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July 2012



Special Situation Investing News - 7/30/2012

July 30, 2012 – Comments (9) | RELATED TICKERS: PSX , PDH.DL , CI

1) Lately I have been extolling the virtues of Philips 66 (PSX).  essentially the special thesis here is that the company has so many hidden and undervalued assets in chemicals, pipelines, etc that when buying the stock one is getting its refining operations practically for free.  As someone who traditionally has not been a big fan of the refining sector, this is music to my ears and I currently own PSX.   [more]



Special Situation Investing News - 7/29/2012

July 29, 2012 – Comments (2) | RELATED TICKERS: PDH.DL , NTI.DL

As someone who loves investing and heck even reading about special situation investing, it struck me recently that I have to go all over the place to find news on the subject.  While there are some outstanding blogs on the subject out there, many of them are more value-oriented than special situation-oriented and there really isn't any one single place where investors can go to find out all of the relevant news on the subject.  [more]



Two Accurate Predictions and one New One

July 16, 2012 – Comments (2) | RELATED TICKERS: PRX.DL2 , PG , PSX

Back in November, I mentioned that I was going to begin keeping an eye on Par Pharmaceutical (PRX) here in CAPS after the successful activist Relational Investors had acquired a substantial position in the company.  It looks like Relational has done it again.  Today, less than seven months later Par has reached an agreement to be acquired by TPG for $1.9 Billion and its stock subsequently popped 37%.  [more]

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