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Company Overview and News
The largest three 13F positions are Restaurant Brands International, Chipotle Mexican Grill, and Lowes Companies and together they account for ~56% of the portfolio.
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The Howard Hughes Corporation (NYSE:HHC) Q2 2018 Earnings Conference Call August 7, 2018 10:00 AM ET
In this photo, taken April 1981, then Sen. Paul Laxalt (Republica-Nevada), appears on ABC’s “Good Morning America” television show in Washington. Laxalt, the conservative Republican who rose to political power as a Nevada governor, US senator and close ally to Ronald Reagan has died at age 96. (File photo from AP)
Howard Hughes (HHC - Free Report) just came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of $0.60. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.
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Tesla never ceases to astound with its hype and promises and with its results that are just mindboggling, including today when it reported its Q2 “earnings” – meaning a net loss of $718 million, its largest net loss ever in its loss-drenched history spanning over a decade. It was more than double its record loss a year ago:
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Company is implementing a strategic and accelerated transition of converting non-income producing legacy assets with large embedded profits back into their core businesses.
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The futures traded lower Monday morning as investors focused on the start of the third quarter. With earnings season ready to start in earnest next week, and the holiday-shortened week in place with the 4th of July celebration on Wednesday, it could be a very slow volume week for the indexes as trading is expected to be muted.
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The hedge fund underperformed the market in Q1 as revealed in its recent 13F filing with the SEC. I take a closer look at Pershing Square’s $4.8 billion portfolio and current stock holdings below.
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The Texas Aviation Hall of Fame is accepting nominations for 2019 inductees through July 11 for those who made significant contributions to the aeronautics field while living in the state in civilian or military capacities. Nominees will be assessed by an 11-member advisory committee composed of industry experts. Established in 1995, the hall includes 76 inductees, among them entrepreneur Howard Hughes; the Tuskegee Airmen; the Women Airforce Service Pilots; Apollo astronaut and General .
The 2018 London Value Investor Conference recently concluded and we've got notes from each speaker's presentation. Click the links below to go each speaker's pitch. London Value Investor Conference 2018 Notes - Dawid Krige (Cederberg Capital): Long Kweichow Moutai (SHA):600519) & Dong-E-E-Jiao (SHE:000423) - Nigel Waller & Andrew Goodwin (Oldfield Partners): Long Kansai Electric (TYO:9503) & E.ON (ETR:EOAN) - Ben Preston (Orbis): Long Peabody Energy (NYSE:BTU) - Nick Kirrage (Schroders): Long Standard Chartered (LON: STAN) - Mark Asquith (Somerset Capital): Long Pacific Textiles (HKG:1382), Sunny Friend (TPE:8341), Cia Hering (BVMF:HGTX3) - Alex Wright (Fidelity Special Situations): Long Pearson (LON:PSON), Bunzl (LON:BNZL) - Stephen Mitchel & Bryan Pilsworth (Foyston, Gordon & Payne): Long Transcontinental (TSE:TCL) & Walgreens Boots Alliance (NASDAQ:WBA) - Adrian Warner (Avenir Capital): Long HCA Healthcare (NYSE:HCA) - Stephen Anness (Invesco Perpetual): Long National Oilwell Varco (NYSE:NOV) - Alvaro Guzman & Fernando Bernad (Az-Valor Asset Management): Long Buenaventura (NYSE:BVN) - Jonathan Boyar (Boyar Value Group): Long Axalta Coating Systems (AXTA), Acushnet Holdings (GOLF), Madison Square Garden Networks (MSGN), Franklin Resources (BEN), Howard Hughes (HHC) - Mark Pearson (Arcus Investment): Long Asanuma Corp (TYO:1852)
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2018-08-13 - Asif
Core Business At Ballard, Ballard Power Systems is building a clean energy growth company. Ballard Power Systems is recognized as a world leader in proton exchange membrane (“PEM”) fuel cell power system development and commercialization. The company's principal business is the design, development, manufacture, sale and service of PEM fuel cell products for a variety of applications, focusing on its power product markets of Heavy-Duty Motive (consisting of bus, truck, rail and marine applications), Portable Power, Material Handling and Backup Power, as well as the delivery of Technology Solutions, including engineering services, technology transfer, and the license and sale of its extensive intellectual property portfolio and fundamental knowledge for a variety of fuel cell applications. A fuel cell is an environmentally clean electrochemical device that combines hydrogen fuel with oxygen (from the air) to produce electricity. The hydrogen fuel can be obtained from natural g...
2018-08-13 - Asif
Overview Marathon Patent Group was incorporated in the State of Nevada on February 23, 2010 under the name Verve Ventures, Inc. On December 7, 2011, the company changed its name to American Strategic Minerals Corporation and were engaged in exploration and potential development of uranium and vanadium minerals business. In June 2012, the company discontinued its minerals business and began to invest in real estate properties in Southern California. In October 2012, the company discontinued its real estate business when its former CEO joined the firm and the company commenced its IP licensing operations, at which time the Company’s name was changed to Marathon Patent Group, Inc. On November 1, 2017, the company entered into a merger agreement with Global Bit Ventures, Inc. (“GBV”), which is focused on mining digital assets. Marathon Patent Group has since purchased its cryptocurrency mining machines and established a data center in Canada to mine digital assets. Following the me...
2018-08-13 - Asif
Business and Organization Endocyte, Inc. is a biopharmaceutical company and leader in developing targeted therapies for the treatment of cancer. The Company uses drug conjugation technology to create novel therapeutics and companion imaging agents for personalized targeted therapies. The agents actively target receptors that are over-expressed on diseased cells relative to healthy cells, such as prostate specific membrane antigen (“PSMA”) in prostate cancer. This targeted approach is designed to safely enable the delivery of highly potent drug payloads. The companion imaging agents are designed to identify patients whose disease over-expresses the target of the therapy and who are therefore more likely to benefit from treatment. In September 2017, the Company entered into a Development and License Agreement (the “License Agreement”) with ABX advanced biochemical compounds – Biomedizinische Forschungsreagenzien GmbH (“ABX”), pursuant to which the Company acquired exclusive ...
as of ET