Actionable news
0
All posts from Actionable news
Actionable news in ABBV: ABBVIE Inc,

Sohn Preview: What Will Larry Robbins, John Khoury & Carson Block Present Wednesday? By Carleton English | May 03, 2016 | 07:40 AM EDT

Editor's Note: This article was originally published on Real Money at 10:30 a.m. on May 2.

As part of Real Money's continuing coverage of this week's Sohn Investment Conference in New York, we're going to take a quick look at health care, hotels and take a trip around the world. Or, more specifically, we'll take a peek at the recent holdings of Glenview Capital Management's Larry Robbins, Long Pond Capital's John Khoury and Muddy Waters Capital's Carson Block.

Robbins has been somewhat of fixture at Sohn in recent years and his disclosed picks tend to be in the health care space. Last year he recommended AbbVie (ABBV - Get Report) , which is down 5% over the last year, and Brookdale Senior Living (BKD - Get Report) , which is down 48% over the same period.

STOCKS TO BUY: TheStreet Quant Ratings has identified a handful of stocks with serious upside potential in the next 12-months. Learn more.

Needless to say, it's been a difficult time for his fund as it has been for so many others. In January, The Wall Street Journal reported that the fund lost 8% in the first week of the year, adding to its estimated 17% loss in 2015. Robbins has been largely quiet in recent months. In his third quarter 2015 letter, which was reported widely in the media, Robbins sounded apologetic tones saying: "I've failed to protect your capital, and mine ... despite a flat market."

Must Read: Sohn Preview: What Is Starboard Value's...


More