Letters by company
Exelon CORP
1 letter discussing EXC. Everything written about it on this site is on its ticker page.
- Sound Shore Management September 30, 2023 Sound Shore added to GE Healthcare after its pullback, arguing that spinout-related margin pressure, customer financing concerns and weaker China demand were temporary. The fund cited Vistra and Constellation Energy as beneficiaries of tightening electricity markets, and bought Teva on expectations that improved capital allocation and its branded drug pipeline can restore growth. third quarter of 2023 CEG $92BGEHC $35BTEVA $48B