August 27, 2011 –
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RELATED TICKERS: GM
, FFBC
, HIG
Since banks have been crushed in the last few weeks, I took another look at my TARP warrant spreadsheet. Here are my current thoughts. [more]
April 09, 2011 –
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RELATED TICKERS: GM
, SIX
, LYB
It is well known that bankruptcy situations can be very profitable for investors. Many hedge funds focus on junior debt during the bankruptcy process and new equity afterwards, where the largest returns are often possible. Recently Six Flags (SIX) and LyondellBasell (LYB) have put up stock returns around 100% within 6 months of emerging from bankruptcy. Based on their most recent financial statement, I think the opportunity for GM shares may be as large as these 2 situations. [more]
February 09, 2011 –
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RELATED TICKERS: TLCR
, LTXC
, DTG
I thought Deej's post here about Buffett's merger arbitrage returns was interesting. So here are some sources listing M&A deals that I'm planning to dig into. [more]
October 21, 2010 –

[more]
October 16, 2010 –
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RELATED TICKERS: GLRE
, CIA
, MHLD
I have noticed that insurance is currently one of the more shorted sectors in the market. Here are some of the heavily shorted stocks (trading below tangible book in bold): [more]