1. Articles from Orange Peel Investments

    1-6 of 6
    1. Macy's: Starboard's Trash Can Be Your Treasure

      Macy's: Starboard's Trash Can Be Your Treasure

      Activist Starboard Value exits their position in Macy's. The stock has fallen significantly over the last 2 years. But if you haven't been along for the ride, and if you haven't considered the thesis, "it's new to you". One man's trash is another's treasure. We still like Macy's. By Parke Shall Activist investor Starboard Value exited their position in Macy's (NYSE: M ) late last week...

      Read Full Article
      Mentions: stock options CEO
    2. Yahoo And Verizon: Either Way, It's Yahoo Shareholders That Lose

      Yahoo And Verizon: Either Way, It's Yahoo Shareholders That Lose

      Yahoo and Verizon continue to jockey for position with one another after the latest data breach revelations. Sell side analysts seem to think the deal will go through, but at a lower price. We're slightly more skeptical. No matter what the outcome, Yahoo shareholders remain the losers and this entire ordeal is a great reminder of why not to own Yahoo stock now, or going forward...

      Read Full Article
    3. Why We Wouldn't Invest In Chipotle Just Because Of Ackman's Confidentiality Agreement

      Why We Wouldn't Invest In Chipotle Just Because Of Ackman's Confidentiality Agreement

      Activist investor Ackman signs confidentiality agreement with CMG just days after it is reported that company has hired a law firm to fend him off. We think Ackman wants to swap out some Board Members and that he may not have any additional groundbreaking plans aside from a simple turnaround of the business. Ackman knows quick serve restaurants well, but valuation would still keep us away from CMG here ...

      Read Full Article
    4. Chipotle Has A Credibility Problem And Ackman Isn't Helping Right Now

      Chipotle Has A Credibility Problem And Ackman Isn't Helping Right Now

      CMG misses on almost every data point yesterday. Guidance is the only thing that has prevented a full out stock crash, we believe. We're not sure guidance should be trusted, we think management has lack of visibility into the business. By Parke Shall While Chipotle's (NYSE: CMG ) quarterly earnings came out and disappointed many investors, the company offered guidance that was relatively optimistic sounding...

      Read Full Article
    5. Mylan Now Likely An Acquisition Target With 100% Upside Possible

      Mylan Now Likely An Acquisition Target With 100% Upside Possible

      Mylan remains significantly undervalued. Post-DOJ settlement, the stock should be back near $50. Instead, it trades at $36 due to inefficient analysis of the company's situation by the market. We now believe long term 100% upside is possible given the company's reiteration of $6 EPS in 2018. By Parke Shall We honestly wouldn't be surprised if we saw somebody come in and make a bid for Mylan (NASDAQ: MYL ) at this stage in the game...

      Read Full Article
    1-6 of 6
  1. Categories

    1. BoardProspects Features:

      BoardBlogs, BoardKnowledge, BoardMoves, BoardNews, BoardProspects Announcements, BoardProspects CEO, CEO Blog, In the News, Partner Publications, Sponsored Content
  2. Topics in the News

    1. (11 articles) Board of Directors
    2. (4 articles) stock options
    3. (3 articles) Nasdaq
    4. (3 articles) NYSE
    5. (3 articles) Bank
    6. (2 articles) Management
    7. (2 articles) Investors
    8. (2 articles) Activist Investors
    9. (2 articles) Board of Directors
    10. (2 articles) Investors
    11. (2 articles) CEO
    12. (1 articles) Investment
    13. (1 articles) acquisition
    14. (1 articles) CEO
    15. (1 articles) Bob Harvilla
    16. (1 articles) Christopher Mottern
    17. (1 articles) BHP
    18. (1 articles) Investment
  3. Popular Articles

  4. Picture Gallery

    Does McDonald's Need An Activist? (MCD) Mylan Now Likely An Acquisition Target With 100% Upside Possible Chipotle Has A Credibility Problem And Ackman Isn't Helping Right Now Why We Wouldn't Invest In Chipotle Just Because Of Ackman's Confidentiality Agreement Yahoo And Verizon: Either Way, It's Yahoo Shareholders That Lose Macy's: Starboard's Trash Can Be Your Treasure William G. "Skipper" Holliman Appointed to BancorpSouth Board of Directors Dennis W. Zank Joins Iteris Board of Directors BeyondSpring Appoints Pharma Veterans Drs. Daniel Zabrowski and Ramon Mohanlal to Company’s Board of Directors Ledyard Names Judith Maloy to its Board of Directors Farmer Brothers Board of Directors Appoints New Chairman Core-Mark Appoints New Board Member