Andy Singh

ROH, DOW, BUD:Three Arbitrage Opportunities?

I wrote recently here at SA and my site about the BUD/In Bev play using Dec 65 call options. Look's like the strategy is paying off today. With credit markets loosening and falling interest rates the market is getting more confident about this deal. Still not to late to play it.

DuPont Looks Better Than Dow - Barron's

Finally a really good call by Barrons. I recently did a detailed analysis on DD at my site (which was also published here). I already have a small position in the stock, but apart from the dividend yield, here's 2 more things I really ike I about it that should add value in the longer term:

- Sales in emerging international markets grew 25 percent, led by Brazil, China, India and Eastern Europe. Given the growing international market and weakening US dollar it is a very positive sign that DuPont's market share and sales in overseas markets like China and India are rising.

- The company has a growing presence in the Solar (photovoltaic) market which it expects to grow by over 30% over the next several years . This rapidly growing market and technology could provide a key future growth catalyst for the company once the agriculture boom slows.