ValueAct Capital increases its position in Allison Transmission
ValueAct Capital upped its stake in Allison Transmission from 4,625,204 shares to 18,025,204 shares, last quarter.
Jeffrey Ubben’s ValueAct Capital buys a new stake in Symantec
ValueAct Capital initiated a new position in Symantec Corp. (SYMC) that accounts for 1.14% of the fund’s first quarter portfolio.
How REIT Classification Benefits Preferred Securities
S&P Dow Jones Indices and MSCI (MSCI) have decided to shift stock exchange-listed equity REITs and other listed real estate companies from the financial sector (XLF) to a new real estate sector.
ValueAct buys a stake in Expeditors International of Washington
ValueAct Capital initiated a new position in Expeditors International of Washington Inc. (EXPD) that accounts for 0.65% of the fund’s first quarter portfolio.
ValueAct raises its position in Allison Transmission Holdings
Allison Transmission posted a 19% increase in net sales in 3Q14, to $553 million. This increase was partially offset by previously confirmed reductions in US defense spending.
ValueAct gets seat on Armstrong World Industries’ board
While Armstrong’s 3Q14 results beat estimates, its consolidated net sales fell slightly compared to 3Q13, due to lower volumes in Europe and lower sales of resilient and wood flooring in the Americas.
China Investments: A New US Target in the Trade War?
Bloomberg reported today that Trump administration officials were discussing putting controls on China investments by US companies and funds.
FactSet Research Systems’ Performance in a Competitive Market
FactSet Research Systems has outperformed its competitors based on net profit margin, EPS, PE, and PB. It has outperformed its ETFs based on price movement, PE, and PB.
How FactSet Research Systems Performed in 4Q15
FactSet Research Systems (FDS) has a market cap of $6.74 billion. Its YTD performance is going up day by day. After the 4Q15 earnings report, FDS fell 1.96% to close at $162.67 per share.
Lone Pine Lowers Its Stake in McGraw-Hill Financial
McGraw-Hill Financial’s profits grew 22% to $264 million, and adjusted diluted earnings per share from continuing operations increased 23% to $0.95.
ValueAct lowers stake in Adobe Systems
Adobe announced the acquisition of privately-held Fotolia, a leading marketplace for stock content. A release said Fotolia will be integrated into Adobe Creative Cloud.
ValueAct Capital reduces its position in Micros Systems in 1Q14
ValueAct Capital trimmed its position in Micros Systems Inc. (MCRS) from 3.18% in 4Q 2013 to 0.91% last quarter. The 7.5% stake in Micros Systems was disclosed in March 2013.
Why ValueAct Capital Management increased its position in MSCI
ValueAct Capital slightly increased its stake in MSCI Inc. that accounts for 2.70% of the fund’s fourth quarter portfolio.