SALT Day 2 Wrap: Bass Has Perrigo Position, Chanos Short Shell
2015-05-08 00:54:07.413 GMT
By Joshua Fineman, Kelly Bit and Simone Foxman
(Bloomberg) -- Below is recap of long, short, macro,
credit ideas given at Day 2 of the SkyBridge Alternatives
Conference (SALT) in Las Vegas. Link to Day 1 WRAP
* Hayman’s Kyle Bass: Says He’s Long Perrigo; Sees Potential
for Abbott to Make Bid for Perrigo; Doesn’t Think Mylan Will
be Successful with Perrigo Bid; Sees Oil at $60-$65 by Year-
End; Bass Says Front End Oil Curve Risks ‘Amaranth’ Movement
Link to Bloomberg story
* Kynikos’s Jim Chanos: Says He’s Short Shell, Chevron; Says
BG Plan is a “bet the co.” Deal for Shell; Says BG’s
financials don’t look good; Still Expects BG Deal to Go
Through
Link to Bloomberg story
* T. Boone Pickens: Says Oil Production Will Decline in 30-60
Days
* Halcyon’s James McGinnis: Short Ensco, Noble, Transocean;
has long position in SolarCity
Link to Bloomberg story
* Axonic’s Clayton DeGiacinto Sees 20% 2005-07 CMBS Loan
Defaults
* Bridgewater’s David McCormick: Sees Oil Below $75 at Year-
End
* Apex’s Gil Simon: Likes Netflix, Sees Shrs Topping $2,000
Link to Bloomberg story
* Omega’s Leon Cooperman: Reiterates longs Dow, Citi, Google,
Aercap, Actavis, GM, Priceline, Gulf Coast Ultra
Link to Bloomberg story
* Passport’s John Burbank: Recommends Saudi Arabia’s NCB AB
long; Passport High on China Stocks as Fortress Sees Bull
Market
* Hunter Peak’s Michael Karsch: Recommends Portugal’s NOS;
Sees 100% upside to EU12.94 in 2018
* Balyasny’s Christian Zann: Likes Tetra Technologies, Trican
Well Service
* Latigo’s David Ford: Recommends IHeartMedia Long
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Joshua Fineman in New York at +1-212-617-8953 or
jfineman@bloomberg.net
To contact the editor responsible for this story:
Arie Shapira at +1-212-617-1488 or
ashapira3@bloomberg.net
2015-05-08 00:54:07.413 GMT
By Joshua Fineman, Kelly Bit and Simone Foxman
(Bloomberg) -- Below is recap of long, short, macro,
credit ideas given at Day 2 of the SkyBridge Alternatives
Conference (SALT) in Las Vegas. Link to Day 1 WRAP
* Hayman’s Kyle Bass: Says He’s Long Perrigo; Sees Potential
for Abbott to Make Bid for Perrigo; Doesn’t Think Mylan Will
be Successful with Perrigo Bid; Sees Oil at $60-$65 by Year-
End; Bass Says Front End Oil Curve Risks ‘Amaranth’ Movement
Link to Bloomberg story
* Kynikos’s Jim Chanos: Says He’s Short Shell, Chevron; Says
BG Plan is a “bet the co.” Deal for Shell; Says BG’s
financials don’t look good; Still Expects BG Deal to Go
Through
Link to Bloomberg story
* T. Boone Pickens: Says Oil Production Will Decline in 30-60
Days
* Halcyon’s James McGinnis: Short Ensco, Noble, Transocean;
has long position in SolarCity
Link to Bloomberg story
* Axonic’s Clayton DeGiacinto Sees 20% 2005-07 CMBS Loan
Defaults
* Bridgewater’s David McCormick: Sees Oil Below $75 at Year-
End
* Apex’s Gil Simon: Likes Netflix, Sees Shrs Topping $2,000
Link to Bloomberg story
* Omega’s Leon Cooperman: Reiterates longs Dow, Citi, Google,
Aercap, Actavis, GM, Priceline, Gulf Coast Ultra
Link to Bloomberg story
* Passport’s John Burbank: Recommends Saudi Arabia’s NCB AB
long; Passport High on China Stocks as Fortress Sees Bull
Market
* Hunter Peak’s Michael Karsch: Recommends Portugal’s NOS;
Sees 100% upside to EU12.94 in 2018
* Balyasny’s Christian Zann: Likes Tetra Technologies, Trican
Well Service
* Latigo’s David Ford: Recommends IHeartMedia Long
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Joshua Fineman in New York at +1-212-617-8953 or
jfineman@bloomberg.net
To contact the editor responsible for this story:
Arie Shapira at +1-212-617-1488 or
ashapira3@bloomberg.net