1:48 PM1 min read
Gabelli Fund Keeps Berkshire at 3.1% of Assets
The fund’s June portfolio showed a sizable Berkshire position, citing the conglomerate’s cash reserves, varied businesses and long-term record.
BRK-BGabelli
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77 stories in the last 24 hours
Updated 10:35 AM (Times shown in New York time (ET))
Stocks
Page 17 of 24 · 563 stories
Wednesday, September 2324 stories
- 1:47 PM2 min read
Gabelli Puts Rogers at 2.4% of Dividend Fund Portfolio
The fund points to Rogers’ Canadian telecom scale and a plan to unlock value from its expanding sports and media assets.
RCIMaple Leaf Sports & EntertainmentToronto Blue Jays
- 1:46 PM1 min read
ORIX Sale, Buyback Put Focus on Earnings Quality
Polaris highlighted ORIX’s bank sale and larger buyback, while investors weigh one-time gains against the company’s longer-term growth plans.
IX - 1:38 PM2 min read
Gabelli Fund Gives Sony 5.1% Portfolio Weight
The fund’s second-quarter letter points to Sony’s reach across gaming, music, film and image sensors as the case for holding the stock.
- 1:37 PM2 min read
Fastly Slides After Investor Day Despite 138% Year-to-Date Gain
The selloff followed ambitious 2029 targets, while recent growth and new AI security products offer investors reasons to keep watching.
- 1:25 PM2 min read
Bank of America Sets Wealth and International Growth Targets
Co-President Jim DeMare cited a resilient U.S. economy as the bank pursues wealth, overseas banking and AI-driven productivity.
BACMerrill - 1:22 PM1 min read
Starbucks Targets 9,000 Cafes in $1 Billion Turnaround Bet
The renovation push follows a sharp sales rebound, but Starbucks must convert busier stores into sustained profits.
- 1:11 PM2 min read
Ford Commits $1 Billion to Upgrade Its Kentucky Truck Plant
The paint-shop project backs a major U.S. factory as Washington questions Ford’s links to Chinese battery and auto companies.
- 12:52 PM2 min read
Polaris Keeps Alibaba as AI Growth Meets China Risks
The investor held Alibaba through June despite China weighing on returns, while new AI plans sharpen the opportunity and the spending risks.
BABA - 12:42 PM1 min read
McDonald’s Pledges $8.5 Billion for Restaurant Upgrades
The decade-long support plan backs franchisee renovations and technology, as McDonald’s seeks stronger sales and more efficient restaurant operations.
- 12:42 PM1 min read
Piper Sandler Cuts Cisco Target to $125 on Growth Concerns
The analyst kept a Neutral rating as Cisco shares fell 4.5%, despite strong recent results and a sizable AI-revenue forecast.
- 12:41 PM2 min read
McDonald’s Sets $8.5 Billion Plan as Burger King Gains Ground
The chain will back restaurant upgrades and pursue chicken growth after U.S. sales trailed Burger King’s sharply in the second quarter.
- 12:21 PM2 min read
Host’s Regular Dividend Looks Covered, but Hotel Cash Flow Is Cyclical
HST’s quarterly payout is modest beside its updated FFO outlook, but hotel upgrades and a one-off special dividend complicate the income picture.
- 12:20 PM2 min read
Sonic Adds Porsche Scale as Vehicle Margins Tighten
The Walnut Creek acquisition deepens Sonic’s luxury footprint, but falling per-vehicle profits and weaker adjusted earnings sharpen the execution test.
- 12:19 PM2 min read
Cohu CEO Sells $3.35 Million in Shares Under Trading Plan
Luis Muller sold 55,794 shares but retained a large stake as Cohu’s sales and AI-related outlook improved in its latest quarter.
- 12:01 PM2 min read
AppLovin Slides as Edgewater Sees MAX Growth Nearing a Ceiling
The analyst’s 8% to 9% fourth-quarter growth forecast raises questions about market-share gains, while Citi’s client data offer a counterpoint.
- 12:00 PM2 min read
Flywire’s Hotel Wins Put Growth Model to a Margin Test
New hotel deployments add payment volume and software reach, but Flywire still needs to turn rapid growth into healthier gross margins.
- 12:00 PM2 min read
Intel’s 37% Rally Raises the Bar for Its Turnaround
AI enthusiasm and stronger results have lifted Intel sharply, but investors still need proof that growth can translate into a healthier foundry business.
- 11:51 AM2 min read
Jana Escalates Six Flags Campaign With Push to Weigh a Sale
The activist is pressing for a banker-led review after a steep quarterly loss, as Six Flags tries to stabilize attendance and reset its park portfolio.
FUNJANA Partners - 11:50 AM2 min read
Protolabs’ Production Push Tests Its New Operations Chief
Record sales and wider margins give Protolabs momentum, but scaling from prototypes to production will test its operating model.
- 11:41 AM2 min read
Alphabet’s $600 Case Hinges on Cloud Growth and AI Returns
A bullish valuation model sees room for a sharp rerating, but Alphabet’s costly infrastructure build leaves little margin for execution slips.
- 11:40 AM2 min read
McDonald’s Has the Cleaner Path to Two More Decades of Dividend Growth
McDonald’s has stronger dividend coverage today, while Starbucks’ improving sales and cash flow give its recovery story a credible case.
- 11:39 AM2 min read
Sharon AI’s $8.8 Billion Backlog Faces a Revenue Test
SHAZ has signed multibillion-dollar AI infrastructure commitments, but quarterly sales remain small as the company races to deploy capacity.
- 11:29 AM2 min read
Sea Executive Sells 2,400 Shares Under Prearranged Trading Plan
Wang Yanjun’s sale totaled about $250,000, while a second filing disclosed another 2,400-share disposal days later.
SE