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May 2012

Recs

8

Yet another type of Special Situation...REIT Conversions

May 20, 2012 – Comments (0) | RELATED TICKERS: SBAC , EQIX

Wow, I just came across a really cool article about companies that convert into REITs and how it causes the market to increase their multiples.  [more]

Recs

8

Paulson Pumps CVI Contingent Value Rights, but I like this lesser-known company better

May 17, 2012 – Comments (1) | RELATED TICKERS: CVI , UAN

I mentioned this situation a little while ago. Carl Ichan is in the process of buying CVR Energy (CVI). As part of the transaction he is issuing shareholders contingent value rights that enable them to particulate in any upside should he be able to resell the company within a certain time frame.  Here's my original post on the subject:  [more]

Recs

9

How the "experts" picks really performed

May 16, 2012 – Comments (3)

Today is the annual Ira Sohn stock conference where famous investors divulge some of their best ideas to others who have donated to this charity.  I always like hearing the ideas that come out of the conference, but it's difficult to keep track of how the picks actually do.  Well, someone has tracked the results of the 2011 picks for us.  Here's an interesting article on the subject.  Not surprisingly, to me at least, some of my favorites like Bill Ackmann, Joel Greenblatt, David Einhorn, and Steve Eisman all did reasonably well.  Some others, such as some dude from Sabertooth Capital did downright horrible.  From the looks of the picks, I am not surprised to see that Sabertooth Capital is now in liquidation.  [more]

Recs

7

Wow that was fast...MAXY Catalyst Materializes Less than Two Weeks Later

May 14, 2012 – Comments (2) | RELATED TICKERS: MAXY.DL

Two weeks ago I went long MAXY in CAPS saying the following:  [more]

Recs

15

One of the most unusual special situation investments: contingent value rights

May 08, 2012 – Comments (5) | RELATED TICKERS: CVI

As someone who is always looking for interesting investments that are often off the radar of the mainstream media, I am particularly fascinated with something called contingent value rights.  These rights are usually used in conjunction with a buy-out of a company, providing the former shareholder with milestone payments if certain future events happen.  [more]

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