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This Special Situation May be a Buyout Target

September 27, 2016 – Comments (0) | RELATED TICKERS: AJSB

Demutualizations aka thrift conversions are a stalwart sub-sector of special situation investing.  There's a number of reasons why converted thrifts often outperform the market, but one of the primary ones is they are often gobbled up by larger banks after the three-year moratorium on buyouts has been lifted.  I came across an interesting article on one such situation this morning on Seeking Alpha.  Enjoy!  [more]

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KLX Shares Could Lift Off

September 26, 2016 – Comments (0) | RELATED TICKERS: KLXI

Every week I go through the latest issue of Barron's looking for interesting special situation investing ideas.  This week's magazine was a little light on them, but I did find one interesting piece on the former spinoff of B/E Aerospace (BEAV) [funny ticker, It always makes me think of Beavers] KLX (KLXI).  [more]

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Is a Turnaround Really in the Works at PICO Holdings?

September 23, 2016 – Comments (0) | RELATED TICKERS: PICO

I read lots of articles about investment ideas, particularly ones about special situations and undervalued small cap stocks.  Inevitably, there's always a few companies who pop up in articles year, after year, after year.  After a while, I grow skeptical about these seemingly permanently undervalued companies and start to question whether they will ever perform as well as the bulls believe.    [more]

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Multiple Expansion Could Lead to Big Gains at MGM

September 22, 2016 – Comments (0) | RELATED TICKERS: MGM

I've been paying a lot of attention to the activity of the activist investor Jonathan Litt and his firm Land & Buildings lately because they are involved with two companies that I have a decent sized position in, Northstar Asset Management (NSAM) and NorthStar Realty Finance (NRF).  [more]

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There's a Reason This Guy is So Rich

September 21, 2016 – Comments (0) | RELATED TICKERS: QVCA

If you're talking about a company associated with John Malone, chances are that it was or is going to be a special situation investment.  Malone employs all sorts of tricks and trinkets to pump up the value of his stocks.  As I always say, there's a reason that he was able to become the largest landholder in America.  He's sharp as a tack and investors are often able to come along for the ride.  [more]

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