M.Y.M.A is a pain in the ass. All we know one more trading day later is people are convinced this deal will happen, happen higher or some yutz or group of yutz’s (yutzem?) pays more for this new media conglomerate. I mean Yahoo is almost fully priced at Microsoft deal offer now. The freaking arbs …
Tagged: Mergers
Software…Continues to be 'The Place'
Cognos is being taken out by IBM at a nice premium. It looks like somebody leaked this last month. I blogged it and I should have chased it , when I speculated on the software takeover targets. When the market turns again, look for the software leaders to continue their runs. The sector is in …
CHINAmerica…Brought to you By a Weak Dollar
It’s here! A weak dollar just makes the $1 billion Bear Stearns Investment from Citic a steal. The sound bites from James Cayne (last bank to the party) are a joke (stick with Goldman as I have always said). The big money to be made off this news is to sell your business now while …
Eating Crow on Icahn and BEAS…Courtesy of AssHat Fly!
Last week I wrote a post about how ‘HOT’ Software was going to get after the SAP purchase of Business Objects . I named some posssible winners and bought them – Citrix, INFA and ADBE which all did great this week. BUT, the comments had the big winners and that’s way cool. My friend Ross …
Buyouts are BACK…SAP buying Business Objects
So SAP is buying Business Objects. Hooray for us stupid bulls :) . Now we know why tech is strong and won’t dip. Look for software stocks to start making biiiiig gains. Have you been watching VMWare since it’s IPO. I have and we have and it’s on freaking fire . Tonight SAP put a …
Mergers…I Miss YOU
It was too good to last I know…I mean mergers are always penciled out by the noodlenecks to be accretive, fantastic for all, 1+1=3. But seriously, the bigger they get, the more ego and the less care is really taken. Things needed to stiop just to get the bankers and CEO’s to stop and at …
Gooit, GooTrade and Apple/Oakley
The always controversial Nicholas Carr has a good spec post on why Google should buy Intuit . Must read. I love this kind of open thinking. I also agree. Lot’s of integration too with the new Google Finance. Along those lines it makes absolute sense for Google to enter the financial world in a big …
Satellite Radio….finally on Wallstrip
There is no reason to cover these obliterated stocks other than “The DEAL”. First their was “The DONALD”. This one has way more hair on it! I have been negative on Satellite radio for …forever. We all knew it was coming and when it arrived…the blogosphere exploded, but the market yawned. Roger Ehrenberg ran Monitor …
Possible Mergers…
Of all people…Rose sent me these :) . Way to go Rose. Add your own ideas to the comments. Investment Tips for 2007: For all of you with any money left, be aware of the next expected mergers so that you can get in on the ground floor and make some BIG bucks. Watch for …
Mergers – AT&T's Circle of Life
A great post with clips and links from Michael Parekh. PS – Mergers are getting bigger and happening more often these days. I don’t expect that to slow down anytime soon. One of the best hedge fund indexes the last year was MergerArb. They had pretty much bored most investors to death the previous 5 …