74.725 - 76.04
30.25 - 80.94
Echofin Members Consensus
Barrons Summary 1/2/2021 ========================= Winners GNTX LOCO FIVE : INTC cheap compared to - AVGO NVDA These seven stocks might not all look cheap on the surface, but they each meet some definition of value—and they could all outperform in the year to come. : BAC KO CVS BATRK MSGS SYY DIS Activist : Increases : ENZ LEAF GMS - Decreases MHLD Analyst Overweight BLK IMAX CDXS BABA - under perform INTC
Trian takes new stakes in Sysco, Mondelez, omits confidential information Nelson Peltz's Trian Fund Management disclosed in an SEC filing its holdings as of June 30, 2020. Trian's two new buys during the second quarter were Sysco (SYY) and Mondelez (MDLZ). Trian reduced its stake in four holdings, Procter & Gamble (PG), Bank of New York Mellon Corp (BK), General Electric (GE), and NVent Electric (NVT). Trian's top holdings as of June 30, in order of size, were Sysco, Procter & Gamble, Mondelez, Wendy's (WEN), and General Electric. Additionally, Trian Fund Management disclosed that it omitted confidential information in its quarterly filing, and that it would file that information separately with the SEC.
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