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الموضوع: Investing like billionaire Carl Icahn

  1. #1
    تاريخ التسجيل
    10-May-2005
    الدولة
    السعودية
    المشاركات
    3,773

    Lightbulb Investing like billionaire Carl Icahn



    Carl Icahn has the best long-run investing track record in history. Yes, better than Warren Buffett, and over a slightly longer period of time


    From 2000 to July of this year, Icahn returned a cumulative 1,622%. That compares to 235% for Buffett’s Berkshire Hathaway, and just 73% for the S&P 500. Icahn has returned 27% annualized over a 52-year period. That turns $10,000 into $2.5 billion. That’s a remarkable statement.


    How does he do it?

    This past August, he wrote a public letter on his style of investing.


    In his letter, Icahn points to a dysfunctional corporate America as the lifeblood of his strategy. He says, “true corporate democracy does not exist in America and as a result many unfit CEOs are not held accountable.” He credits his success to “adhering to the activism model which we have spent many years developing. What we essentially do is attempt to hold managements accountable through our rights as shareholders and seek to ensure the right people run the companies we invest in.”


    In short, there will always be the opportunity to step in and shake up management, remove bad CEO’s, replace them with good CEO’s, and unlock value in poorly performing companies. Until every company in America is optimally run and is maximizing shareholder value, Icahn will be in business, and so will the art of shareholder activism.

    Perhaps the biggest nugget in Icahn’s letter was his analysis on the power of the board seat. Over the past five years, if any investor would have bought an Icahn-owned stock the day that he (or his team) joined the board of the company, and sold it the day they left the board, according to Icahn's study that investor would have made a 27% annualized return. That means Icahn’s “board seat screen” would have turned $30,000 into just over $100,000. Moreover, these stocks were winners nearly 8 out of every 10 times, when this condition of a board seat was met.


    Through this analysis, Icahn is essentially telling us to follow him – to do what he does. With this in mind, here’s a look at five stocks where Carl Icahn has a 5% stake or more, and currently has a board seat.




    Hologic (HOLX) – According to Icahn’s Filings he owns almost $7 billion dollars worth, or 12% of Hologic. His team has two board seats on Hologic.

    Nuance (NUAN) – Icahn has two members of his team on Nuance’s board and he owns more than 19% of Nuance stock.

    Transocean Ltd. (RIG) – Icahn has had a member of his team on Transocean’s board since 2013 and he owns almost 6% of this stock.


    Navistar (NAV) – Icahn’s team has been on the board of Navistar since 2012 and Icahn owns 17.6% of Navistar’s stock.

    Hertz (HTZ) – Icahn owns almost 9% of Hertz, and last month he just received three board seats from the company.

    Herbalife Ltd. (HLF) – Icahn owns a whopping 18.5% of Herbalife and he has had three seats on Herbalife’s board since April of 2013.


    https://finance.yahoo.com/news/six-s...185600558.html

    رد مع اقتباس رد مع اقتباس

  2. #2
    تاريخ التسجيل
    10-May-2005
    الدولة
    السعودية
    المشاركات
    3,773
    كارل ايكان يقول أن ابل سعره المستحق 200 دولار!!!


    ويقول ان سعره المستحق نازل ب 50% ويجب أن يرتفع 100% كي يصل لسعره العادل ؟؟!!!

    Carl Icahn thinks Apple Inc. (AAPL) is worth twice its current market value, and is pressing his good pal Tim Cook to buy back shares even more aggressively to seize on this “undervaluation” and help the stock reach his lofty target.
    In a long letter to the Apple CEO published on Icahn’s Yahoo Finance Contributors Network Tumblr page, the often coarse but sometimes cuddly activist investor lays out an audaciously optimistic outlook for Apple’s new-product sales and profit growth far brighter than Wall Street’s current expectations. And he’s urging Cook to accelerate the already-rapid buyback pace to use excess cash for the benefit of long-term shareholders. Some choice excerpts:

    Icahn writes: “Given the persistently excessive liquidity of $133 billion net cash on Apple’s balance sheet, we ask you to present to the rest of the Board our request for the company to make a tender offer, which would meaningfully accelerate and increase the magnitude of share repurchases.

    “We thank you for being receptive to us the last time we requested an increase in share repurchases, and we thank you in advance now for any influence you may choose to have communicating to the rest of the Board the degree to which a tender offer would have a positive impact on an EPS basis for all shareholders,” he politely suggests.
    https://finance.yahoo.com/news/icahn...115119391.html
    رد مع اقتباس رد مع اقتباس

  3. #3
    تاريخ التسجيل
    10-May-2005
    الدولة
    السعودية
    المشاركات
    3,773
    arl Icahn bought Apple (AAPL) shares last year and hit a home run, with the stock up over 50% since. But his call for the shares to double from the current price of $101.90 relies, in part, on optimistic assumptions, guesses and a couple of tax accounting strategies the company is unlikely to heed.
    Will Apple be able to sell 20 million smartwatches next year? Turn around lagging iPad sales while increasing the average selling price? Come out with a television set retailing for $1,500 to generate over $50 billion in sales over the next three years? Or shave its tax rate by one-quarter?
    Maybe – but maybe not.
    “We continue to think that the market misunderstands and dramatically undervalues Apple,” Icahnwrote in a letter to Apple CEO Tim Cook, which he also released publicly on Thursday. “At today’s price, Apple is one of the best investments we have ever seen from a risk reward perspective, and the size of our position is a testament to this,” he added.

    https://finance.yahoo.com/news/icahn...150506714.html

    ومن ضمن كلامه أن الشركة أن لديها كاش عالي وممكن تعمل payback share للسهم وهذا عامل آخر بأن السهم مقيم بأقل من سعره

    وعند abonser الخبر اليقين من سوالف هالملياردير التويتري
    رد مع اقتباس رد مع اقتباس

  4. #4
    تاريخ التسجيل
    21-Apr-2014
    الدولة
    الرياض
    المشاركات
    127
    الا يعتبر تحريض على الشراء ((تغرير))

    وكم مدة السجن المستحقة له كاعقوبة لو حوسب

    نحول المايك الى ابو ناصر :d
    رد مع اقتباس رد مع اقتباس

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