Hints and tips:
...At lunch as in business, Nelson Peltz makes his preferences known....
...UK business activity was better than expected in April, according to new S&P Global PMI data, expanding at the fastest rate since May....
...In the immortal words of Nelson Muntz: ha ha!...
...Once high-flying names, including Ark, Baillie Gifford and Chase Coleman’s Tiger Global, were left licking their wounds....
...The blue-chip S&P 500 index finished the day down 0.4 per cent after spending most of the day above par....
...The celebrity recently made viral videos lambasting JPMorgan Chase for its financing of fossil fuel companies....
...“J&J should be trying to take some ownership,” says Mr Nelson....
...The Saks-owner is already very leveraged up; it is rated deep in junk territory by both Moody’s and S&P Global....
...(FT) Turning the tide A year-long battle with activist investor Nelson Peltz has been a wake-up call from consumer-products giant Procter & Gamble....
...Nelson Peltz's Trian Partners won a board seat in 2014 and, according to S&P Capital IQ data, is BNY’s eighth biggest shareholder....
...Letter in response to this obituary: A Rockefeller did not make a showy entrance / From Leonard S Hyman, Sleepy Hollow, NY, US...
...“The US investor has proved very much to be the swing investor in Europe,” says Nick Nelson, head of European equity strategy at UBS....
...“Hedge fund activists have been awash with cash as investors continue to chase yield in a low interest rate environment....
...out on Friday will be the first since it emerged that Nelson Peltz’s Trian Fund Management had taken a stake of nearly 1 per cent....
...Morgan Chase.”...
...“Investor activism has a different quality in the US – think of Warren Buffett or Nelson Peltz,” says Prof Birkinshaw....
...JPMorgan Chase and JC Penney are both great American institutions that have deployed disastrous trading strategies – one in derivatives, the other in dresses....
...For one thing, about 60 per cent of S&P 500 chief executives could not be fired by their chairman because it would involve a weird act of self-dismissal....
...PepsiCo was boosted by news that activist investor Nelson Peltz has taken a $146m stake....
...When he moved into 10 Downing Street in 1940, he brought a cat called Nelson with him....
...constituent Serco, the support services group that last year provoked political controversy with demands – subsequently withdrawn – for “cash rebates” from some of its largest suppliers to deal with 2010’s...
...Out of 197 S&P500 companies that reported to date, 77% have beaten on EPS line, with average beat of 16%....
...My Paper Chase: True Stories of Vanished Times – An Autobiography By Harold Evans Little, Brown, £25 Amid the gloom surrounding the future of newspapers, Harold Evans’s memoir lifts the spirits....
...Even in dollar terms, the FTSE Eurofirst 300 has gained almost 7 per cent, beating the S&P 500’s rise of less than 5 per cent....
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