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Citigroup's Terence Whalen picks up coverage of semi equipment stocks and raises KLA Tencor ([[KLAC]] +1.2%) and Novellus ([[NVLS]] +3.1%) to Buy from Neutral, while cutting FormFactor ([[FORM]] -2.6%) to Neutral. Investors “have yet to correctly quantify escalating capital intensity” in the chip manufacturing business, he asserts, expecting wafer fab equipment spending will near $36B in three years.
Posted by expathos (#1) 118 days ago (http://seekingalpha.com)
Citigroup's Terence Whalen picks up coverage of semi equipment stocks
Private equity firm TPG Capital is eyeing a deal to scoop up American Airlines ([[AAMRQ.PK]] -1.5%), and is reaching out to International Consolidated Airlines Group SA, the holding company of British Airways and Spain's Iberia Airlines, as potential partners in a bid.
Posted by expathos (#1) 118 days ago (http://seekingalpha.com)
Private equity firm TPG Capital is eyeing a deal to scoop up American
Discovery Capital Management
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds at Discovery Capital Management were valu
Steve Mandel - Lone Pine Capital
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds managed by Steve Mandel at Lone Pine Capi
Eric Mindich - Eton Park Capital
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds at Eton Park Capital Management, run by E
Lee Ainslie - Maverick Capital
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds managed by Lee Ainslie at Maverick Capita
Larry Robbins - Glenview Capital Management
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds at Glenview Capital Management, run by La
Adage Capital
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, funds at Adage Capital Partners were valued at $55.6
John Griffin - Blue Ridge Capital
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds at Blue Ridge Capital, run by John Griffi
Farallon Capital Management
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
During the quarter ended Sept. 30, 2011, funds at Farallon Capital Ma
Steven Cohen - SAC Capital
Posted by expathos (#1) 138 days ago (http://www.stockpickr.com)
As of Sept. 30, 2011, funds at SAC Capital, run by Steven Cohen, were
Blue Jay Capital Group
Posted by expathos (#1) 195 days ago (http://www.stockpickr.com)
This portfolio is developed to own stocks that have solid growth, yet
Private Capital Management
Posted by expathos (#1) 565 days ago (http://www.stockpickr.com)
As of June 30, 2010, funds at Private Capital were valued at $1.44 bi
Castle Point Capital Management
Posted by expathos (#1) 565 days ago (http://www.stockpickr.com)
Here are some of Castle Point Capital's largest holdings as of June 3
Todd Combs - Castle Point Capital Management
Posted by expathos (#1) 565 days ago (http://www.stockpickr.com)
Here are some of Castle Point Capital's largest holdings as of June 3
The Credit Recovery at Taylor Capital Continues
Posted by expathos (#1) 629 days ago (http://seekingalpha.com)
Tom Brown submits: Back in February, we wrote glowingly here about Ch
Driehaus Capital
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of March 31, 2010, funds managed at Driehaus Capital Management we
Bruce Berkowitz - Fairholme Capital Management
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of June 30, 2010, funds run by Bruce Berkowitz at Fairholme Capita
Bill Miller - Legg Mason Capital Management
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
Bill Miller is the hairman and chief investment officer of Legg Mason
Highbridge Capital Management
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of June 30, 2010, funds managed at Highbridge Capital Management w
Clarium Capital
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of June 30, 2010, funds run at Clarium Capital Management were val
TPG-Axon Capital
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of June 30, 2010, funds run at TGP-Axon Capital Management were va
Glenview Capital Management
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of June 30, 2010, here are some of Glenview Capital Management's t
Artis Capital
Posted by expathos (#1) 629 days ago (http://www.stockpickr.com)
As of June 30, 2010, here are some of the top holdings of Artis Capit
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