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Clint Edgington  

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  • Smoking Hot Opportunity In Imperial Tobacco Group [View instapost]
    Interesting thoughts and, as always, well written.
    Feb 24, 2015. 07:58 AM | Likes Like |Link to Comment
  • CVRs – The Good, The Bad And The Ugly [View instapost]
    Great article:

    In my mind, the most difficult part of this CVR, and potentially why there may have been opportunity was the sizing issue. While the SWY deal looked safe, the probability of it breaking was not 0%, (well, at least not 0.00%). In order to get enough of the CVR to matter for a portfolio you had to have gobs of SWY.

    fd: long casa ley
    Feb 10, 2015. 04:03 PM | Likes Like |Link to Comment
  • Amira Nature Foods: Abandon Ship [View article]
    Kudos to author on the having the flexibility of changing his mind! Whether long or short, this is what I have the most difficult time with as an analyst, not getting anchored into a position.
    fd: have bearish position on behalf of clients
    Feb 10, 2015. 08:44 AM | 2 Likes Like |Link to Comment
  • Examination Of The Halliburton, Baker Hughes Merger: Part 1 [View article]
    agreed. price is propped due to deal
    Feb 10, 2015. 07:54 AM | Likes Like |Link to Comment
  • GoPro beats by $0.29, beats on revenue [View news story]
    Feb 5, 2015. 04:19 PM | 1 Like Like |Link to Comment
  • Merger Arbitrage Forum (Though Any Arb Can Be Discussed) [View instapost]
    CFIOF: Out at $8.48USD ($10.55 CAD). Leaving about 4% spread on table after currency conversion.

    Good idea Keubiko. I need a few more of these to make up for lackluster performance recently!
    Feb 5, 2015. 10:22 AM | 2 Likes Like |Link to Comment
  • TRW Automotive - Appeal On Dips Ahead Of The Much Anticipated Deal [View article]
    Do you believe the recall news from this weekend affects the deal moving forward?
    Feb 2, 2015. 10:26 AM | Likes Like |Link to Comment
  • Gouging Is Good [View instapost]
    Have been spending a lot of time on FUR. All looks good with the liquidation, but it all boils down 701 property, and I have no idea how to value it.

    Have done some channel checks with sellsiders and can't scratch up a reasonable value. Management seems reasonable and straightforward, I like what they've done, etc. Interested in anyone's reasonable thoughts.
    Jan 28, 2015. 09:07 PM | Likes Like |Link to Comment
  • Nicholas Financial: Very Cheap Stock With A Catalyst, 60% Upside With Minimal Downside [View article]
    Special Situations- why do you expect an odd lot provision?
    Jan 27, 2015. 08:59 AM | Likes Like |Link to Comment
  • 2015 Value Investing Event Calendar [View instapost]
    Happy to ask it. It will be interesting to see if squirms out of a straight answer.
    Jan 23, 2015. 11:23 AM | Likes Like |Link to Comment
  • Update: Lorillard Deal Shareholder Votes [View article]
    Thx SSA
    Jan 15, 2015. 08:57 PM | Likes Like |Link to Comment
  • Best Long Idea For 2015: BNCCORP [View article]
    Thanks Aristides, I understand the basics but just read your initial post to be a bit more extreme than what you have followed up with. Thanks for clarifying your thoughts for me.
    Jan 15, 2015. 02:51 PM | Likes Like |Link to Comment
  • Best Long Idea For 2015: BNCCORP [View article]
    Aristides- thanks for sharing your perspective. Could you clarify what you mean by #2? I am confused by "taking loan loss provisions when the loans fall out of bed, not when they write the loan". Taken literally, I read that to mean that you feel that they should write a loan, immediately recognize that the credit quality wasn't what they thought it was and write it down. Please tell me how I'm incorrect, thanks!
    Jan 15, 2015. 12:37 PM | Likes Like |Link to Comment
  • Update: Lorillard Deal Shareholder Votes [View article]
    Any thoughts on LO's shareholder constituency and their voting for the merger? thanks
    Jan 15, 2015. 12:27 PM | Likes Like |Link to Comment
  • Profit From The Oil Price Crash And Follow Blackstone: Short La Quinta Holdings [View article]
    HI Weighing Machine- may I ask the source docs of where you got info on franchised vs. owned? thanks
    Jan 14, 2015. 11:44 AM | Likes Like |Link to Comment