Why more iconic companies like GE and J&J may be about to get smaller

As famous companies including GE and Johnson & Johnson pursue breakup plans, the “sum of parts if greater than whole” argument is to get new training from the market. Nicodemus | E + | Getty Images Everywhere you look in the market, across sectors, famous companies are under pressure from activists to break up, or … Read more

Here are Dan Loeb’s latest stock moves, which propelled Third Point to a winning quarter

Dan Loeb at the 2014 World Economic Forum in Davos, Switzerland. Justin Solomon | CNBC Dan Loeb’s third point had a stellar quarter as the hedge fund rose in double digits while the broader market was flat. The star manager made a slew of new stock picks during the period, according to a new regulatory … Read more

Credit Suisse names shares with pricing power

The Google Alphabet Inc logo outside the company’s office in Beijing, China, August 8, 2018. Thomas Peter | Reuters Analysts at Credit Suisse have named a slew of US and European stocks with pricing power to help investors navigate a world of rising inflation. .

This inflation-fighting stock screen shows companies increasing profitability in this environment

Google’s logo for the US multinational technology company appears at Googleplex, the headquarters complex of Google and parent company Alphabet Inc. Alex Ty | SOPA photos | Light Rocket | Getty Images Consumer prices rose the most in 30 years in October, suggesting they may need to find companies that can increase profitability as higher … Read more