Showing posts with label special situation. Show all posts
Showing posts with label special situation. Show all posts
Sunday, September 24, 2023

The Haiku of Finance for 09/24/23

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Shareholders conflict Protracted fight hurts share price Short window to buy
Tuesday, December 08, 2015

The Haiku of Finance for 12/08/15

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Spin-off or carve-out Either way unlocks value After merger fails
Tuesday, April 17, 2012

Musings On Taxable Year 2011

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Today was the last day for American citizens to file their federal tax returns for tax year 2011 .  This calls for some reflection.  This y...
Monday, June 27, 2011

Williams Fights Energy Transfer Equity For Southern Union

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Energy Transfer Equity's (ETE) bid for Southern Union (SUG) should have been a done deal when it was announced .  Some acquisition targe...
Friday, March 25, 2011

Schwab Buys optionsXpress In Bid For Discount Investors

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Sometimes it pays to pay even when you're used to chasing discounts.  Charles Schwab, one of America's leading discount brokerages,...
Monday, March 14, 2011

Significance Of The Lubrizol Buyout

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Today's big dealmaking news is Berkshire Hathaway's purchase of Lubrizol for $9B in cash .  The appeal of LZ's fundamentals is ...
Thursday, January 06, 2011

Atheros Communications: A Special Situation

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Qualcomm (QCOM) announced that it will acquire Atheros Communications (ATHR) for $45/share in cash, expected to close in the first half o...
Monday, September 27, 2010

Three Big Deals Make It Merger Mania Monday!

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Wow, there's plenty of deal action to blog about today.  Wal-Mart wants to buy Massmart for $4.25B.   Let's run some basic numbers...
Thursday, September 02, 2010

The Haiku of Finance for 09/02/10

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Burger King is sold In and out of private hands Brazil likes burgers
Sunday, August 29, 2010

Sanofi Offers To Buy Genzyme

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I guess general economic worries aren't slowing down merger mania, at least not yet.  There's big action coming in Big Pharma: San...
Thursday, August 26, 2010

The Haiku of Finance for 08/26/10

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HP wants 3Par It's nice to be so wanted Dell will lose this prize
Wednesday, June 02, 2010

Is BP A Good Buy?

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Today I got an email inquiry from a fellow private investor and longtime reader of my blog.  He wanted my opinion on whether BP is a good bu...
Monday, May 03, 2010

United And Continental Will Face Peak Oil Together

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Peak Oil theorists allege that airlines are like a canary in a coal mine.  Their health provides early warning of energy shortages as they m...
Friday, April 09, 2010

SandRidge's Pursuit of Arena Resources Masks Deeper Problems

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SandRidge Energy (SD) wants to buy oil and gas producer Arena Resources (ARD) for 4.7771 shares of SD plus $2.50 for each share of ARD .  ...
Thursday, April 01, 2010

A Brief Word On Biting Into CKE Restaurants

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Carl's Jr. has always served some pretty good burgers.  I've been a fan of their Western Bacon Cheeseburger for decades.  Their Six...
Friday, March 19, 2010

Icahn Bids For Lions Gate, Offering Potential For Special Situation Play

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Carl Icahn is taking a calculated risk in going after Lions Gate: Icahn is offering $6 a share, unchanged from his partial tender offer fo...
Wednesday, March 17, 2010

LTL Shakeout Ahead?

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I continue to be intrigued by the long haul trucking industry.  LTL trucking in particular is a commoditized industry, with carriers increas...
Monday, March 08, 2010

Terra Industries Buyout Approaching Endgame

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Terra Industries (TRA) has been a takeover target since last fall when CF Industries (CF) made its initial offer of $24.50 (net of a propose...
Thursday, March 04, 2010

Merck KGaA Makes Merger Maneuver With Millipore

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Merck KGaA (that's the original German Merck, not to be confused with the U.S.-based Merck trading as MRK) has offered $107 cash per sha...

Coca-Cola Plans Sweet Combination With CCE

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Coca-Cola (KO) and its largest bottler, Coca-Cola Enterprises (CCE), are planning a complicated merger.  CCE's current shareholders will...