AerCap Holdings NV

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  • uploads///CSTM
    Consumer

    Why JANA Partners opened new position at Constellium

    JANA Partners’ 13F filing disclosed a brand new position in aluminum product manufacturer Constellium N.V. (CSTM) that accounts for 1.83% of JANA’s 1Q 2014 portfolio.

    By Samantha Nielson
  • uploads///Atlas
    Basic Materials

    Why Atlas Air Worldwide’s transformation will boost its earnings

    Atlas Air Worldwide (AAWW) is an outsourced global provider of aircraft and aviation operating services for airlines, express delivery providers, freight forwarders, the United States military, and charter brokers.

    By Stilian Morrison
  • uploads///NAO fleet
    Fund Managers

    Omega Advisors adds to position in Nordic American Offshore

    Nordic American Offshore (NAO) is an international offshore supply vessel company that was incorporated in Bermuda. NAO was spun off from Nordic American Tanker (NAT) in November last year.

    By Samantha Nielson
  • uploads///QCOM
    Financials

    Omega Advisors exits position in Qualcomm

    Last month, Qualcomm announced 4Q14 and fiscal 2014 earnings that missed estimates. Its revenue for 4Q14 was $6.69 billion, missing analysts’ expectations by $330 million.

    By Samantha Nielson
  • Healthcare

    Eton Park opens new position in AerCap Holdings

    Eton Park started a new position in AerCap Holdings (AER) that accounts for 1.39% of the fund’s second quarter portfolio.

    By Samantha Nielson
  • uploads///MPEL
    Fund Managers

    Omega initiates position in Melco Crown Entertainment

    Melco Crown Entertainment is a venture between Australian billionaire James Packer and Lawrence Ho. Melco owns and develops casino gaming and entertainment resort facilities in Macau.

    By Samantha Nielson
  • uploads///SWY
    Consumer

    Why JANA Partners sold Safeway stake amid merger

    JANA Partners’ 13F filing said the fund sold its position in Safeway Inc. (SWY) that accounted for 3.98% of JANA’s 4Q 2013 portfolio.

    By Samantha Nielson
  • uploads///Atlas
    Industrials

    Airfreight business overview: A guide to companies like Atlas Air

    It is no secret that there has been a long-standing secular shift to other modes of freight transport (airfreight is 1% to 2% of global volume), but conversely, there has been a critical value shift.

    By Stilian Morrison
  • uploads///Junk Bond Yields in
    Company & Industry Overviews

    Junk Bond Issuance Was Dominated by First Data Corporation

    E-commerce and payment solutions provider First Data Corporation (FDC) issued junk bonds worth $3.4 billion on October 29. This was the largest issue of October.

    By David Ashworth
  • uploads///BSX
    Financials

    Omega Advisors eliminates position in Boston Scientific

    Boston Scientific Corporation is a worldwide developer, manufacturer, and marketer of medical devices that are used in a broad range of interventional medical specialties

    By Samantha Nielson
  • uploads///CIM
    Financials

    Omega Advisors lowers position in Chimera Investment

    Chimera Investment invests in residential mortgage loans, residential mortgage-backed securities, real estate-related securities and various other asset classes. Chimera declared a fourth-quarter 2014 cash dividend of $0.09 per common share.

    By Samantha Nielson
  • uploads///HUN
    Basic Materials

    Why JANA Partners sold stake in Huntsman

    JANA Partners’ 13F filing said the fund sold its position in Huntsman (HUN) that accounted for 3.27% of JANA’s 4Q 2013 portfolio.

    By Samantha Nielson
  • Consumer

    Refinancing deals continue to top the high yield bond scoreboard

    Refinancing deals allow issuers or corporations to raise additional funds to meet maturing debt obligations or to replace existing high-cost debt with a new low-cost debt.

    By Sandra Nathanson
  • uploads///financial _
    Fund Managers

    David Einhorn Makes a Comeback in 2019

    Greenlight Capital has risen 19.0% this year.

    By Anuradha Garg
  • Capital Gains Tax
    Basic Materials

    What Drove Einhorn’s Greenlight Capital’s Gains in Q2?

    In contrast to last year, Greenlight Capital’s performance this year has been improving. In 2018, GLRE fell 34%, vastly underperforming the markets.

    By Anuradha Garg
  • uploads///dollar _
    Consumer

    Ups and Downs for Einhorn’s Greenlight Capital in Q1

    While last year wasn’t good for hedge funds in general, it turned out to be the worst on record for David Einhorn’s Greenlight Capital (GLRE).

    By Anuradha Garg
  • uploads///
    Fund Managers

    Behind Einhorn’s Top Sells in 1Q17

    As of March 31, 2017, the top selling in billionaire investor David Einhorn’s portfolio included Apple, Time Warner, Rite Aid, and AerCap Holdings.

    By Sarah Sands
  • uploads///US High Yield Bond Fund Flows
    Company & Industry Overviews

    High Yield Bond Funds Saw Inflows—What of Yields and Spreads?

    According to Lipper, net inflows from high yield bond funds totaled $1.1 billion in the week ended May 18, 2016.

    By Lynn Noah
  • uploads///Junk Bond Yields in  and
    Company & Industry Overviews

    Who Issued the Most Junk Bonds in the Week Ended May 20?

    Issuance in the high yield primary market gained traction due to an improved market environment. Junk bond issuance rose last week.

    By Lynn Noah
  • uploads///US High Yield Bond Market Issuance
    Company & Industry Overviews

    What Helped High Yield Bond Issuance Gain Traction Last Week?

    Dollar-denominated high yield debt amounting to $8.2 billion was issued in the week ended May 20, 2016. This was the fourth-largest issuance year-to-date.

    By Lynn Noah
  • uploads///Non Investment Grade Bonds Yields Spreads in
    Company & Industry Overviews

    What Are the Concerns regarding Junk Bonds?

    Junk bonds have been in the news due to concerns about defaults. They have an iffy repayment ability even if they’re at the higher end of the rating scale.

    By David Ashworth
  • uploads///US High Yield Bond Fund Flows
    Company & Industry Overviews

    October Saw Generous Inflows for High-Yield Bond Funds

    According to Lipper, net inflows for high-yield bond funds totaled $7.6 billion through October 28, compared to outflows totaling $1.9 billion in September.

    By David Ashworth
  • uploads///QEP
    Fund Managers

    Omega Advisors ups position in QEP Resources

    QEP Resources is an independent natural gas and crude oil exploration and production company. The company’s latest 3Q results beat estimates.

    By Samantha Nielson
  • uploads///AER
    Fund Managers

    Omega Advisors opens new position in AerCap Holdings

    AerCap said its 3Q14 net income grew to $340.9 million from $83.6 million in the same period of 2013. The increase in profit and earnings was “driven primarily by the ILFC transaction.”

    By Samantha Nielson
  • uploads///EQIX
    Healthcare

    Eric Mindich’s Eton Park exits position in Equinix

    Eton Park exited a position in Equinix (EQIX) that accounted for 3.46% of the fund’s first quarter portfolio.

    By Samantha Nielson
  • uploads///AWI
    Healthcare

    Eton Park starts new position in Armstrong World Industries

    Eton Park started a new position in Armstrong World Industries that accounts for 2.09% of the fund’s second quarter portfolio.

    By Samantha Nielson
  • uploads///AER
    Industrials

    Why Greenlight Capital starts new position in AerCap Holdings

    Greenlight disclosed a new position in AerCap Holdings NV (AER). It accounts for 1.42% of the fund’s 2Q14 portfolio. Netherlands-based AerCap is an integrated global aviation company. It has a leading market position in aircraft leasing.

    By Samantha Nielson
  • Industrials

    Why Atlas Air’s freight business will support recovery in 2H2014

    Atlas is not a straightforward recovery story, and it will likely require some patience this year, but the underlying sector and company themes suggest the worst may be behind management.

    By Stilian Morrison
  • Industrials

    Must-know: A guide to Atlas Air’s valuation and public comps

    The company’s operating results during the fourth quarter were supported by the investments made to strengthen and diversify its business mix, including its 747-8 freighters in ACMI.

    By Stilian Morrison
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