activist

Corvex

2 documents across the library, active from 2012 to 2014.

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Corvex 2014-10-14

Crown Castle International Corp. CCI

Crown Castle is a U.S. tower REIT 'betwixt and between' — raising the 2015 dividend to $4.00 (80% AFFO payout) re-rates the stock to a 4.0% yield, unlocking 27% near-term and 60%+ upside in 15 months.

N4 V3 C3

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Corvex 2012-10-24

ADT Corporation ADT

ADT is drastically under-levered post-Tyco spin; levering to 3.0x EBITDA and repurchasing ~30% of the float delivers ~44% upside to a $55 target.

N4 V3 C3

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