Ira Sohn London: Ross Turner, founder of Pelham Capital Trade Idea: DCC Price Target: Valuation: Ross Turner on oil distribution Themes: Recently moved main listing to UK from Ireland. Distribution services group. Energy makes... read more

Resistance is futile, a Bank of America Merrill Lynch report noted. Based on the European Central Bank’s corporate sector purchase program – buying corporate bonds – free markets are... read more

Last year value made a staggering comeback. The Russell 1000 Value index outperformed its growth counterpart by 460 basis points during the first six months of the year before... read more

Americans’ confidence in the economy has reached a seven month high, reports ABC news. This overweighs the huge confidence dip in August, brightening the outlook on President Obama’s reelection... read more

We posted the full letter from David Einhorn to his investors earlier in our business section. For those not subscribed or who missed it here is a PDF for... read more

When Janet Yellen took the podium for her final news conference earlier this week, there were several oddities. Not only was she a rare Fed chair who did not... read more

This year’s list of Fortune 500 companies displays a worrying trend. While the face of the list celebrates all that is good and great about big business and American... read more

IBM (IBM) recently announced it plans to acquire open source software company Red Hat for an enterprise value of $34 billion. Q3 hedge fund letters, conference, scoops etc We recently updated... read more

The robo-advisor market could ultimately be worth $500 billion, giving Charles Schwab, Vanguard and other big name providers plenty of room to grow from the current base estimates RBC... read more

So-called bond proxies have become extremely popular with investors since the financial crisis. These proxies usually take the form of low volatility, defensive or high yielding equities, which provide... read more