Balyasny Asset Management Increases KBR Position

(via www.marketfolly.com)

Dmitry Balyasny's hedge fund Balyasny Asset Management has filed a 13G with the SEC regarding its position in KBR (KBR).  Per the filing, Balyasny now owns 5.57% of KBR with over 8 million shares.

They've increased their position size by over 6.97 million shares since the end of the second...

Lee Cooperman Adds To Caesars Entertainment Stake

(via www.marketfolly.com)

Lee Cooperman's hedge fund firm Omega Advisors has just filed a 13G with the SEC regarding their position in Caesars Entertainment (CZR).  Per the filing, Cooperman has revealed a 5.41% ownership stake in CZR with over 7.81 million shares.

He's boosted his stake by 824,967 since the end of...

What We're Reading ~ Analytical Links 12/17/14

(via www.marketfolly.com)

Good interview with Amazon's Jeff Bezos [BusinessInsider]

122 things everyone should know about investing and the economy [Morgan Housel]

On castles and moats [Sova Group]

Global market sentiment survey 2015 [CFA Institute]

How the rising dollar could trigger the next global financial crisis...

Berkshire Beyond Buffett: Insurance Notes

(via steventowns.com)

The post Berkshire Beyond Buffett: Insurance Notes appeared first on Active Investing.

Dividend Growth Stocks: Cardinal Health, Inc. (CAH) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers. Linked here is a detailed analysis and commentary...

Here's A Cutting Edge Networking Company In A Deep Value Screen

(via www.magicdiligence.com)

30%+ growth? Check. Solid financial health and excellent cash flows? Check. Founder-run management? Check. Selling cheaply enough to buy? See for yourself...

Ardsley Partners Ramps Up Independence Realty Trust Stake

(via www.marketfolly.com)

Phil Hempleman's investment firm Ardsley Partners has filed a 13G with the SEC regarding their position in Independence Realty Trust (IRT).  Per the filing, they now own 5.4% of the company with over 1.73 million shares.

They've increased their stake by over 1 million shares since the end of...

Balyasny Asset Management Discloses Oasis Petroleum Position

(via www.marketfolly.com)

Dmitry Balyasny's hedge fund firm Balyasny Asset Management has filed a 13G with the SEC regarding shares of Oasis Petroleum (OAS).   Per the filing, Balyasny now owns 5.24% of the company with over 5.31 million shares.

This is a newly disclosed equity stake for the firm, as they did not...

12 West Capital Boosts Advanced Drainage Systems Stake

(via www.marketfolly.com)

Joel Ramin's hedge fund firm 12 West Capital has filed a 13G with the SEC regarding its stake in Advanced Drainage Systems (WMS).  Per the filing, 12 West now owns 6.1% of the company with over 3.24 million shares.

They've increased their position size by over 1.73 million shares since the...

Dividend Growth Stocks: What's More Powerful Than Compound Interest?

(via www.dividend-growth-stocks.com)

Simple interest is where interest is calculated on the original principal amount and unpaid interest is not added to the principal for future calculations. Compound interest is what occurs when interest previously earned and is unpaid is added to the principle and is considered when calculating future interest - i.e. earning interest on interest.

The Goal

(via www.barelkarsan.com)

I don't re-read books very often, so when I do it's because I really appreciated it the first time. I recently re-read The Goal and loved it all over again.

Alex Rogo's manufacturing plant was...

8 Stocks Taking Their Dividends Up A Notch

(via seekingalpha.com)

Throughout history there have always been great companies that stand head-and-shoulders above their peers and the competition. They are loved by their shareholders, hated by the competition and known by all. Just as all great companies have something in common, great dividend companies also have something in common.

7 Cash Flow Ratios You Need to Know

(via www.oldschoolvalue.com)

Cash Flow Ratios are reliable indicators of liquidity than balance sheet or income statement ratios. Find out what 7 ratios you should know ...

This post was first published at old school value.

You can read the original blog post here 7 Cash Flow Ratios You Need to Know.

Lastly, Check Out...

Magic Formula Weekly Roundup 12/14/2014

(via www.magicdiligence.com)

Weekly roundup of stocks moving in and out of the Magic Formula Investing screens.