Earlier we noted that we had obtained a copy of Dan Loeb’s letter to shareholders for the first quarter of 2012. The investment maven discussed his position on Apple Inc. (NASDAQ:AAPL) at length pointing to several features of the company he things most important going forward. On Apple, a stock that Third Point had picked up a position in last March, the letter reveals he has serious hopes for the future of the world’s...
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This afternoon at the 65th Chartered Financial Analyst (CFA) conference in Chicago, Donald Coxe took to the stage to discuss a variety of commodity plays, including oil, natural gas, gold, uranium, rare Earth metals and agriculture. Donald is a leading resource on commodity investment and is the head of Coxe Advisors LLP and a key strategic advisor for Bank of Montreal (NYSE:BMO) BMO Financial Group. First, in regards to oil, Coxe remained somewhat bullish...
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