Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen

In this stream I write about a move in my trend account, a Carl Icahn interview, Ryan Cohen’s BBBY 13-D, and Nelson Peltz’s JHG campaign.

In this Stream of Consciousness I am going to write about some recent moves I have made in my portfolio, a recent(ish) Carl Icahn interview, and briefly discuss Ryan Cohen’s Bed Bath and Beyond 13-D filing.

Continue reading “Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen”

Bed, Bath & an Abomination?

Bed, Bath & Beyond (“BBBY”) reported earnings on Thursday this past week.  While they “beat consensus estimates” the stock was down around 20% on the day.  More interesting to me is that retail REITs were down around 2% on the day based on the BBBY news.  I am going to take a quick look at BBBY the earnings report (and conference call).  Perhaps more interestingly, we will look at which of the landlords we previously examined has the most BBBY exposure. Continue reading “Bed, Bath & an Abomination?”