Exchange-traded Funds Portfolio for March 2023

You can see our Exchange-traded Funds Portfolio for March 2023 here.

ETFs in brief

Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index. They hold a more or less fixed selection of securities that represent the holdings of that index or… Read More

Activist targets Disney

WALT DISNEY CO., $99.04, is a buy. The company (New York symbol DIS; TSINetwork Rating: Above Average) (www.disney.com; Shares o/s: 1.8 billion; Market cap: $182.2 billion; No dividend) faces a new challenge. Activist investor Nelson Peltz has acquired a 0.5% stake in Disney and plans to fight for… Read More

They’re buys even if they defy activists

Activist investors tend to do a good job identifying ways that under-performing companies like Suncor and Alphabet can boost shareholder value. Even though they’re not always successful, those high-profile investors help draw attention to firms with already-good long-term prospects.
SUNCOR ENERGY INC. $42 is still a.. Read More

Spinoffs & Takeovers Hotline – Friday, June 3, 2022

HERCULES CAPITAL INC., $14.07, symbol HTGC on New York, is a business development company (BDC).

Hercules provides senior secured loans to high-growth venture capital-backed companies in innovative industries, including technology, life sciences, and sustainable and renewable technologies.

As well, through its wholly owned subsidiary, Hercules Adviser LLC,… Read More

Activist push benefits CN investors

Regulatory opposition ended CN Rail’s bid to acquire U.S. railway Kansas City Southern (KCS) for $33.6 billion U.S. in September 2021. KCS eventually accepted a deal from CP Rail.
CN’s failure attracted the criticism of U.K.-based activist investor TCI Fund Management Ltd. It owns 5.2% of… Read More