HALISTER1: SOHN CONF WRAP: Einhorn Short Core Labs, Jericho Short Frontier

SOHN CONF WRAP: Einhorn Short Core Labs, Jericho Short Frontier

and Beth Jinks (Bloomberg) -- Below is a recap of long, short and macro ideas given at the 22nd Annual Sohn Investment Conference and Next Wave Program at Lincoln Center in NYC. Also see the Top Live Blog.
  • Corvex’s Keith Meister: Likes CenturyLink; reported 5.5% stake in 13-D today; Corvex’s largest position
Link to Bloomberg story
  • Fine Capital’s Debra Fine: Recommends DHX Media; sees upside to C$20-C$30/share
  • Pershing Square’s Bill Ackman: Reiterates HHC long call
Link to Bloomberg story
  • Social Capital’s Chamath Palihapitiya: likes Tesla 2022 convertible bonds
  • Algebris’s Davide Serra: Recommends shorting U.K. rates; likes UniCredit shares
Link to Bloomberg story
  • Blue Harbour’s Cliff Robbins: Reiterates long Investors Bancorp; sees upside to $19, potential M&A candidate
Link to Bloomberg story
  • Greenlight’s David Einhorn: Sees 45% downside for Core Laboratories to $65/share
Link to Bloomberg story
  • DoubleLine’s Jeff Gundlach: Recommends pair trade of long EEM ETF, short S&P 500 ETF
Link to Bloomberg story
  • Altimeter’s Brad Gerstner: Likes United Airlines Long; sees upside to as much as $235/share
  • Jericho’s Josh Resnick: Recommends Frontier Communications short
  • Glenview’s Larry Robbins: Likes DXC Technology, FMC, Quintiles
  • Sohn contest winner picked EBAY as long; sees ~45% upside
Next Wave Sohn picks below:
  • Trafalgar’s David Copley Recommends Shorting Mirvac, JB Hi- Fi
  • ThornTree’s Mark Moore Likes Liberty-Formula One
  • Totem Point’s Neal Nathani Likes Xilinx
  • Blockhouse’s Jack Franke Recommends Going Long MPLX
  • Half Sky’s Li Ran Recommends Fevertree Drinks Long

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
CLB US (Core Laboratories NV)
FTR US (Frontier Communications Corp)
0754913D US (Jericho Capital Asset Management LP)
0402030Z US (Blue Harbour Group LP)
DHX/B CN (DHX Media Ltd)

People
David Einhorn (Greenlight Capital Inc)
Bradley Gerstner (Altimeter Capital Management LLC)
Chamath Palihapitiya (Social+Capital Partnership LLC/The)
Clifton Robbins (Blue Harbour Group LP)
David Copley (Trafalgar Copley Ltd)

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UUID: 7947283

HALISTER1: DBRS PPP FACT SHEET

DBRS PPP FACT SHEET

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
0606688D CN (407 East Development Group General Partnership)
1513Z CN (407 International Inc)
0533779D CN (Acces Recherche Montreal SEC)
0533780D CN (CSS FSCC Partnership)
0607103D CN (Capital City Link General Partnership)

People
Grant Headrick (DBRS Ltd)
Masaaki Iwamoto (Nikko Asset Management Co Ltd)
Megumi Todori (North Pacific Bank Ltd)
Paul Seet (Jump Trading LLC)

Topics
Credit Analysis Research
Credit Research
Fixed Income Research
Industry & Sector Research
Investment Research

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UUID: 7947283

HALISTER1: High-Performance Transportation Enterprise - C-470 Express Lanes Project - DBRS Presale Report

High-Performance Transportation Enterprise - C-470 Express Lanes Project - DBRS Presale Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Topics
Credit Analysis Research
Credit Research
Fixed Income Research
Investment Research

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UUID: 7947283

HALISTER1: Asia and Australia Edition: Emmanuel Macron, Afghanistan, South Korea: Your Morning Briefing

Asia and Australia Edition: Emmanuel Macron, Afghanistan, South Korea: Your Morning Briefing

Alert: HALISTER1
Source: NYT (New York Times)

People
Emmanuel Macron (French Republic)
Angela Merkel (Federal Republic of Germany)
Barack Obama (United States of America)
Bhumibol Adulyadej (Kingdom of Thailand)
Donald Trump (United States of America)

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UUID: 7947283

HALISTER1: TOPLive Starts: Fund Managers Pitch Trades at Sohn Conference

TOPLive Starts: Fund Managers Pitch Trades at Sohn Conference

Alert: HALISTER1
Source: BN (Bloomberg News)

People
Clifton Robbins (Blue Harbour Group LP)
David Einhorn (Greenlight Capital Inc)
Davide Serra (Algebris Investments UK LLP)
Donald Trump (United States of America)
Glen Post (CenturyLink Inc)

Topics
Nascar Racing
NBA, Excluding Statistics

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UUID: 7947283