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Special Situations and Arbs
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I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my... More
  • Update:The Ten Least Wanted List.  7 comments
    Aug 6, 2014 8:31 PM | about stocks: EGO, AUY, RGLD, MOS, POT, ANF, GCVRZ, DGX, LH, CTB

    Stock Symbol

    Price as of 12/31/13

    Price as of 8/6/14

    %Gain or loss

    EGO

    5.69

    8.15

    +43.2%

    AUY

    8.62

    8.66

    FLAT

    CTB

    24.04

    28.74

    +19.6%

    MOS

    47.27

    47.03

    FLAT

    POT

    32.96

    35.05

    +6.35%

    GCVRZ

    .34

    .50

    +47.1%

    LH

    91.37

    102.95

    +12.7%

    DGX

    53.54

    60.41

    +12.8%

    ANF

    32.91

    41.00

    +24.6%

    RGLD

    46.07

    77.10

    +67.4%

    Total Gain Year To Date +23.4%

    Dividends not included

    Original Blog

    Disclosure: The author is long CTB, GCVRZ, EGO, AUY, RGLD.

    Stocks: EGO, AUY, RGLD, MOS, POT, ANF, GCVRZ, DGX, LH, CTB
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Comments (7)
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  • icorcoran
    , contributor
    Comments (5) | Send Message
     
    While I do not have knowledge of any particular details, I find the wide spread amongst the returns of the various gold-related stock (EGO, AUY, RGLDO) to be quite interesting. I am not invested in any of the names nor looking to invest in any of the, at this time, any commentary you might have on the differences in the returns of the names would be insightful, or at least appreciated.
    7 Aug 2014, 07:15 AM Reply Like
  • Special Situations and Arbs
    , contributor
    Comments (1353) | Send Message
     
    Author’s reply » icorcoran-

     

    Yes RGLD is a royalty company while EGO and AUY are producers.....

     

    AUY made an acquisition so that played a part of keeping its share price down......

     

    I own all three still.....and even though two of them are up a ton I expect higher prices
    7 Aug 2014, 12:28 PM Reply Like
  • Special Situations and Arbs
    , contributor
    Comments (1353) | Send Message
     
    Author’s reply » CTB huge buyback in place....should put floor under stock....up today despite missed earnings...trend is clearly up here
    7 Aug 2014, 11:32 PM Reply Like
  • Special Situations and Arbs
    , contributor
    Comments (1353) | Send Message
     
    Author’s reply » $RGLD 52-week high
    $CTB 10 month high
    $EGO 11 month high
    12 Aug 2014, 10:38 AM Reply Like
  • Eric Milner
    , contributor
    Comments (34) | Send Message
     
    Nice job!
    12 Aug 2014, 10:43 AM Reply Like
  • Special Situations and Arbs
    , contributor
    Comments (1353) | Send Message
     
    Author’s reply » Eric

     

    Thank you! $EGO has been my biggest position the whole year. With today's gains it is now up 49% for the year.
    This list of ten stocks are proof that even in a flat market individual stocks can really move.
    12 Aug 2014, 04:19 PM Reply Like
  • Eric Milner
    , contributor
    Comments (34) | Send Message
     
    You're exactly right. Saw you post this earlier in the year. Wish I would've paid more attention...ha
    12 Aug 2014, 05:33 PM Reply Like
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