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Another positive for the GLDD Special Situation, but Is It Enough?

January 16, 2017 – Comments (0) | RELATED TICKERS: GLDD

I wrote a short blog post last month about all of the positives that a company called Great Lakes Dredge & Dock (GLDD) has going for it right now.   Dredging the Bottom for Stocks

http://caps.fool.com/Blogs/dredging-the-bottom-for-stocks/1078670   [more]

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A Potential Special Situation Twist in Johnson & Johnson's Acquisition of Actelion

January 12, 2017 – Comments (0) | RELATED TICKERS: JNJ

Here's an interesting development in the potential acquisition of Actelion by Johnson & Johnson.  Often in the pharma industry in order to convince shareholders of the company being acquired to make a deal the acquirer will make contingent value rights part of the deal in order to enable the people who are being bought out to participate in the upside of drugs that are in the pipeline.  The tact that J&J is taking with Actelion sound like it will employ a different type of special situation, a partial spinoff of the firm's R&D department that would enable the Actelion shareholders who are being bought out to partially benefit from any future drug development.  Interesting.  The spinoff is one that I'll be keeping an eye on.  From all that I've rread on the subject thus far, analysts seem to like the Actelion acquisition from J&J's perspective as well.  [more]

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Wow that didn't take long, Brookdale Soars

January 10, 2017 – Comments (0) | RELATED TICKERS: BKD

Wow that didn't take long.  I own a number of activist investor Land & Buildings' targets in real life and seriously considered buying into Brookdale Senior Living when I wrote about it here in late December.  I'm not sure why I didn't, other than possibly being distracted by the holidays.  Oh well, in mid-day trading today shares of Brookdale (BKD) spiked 15% on a report that the company is in talks to sell itself.  If the sale materializes, score another victory for Jonathan Litt.  [more]

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A Closed End Fund that Trades at a 20% Discount to NAV

January 06, 2017 – Comments (1)

Bill Ackman has been ice cold as an investor and the management fee that Pershing Square charges is definitely annoying, but the ability to buy into Pershing Square Holdings at a 20% discount to its Net Asset Value probably more than makes up for that.  Interesting idea.  [more]

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Hilton Spinoffs are Weak in Early Trading

January 05, 2017 – Comments (0) | RELATED TICKERS: HLT# , PK , HGV

Hilton's (HLT) two spinoffs began trading the regular way this morning.  I find this interesting, not only because I like the special situation aspect of spinoffs in general and have done well with a number of them in the past, but also because both stocks, the REIT Park Hotels & Resorts (PK) and the timeshare business Hilton Grand Vacations (HGV) are down today, 6% and 2% respectively.  [more]

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