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Chris DeMuth Jr.'s  Instablog

Chris DeMuth Jr.
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"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one." - Charlie Munger I look... More
My blog:
Rangeley Capital on Harvest
My book:
Rangeley Capital Best Investment Ideas
View Chris DeMuth Jr.'s Instablogs on:
  • Seeking Alpha's Positioning For 2014 Update

    I have high hopes and expectations for deals in 2014. In particular, I am thinking about Loral (NASDAQ:LORL), the Provida (NYSE:PVD) minority, T-Mobile (NYSE:TMUS) as a seller this time and two banks - Ocean Shore (NASDAQ:OSHC) and OBA (NASDAQ:OBAF). By this time next year I expect a majority of those will have been acquired for a premium to today's market prices.

    - Chris DeMuth Jr., Dec. 23, 2013

    With 25% of year done, it appears as if at least 20% of the above takeover candidates will have been bought by the end of the year, assuming that the OBAF deal closes by then. So, I am a bit behind but will try to get back on track in the second quarter with a LORL or OSHC announcement.

    Tags: LORL, PVD, OSHC, OBAF, TMUS
    Apr 08 1:06 PM | Link | 10 Comments
  • Outstanding Bull Market For Biotech Shares Outstanding

    If you want to own biotech shares, there will be many more where these came from.

    (click to enlarge)

    NBS is a particularly enthusiastic issuer.

    (click to enlarge)

    Expect more shares soon.

    (click to enlarge)

    Tags: NBS, KERX, ATHX, IMUC, UNIS, AGEN
    Apr 08 12:30 PM | Link | 3 Comments
  • 2014 Best Ideas – YTD And Weekly Progress

    Favorite Long for 2014: Sanofi SA (NYSE:SNY) Rights (NASDAQ:GCVRZ)

    Favorite Short for 2014: Renaissance IPO ETF (NYSEARCA:IPO)

    If you are interested in the long idea, I set up a portfolio of such merger securities that anyone can invest in. If you are interested in the short idea, you might want to consider their holdings. In addition to IPO, I have recently taken additional short positions in components such as FB, FEYE, TWTR, and PANW. These ideas are intended for a one-year time horizon but this is where things stand after one quarter. Come what may, I will report back on progress by the end of the year.

    Apr 05 1:30 PM | Link | Comment!
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