Hasn't sold a share.
May 13, 2013
Tepper's Appaloosa Management releases 13F:
David Tepper's Appaloosa Management released its 13F earlier and saw a slight increase in its value from $4.61billion to $4.71 billion .
(All units are in millions of shares)
Raised:
• Broadcom (NASDAQ: BRCM) from 3.42 to 3.62 • Celanese (NYSE: CE) from 0.65 to 1.05 • Ford (NYSE: F) from 11.1 to 11.7 • Fusion-io (NYSE: FIO) from 1.4 to 1.76 • General Motors (NYSE: GM) from 5.35 to 5.68 • Goodyear Tire & Rubber (NASDAQ: GT) from 14.3 to 15.2 • MetLife (NYSE: MET) from 3.38 to 4.60 • Microsoft (NASDAQ: MSFT) from 3.15 to 3.48 • Owens Corning (NYSE: OC) from 2.36 to 2.70 • QUALCOMM (NASDAQ: QCOM) from 2.77 to 2.98 • Sandisk (NASDAQ: SNDK) 0.97 to 1.22 • The Hartford Financial Services (NYSE: HIG) 4.9 to 5.3 • Transocean (NYSE: RIG) 1.5 to 2.5
Lowered:
• American International Group (NYSE: AIG) from 6 to 4.3 • Apple (NYSE: AAPL) from 0.91 to 0.54 • Calumet (NASDAQ: CLMT) from 0.72 to 0.67 • Chimera Investment (NYSE: CIM) from 9 to 4.5 • Citigroup (NYSE: C) 9.2 to 8.5 • Dean Foods (NYSE: DF) 1.72 to 1.53 • Delta Air Lines (NYSE: DAL) 10.3 to 9.8 • EMC Corp (NYSE: EMC) 4.138 to 4.038 • JPMorgan Chase (NYSE: JPM) 2.3 to 1.0 • Masco (NYSE: MAS) 4.08 to 3.50 • Mueller Water Products (NYSE: MWA) 7.55 to 7.4 • Sealed Air Corp (NYSE: SEE) 1.85 to 1.35 • SPDR S&P 500 ETF Trust CALL 0.19 to 0.01 • United Continental Holdings (NYSE: UAL) 9.1 to 8.5 • US Airways (NYSE: LCC) 12.07 to 10.70 • Valero (NYSE: VLO) 0.77 to 0.25 • Weatherford Intl (NYSE: WFT) 5.0 to 4.56
Maintained:
• Bank of America (NYSE: BAC) 2.4 • Beazer Homes USA (NYSE: BZH) 1.27 • Berry Plastics Group (NYSE: BERY) 1.3 • Boyd Gaming Corp (NYSE: BYD) 1.87 • CF Industries Holdings (NYSE: CF) 0.048 • Delphi Automotive (NYSE: DLPH) 0.88 • General Motors (NYSE: GM) warrants expiring 7/10/2016 .175 • General Motors (NYSE: GM) warrants expiMring 7/10/2019 .175 • Google (NASDAQ: GOOG) .185 • HCA Holding
Listening live. CFO now speaking. Wait for replay to hear this for yourself.
PR Newswire (Tue 1:55AM EDT) ACT
Announcement Under Irish Takeover Rules Relevant Securities in Issue
Agreed. No comment by either company by tomorrow's close and I'm holding for an inevitable buyout.
Over 1500 June 7 calls bought today already with less than 90 contracts in open interest. Sit tight, she's popping another 30% by next month.
Veeeeeeery positive. Holding for tomorrow's spike.
client pre-release note looks VERY positive
Huge short positions of two well-known hedge funds (mentioning no names - except one rhymes with ice) have buy-stops @ $50 to close. It will trigger a major short squeeze, perhaps the one everyone here has been waiting for.
08:39 EDT WLT
theflyonthewall: Walter Energy Q1 preannouncement in-line, says Brean Capital
Brean Capital said Walter energy's preannouncement yesterday was in-line with their estimates and expects Q1 results to be in-line as well. However, the firm noted the company took a LCM charge in Q4 which has the effect of lowering cost of sales in future quarters and believes the improvement in cost of sales was likely due to this charge. Shares are Hold rated.
Aren't they having a conference with CIEN mgt today?
Barclay's just released a note cautioning investors of further near-term potential warnings in the networking space.
I'm assuming this space would likely include RVBD.
Highest trading volume since November 13, 2012.
On an upswing to boot. Nice!!!!!
weird, indeed
No matter, it looks like investors are spraying their call buying ACROSS the board, specifically 8, 9, and 10 contracts in May, July, and October 2013 in a big way.
Something is definitely up here - which makes it highly suspect given the lack of news or events to account for this action.
as early as tomorrow - client pre-release.
Good luck to everyone.
Yes!! Heard that too. Check back on the investor presentation page of Acadia for a replay (which the presentation announcer said will be made available shortly).
Nothing but paid shills of the company