CBOT Holdings Inc. (BOT)

All Comments on BOT

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on BOT
    Is this a buy or a sell? Reply
  • commenter
    Zachary
    Scheidt
    Jul 28 02:01 PM
    My Website
    ICE Chairman and CEO Saves Face On CME Deal [view article]
    I found it pretty amazing that the company spent $10.9 million in this endeavor. Still after all that, ICE seems to be on a roll and looking for the next opportunity. I'm impressed with their pricing power and ability to expand their business with or without additional acquisitions. Reply
  • commenter
    Zachary
    Scheidt
    Jun 20 10:39 AM
    My Website
    ICE Lands Russell Contract, Possible Leg Up In CBOT Bidding War [view article]
    ICE has been working very hard to convince BOT to view it as a strong player in the derivatives markets. While I think CME will eventually win the bidding war, this contracts continues to cement ICE's position as a strong stand alone company as well as an attractive takeover candidate Reply
  • commenter
    add_trader
    Jun 19 11:25 PM
    ICE Lands Russell Contract, Possible Leg Up In CBOT Bidding War [view article]
    Sorry...."even if the licensing rates did NOT change."

    ADD Trader
    addtrader.wordpress.co...     Reply
  • commenter
    add_trader
    Jun 19 11:23 PM
    ICE Lands Russell Contract, Possible Leg Up In CBOT Bidding War [view article]
    During the Q&A session today at the Growth Stock conference, Sprecher was asked about the deal they made with Russell. He indicated that it was not so much that they gave Russell a better financial deal, but that Russell was on board with ICE's ability to dramatically improve volumes and better brand the Russell products. The terms will be released soon. Sprecher said that the Russell contract volume had been growing by 30% annually, but he felt ICE could increase that yearly volume even more. More volume means more revenue for Russell even if the licensing rates did change.

    ADD Trader
    addtrader.wordpress.co...     Reply
  • commenter
    Victor J.
    Cook, Jr.
    Jun 18 10:22 AM
    My Website
    CME, ICE Bids for CBOT Expected to Enter Round 3 -- Bloomberg [view article]
    Maybe the Boards of CBOT Holding and CBOT should reconsider their assessment of the ICE offer. See "Exchange Wars: ICE vs. CME" at financial.seekingalpha... for an analysis of the unanticipated consequences of either alternative. Reply
  • commenter
    Steven
    Johnson
    Apr 20 10:35 PM
    Chicago Merc-ICE Bidding War Over CBOT Gets Nasty [view article]
    CME is an awesome Growth stock that some say may be the next Berkshire Hathaway without a Warren Buffett. This stock will continue to have really big growth. A very well run Company. Reply
  • commenter
    lpark
    Mar 30 12:53 PM
    CBOT Takeover Battle: Show The Love [view article]
    The analysis is quite superficial. There was no evidence at all at the two meetings of shareholders of BOT with both CME management and BOT management that there was any "Chicago pride". It was much more about the money and the fit.

    Both CME and BOT are currently very, very involved with technology. Although both maintain floors (as does NYBOT an ICE subsidiary) both are automated to the tune of a very high percent of futures orders (in the 90% area) are electronically executed. This hardly connotes a Luditte membership at either exchange.

    BOT members believe ultimately there are more synergies between BOT and CME. However, they are not idiots. If the spread between the market prices for BOT alone, the ICE proposal and the CME bid remain where they are, it is doubtful either of the two deals will win.

    The CME (in a huff) views ICE as some sort of unworthy foe. The ICE doesn't want to bid against itself. The market continues to say "NO!" to both deals.

    Stay tuned!     Reply
  • commenter
    Sango
    Mar 25 05:23 PM
    My Website
    Chicago Merc-ICE Bidding War Over CBOT Gets Nasty [view article]
    Just a clarification, its NYBOT not NYMEX that ICE acqiured. Reply
  • commenter
    Ron Coleman
    Dec 29 11:24 AM
    A Look At Stock Exchange Stocks [view article]
    As well, I personally own NYX, in interest of full disclosure. Reply
  • commenter
    stocker blog
    Dec 28 11:20 AM
    My Website
    A Look At Stock Exchange Stocks [view article]
    Thanks for your compliments. In the interest of full disclosure, I own shares in NYX. Reply
  • commenter
    Ron Coleman
    Dec 28 10:24 AM
    A Look At Stock Exchange Stocks [view article]
    I am a huge fan of the stock exchange stocks and have been following them for awhile. I think you put a great article together showing the sheer growth in the industry. Thanks for your research, it will be very useful. Reply
  • commenter
    ryah
    hlkiaafs
    Nov 22 11:25 PM
    Exchange Stocks: Beware The Bear [view article]
    Nice note. You should look into the effects of the recent AICPA change on alternative investments. Many endowments are having trouble getting full audits completed as a result of the exotic derivatives and lack of exposure data. This sector reminds me of Soros's reflexivity theory, the AICPA could be the event that changes the underlying bias on these stocks. Reply
  • commenter
    vick van
    nouhuys
    Nov 01 03:32 PM
    Why I'm Long-term Bullish on the Exchanges (NDAQ, CME, NYX) [view article]
    I am struggling to argue with your view and can only hope that short term volatility does'nt spoil the party. Reply
  • commenter
    joe sixpack
    Oct 22 12:55 PM
    My Website
    On the CME-CBOT Merger: Is Chicago the World’s New Risk Manager? [view article]
    CME , CBOT , CBOE , ONE - chicago is the risk manager for some time ... Reply
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