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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