the healthcare 'tapeworm'

9h theage.com.au
It's no secret Jeff Bezos has been looking to crack healthcare. But no one expected him to pull in Warren Buffett and Jamie Dimon too. (127-2)
ANTM ANTX ATHTF BRK.A CI CVS IBM NVS UNH

Acacia Communications' (ACIA) CEO Murugesan Shanmugaraj on Q4 2017 Results - Earnings Call Transcript

6h seekingalpha
Greetings and welcome to the Acacia Communications Fourth Quarter and Full Year 2017 Financial Results Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] As a reminder, this conference is being recorded. (34-1)
ACIA DB MS

RPT-Olympics-The first 5G Olympics? Not quite, say bemused spectators

9h reuters
PYEONGCHANG, South Korea Feb 24 (Reuters) - The Pyeongchang Winter Games was supposed to be the coming-out party for 5G, the next generation of wireless technology -- but few people noticed. And some of those who did were unimpressed. (198-1)
AAPL BC94 INTC KT QCOM SMSD SMSN

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Top Institutional Investors

FirmManager(s)Size (USD)
Vanguard Group Inc 2,286,847,178,000
BlackRock Inc. 2,101,760,765,000
FMR LLC / Fidelity 853,061,720,000
BlackRock Fund Advisors 542,337,368,000
Capital World Investors 461,254,545,000
Capital Research Global Investors 340,756,867,000
Berkshire Hathaway IncWarren Buffett 191,242,697,000
Renaissance Technologies LLCJames Simons 90,704,979,000
Third Point LLCDan Loeb 13,855,091,000
Tiger Global Management LlcChase Coleman, Feroz Dewan 12,662,676,000
Baker Brothers Advisors LPJulian and Felix Baker 11,537,077,000
Melvin Capital Management LPGabriel Plotkin 10,545,345,000
Baupost Group LLC/MASeth Klarman 10,114,260,000
ValueAct Holdings, L.P.Jeff Ubben 9,883,194,000
Gotham Asset Management, LLCJoel Greenblatt 6,886,214,000
Pershing Square Capital Management, L.P.Bill Ackman 5,872,732,000
GreenLight Capital IncDavid Einhorn 5,502,997,000
Starboard Value LPJeffrey Smith 4,088,854,000
Hitchwood Capital Management LPJames Warby Crichton 2,666,233,000
Duquesne Family Office LLCStanley Druckenmiller 1,983,817,000
Sabby Management, LLCHal David Mintz 1,098,052,000
Pine River Capital Management L.P.Brian Taylor and James Clark 236,883,000
Bodenholm Capital AB 206,108,000
Scion Asset Management, LLCDr. Michael Burry 35,387,000

Latest Activist 13D and 13G Filings

DateFormTargetInvestorSharesOwnership
2018‑02‑23 SC 13D VCAN / Vican Resources Jenkins Ian Geran 7,500,000 21.21
2018‑02‑23 SC 13D CTRV / Contravir Pharmaceuticals CERRONE GABRIEL 5,463,579 7.0
2018‑02‑23 SC 13D AVIR / Aviragen Therapeutics Care Capital III LLC 2,799,424 39.4
2018‑02‑23 SC 13D MSG / Madison Square Garden Silver Lake Group, L.L.C. 930,596
2018‑02‑23 SC 13D VCAN / Vican Resources Dean Christopher Wayne 7,500,000 21.21
2018‑02‑23 SC 13D VCAN / Vican Resources Mongeon Gregory John 7,500,000 21.21
2018‑02‑23 SC 13D BSTG / Biostage Liu Jinhui 368,318 12.9
2018‑02‑23 SC 13D LAYN / Layne Christensen Co. Granite Construction Inc 1,997,308 10.0
2018‑02‑23 SC 13D/A IAC / IAC DILLER BARRY 6,977,921 8.3
2018‑02‑23 SC 13D/A APPN / Appian Abdiel Qualified Master Fund LP 5,017,229 38.1
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Stock Screens

The fundamental task in investing is finding mispricings in price v. quality. There are a lot of cheap companies in the market, but most of them are cheap for very good reasons. The trick is finding companies that are cheap but actually healthy. In 2000, Joseph Piotroski wrote a paper in which he described a mathematical model that turned data from financial reports into a simple 9-point score that described a company’s health. He showed that this score, combined with a valuation metric (he used Book-To-Market), could be used successfully to produce excess returns in an investing strategy. This stock screener finds all companies with a score greater than six (which we call “healthy enough”). In his work, he suggested taking a list like this and buying the cheapest of that list. Note that many people believe, incorrectly, that buying companies with the best score is the proper approach, but they end up overpaying for quality. Remember, the goal is to find mispricings in price and quality, not overpay for high quality.  
Companies with Return on Invested Capital (ROIC) > 15%  
Finds all companies with an activist investor filing in the last year  
Finds companies where Price to Book Value < 1.0;  
Companies with negative enterprise value generally get this way because they have a lot of cash. (Cash is subtracted when calculating EV). There is some evidence that negative enterprise value companies outperform the market, so companies matching this screen might be undervalued.  
For investors desiring income over capital appreciation, companies that pay dividends regularly are a great way to generate a steady cash flow. As in any purchase, the goal is to get most value for your dollar, and with dividends, a key metric is dividend yield. The dividend yield is the annual dividend paid divided by the current share price. Higher yields are better. This stock screen finds all securities with a dividend yield greater than 4%.  
This stock screen finds microcap companies with positive annual revenue.  
This is Benjamin Graham's Net Net Working Capital Screen  
The Net Current Asset Value (NCAV) is a conservative valuation metric popularized by Benjamin Graham. To calculate it, simply subtract the total liabilities from a company’s current assets. To calculate NCAVPS (Net Current Asset Value Per Share), divide the NCAV by the number outstanding shares. This stock screener takes Ben Graham’s more conservative approach and uses ⅔ of the NCAV.