RAD stock has rallied nicely — and for good reason. While debt remains a key risk, there are positive developments worth highlighting.
Glenview Capital Management’s 13F portfolio value increased from $9.51B to $11.42B this quarter. The number of positions increased from 48 to 50. Larry Robbins
This market has gone to trash incredibly fast, but personally, I don't think people are respecting the downside to this market.
Jeffrey Ubben's 13F portfolio value increased from $9.27B to $9.88B this quarter. ValueAct added FedEx and Verra Mobility while decreasing Alliance Data Systems

Ten Plagues

10:58am, Monday, 24'th Feb 2020
As of Friday, most markets are continuing their downturn over the plague of Covid-19 as new large and small outbreaks hit in more countries. There are locusts devouring east African crops. California
John Paulson’s 13F portfolio value decreased from $4.99B to $4.63B this quarter. Paulson & Company's largest three positions are Bausch Health, SPDR Gold ETF, a
Aerie (AERI) reports a wider loss in the fourth quarter, while sales surpass expectations.
Aerie (AERI) reports a wider loss in the fourth quarter, while sales surpass expectations.
Bausch (BHC) reports mixed fourth-quarter results, with earnings meeting expectations but sales missing the same.

Brookdale Senior Living rises 21.5% BKD

05:01pm, Wednesday, 19'th Feb 2020
Brookdale Senior Living rises 21.5% BKD
Unusually active option classes on open February 19th BHC BB ZM BBBY FCEL AMAT SPX OXY NUGT GLD

Paulson Adds Pretium, Exits United Tech In Q4

05:29pm, Sunday, 16'th Feb 2020
John Paulson's Paulson & Co. disclosed in an SEC filing its holdings as of December 31, 2019. The fund's top holdings as of December 31, in order of size, were Bausch Health, SPDR Gold Shares, Allerga
ICE's busted bid for eBay 'an opening for investors,' Barron's says EBAY ICE
Lloyds stock a post-Brexit 'pure U.K. banking play,' Barron's says LYG
Bed Bath's hidden assets might be worth about $1B, Barron's says BBBY
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