HEDGE FUND TEMPLATE .COM FOR PRIVATE PLACEMENT MEMORANDUM TEMPLATES

Are you ready for water inflation?

scgadmin — Fri, 18 May 2012 00:00:10 +0000

We haven’t learned any lessons from the ethanol debacle.

Exit Europe’s failing financials

scgadmin — Fri, 18 May 2012 00:00:08 +0000

Europe’s problems are well-documented, although there is some sentiment that disaster can be averted. However, the dangers are real enough that any exposure to small- and mid-sized European banks should be reconsidered.

IPO Report: Facebook launches biggest tech IPO on record

scgadmin — Fri, 18 May 2012 00:00:04 +0000

Social network giant pulls trigger on long-awaited IPO, pricing its shares at $38 in a $16 billion deal — the largest debut ever for a technology firm.

SLJ Marco’s Jen: 60% odds Greece to exit in 2 mos.

scgadmin — Thu, 17 May 2012 05:59:03 +0000

–Jen says call is driven by political stalemate in Greece –Greece exit would be major blow to global markets in short term –Euro to dip toward $1.20, but downside limited by Fed outlook –Sees stronger euro in longer run on a more exclusive currency bloc Greece’s exit from the euro zone is a question of when, not if, and the departure could come much earlier than investors think, said Stephen Jen, founding partner for London-based hedge fund SLJ Macro Partners.

J.P. Morgan loss to rise at least 50%: report

scgadmin — Thu, 17 May 2012 05:59:01 +0000

SYDNEY (MarketWatch) — Trading losses at J.P. Morgan & Chase Co. have surpassed the bank’s initial $2 billion estimate by at least $1 billion, according to report on the New York Times website Wednesday, citing people familiar with the matter. Last week, the bank’s Chief Executive Jamie Dimon revealed a surprise $2 billion trading loss. The New York Times report said losses have surged in recent days, as hedge funds and other investors capitalize on J.P. Morgan’s distress, fueling faster deterioration in the underlying credit-market positions held by the bank.

Third Point faces high stakes with Yahoo

scgadmin — Thu, 17 May 2012 05:58:59 +0000

Former Web powerhouse is the largest holding for the hedge fund, but questions remain about how it can turn Yahoo around now that it has de facto control of the board.

Bill Mann’s Canada: CP Rail proxy fight: Very nasty, not very Canadian

scgadmin — Thu, 17 May 2012 05:58:55 +0000

The monthslong Canadian Pacific Railway Ltd. proxy fight, which culminates Thursday at the railroad’s annual meeting in Calgary, is being called a corporate culture shift in Canada. It’s also been quite nasty, which isn’t very Canadian.

Canada’s hot stocks: Centerra, Ivanhoe, Inmet

scgadmin — Thu, 17 May 2012 00:16:35 +0000

Among the companies whose shares are making notable moves in Wednesday’s session are Pan American Silver Corp. (PAAS), Centerra Gold Inc. (CG.T), Ivanhoe Mines Ltd. (IVN) and Inmet Mining Corp. (IMN.T).

Go long hospitals, says Robbins at Ira Sohn confab

scgadmin — Thu, 17 May 2012 00:16:33 +0000

Larry Robbins of Glenview Capital likes hospital stocks such as Tenet Healthcare, even if the Obama Administration’s health-care bill is struck down.

Sohn Update: Witmer likes Gildan, Viacom

scgadmin — Thu, 17 May 2012 00:16:31 +0000

Value investor Meryl Witmer touts Gildan Activewear and Viacom.