The Deal Sleuth

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Fri Oct 3rd 10:48 AM | Rating: 0 0
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Hedge Fund Tracking: Harbinger Capital (Philip Falcone)

You should not interpret 13F filings too much. They only report long positions. You don't know the short side of the trade. For a fund like Harbinger, the short makes all the difference. CPO, for example, is likely to be merger arb play and will have an offsetting short in BG. So what if they added to CPO at 50+? They probably shorted BG at 110 and locked in the spread.
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Fri Aug 15th 10:35 AM | Rating: 0 0
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An Evaluation of the SEC’s Prohibition on Naked Short Selling

Let me clarify that I am not supporting naked short selling at all.
I am saying in my post that the SEC should implementing Reg SHO, which already bans naked shorting, and that there is no need for duplicate regulation.
The Deal Sleuth
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Wed May 7th 15:58 PM | Rating: 0 0
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Six Air Courier Stocks to Transport Your Portfolio to New Heights

ANS has agreed to be acquired by private equity firm Bayside / H.I.G., so the upside is limited to about 4% at the current price.
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Mon Feb 4th 23:55 PM | Rating: 0 0
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Document Security Systems: New Chairman Has Troubling History

Who is behind the pseudonym Carl Hanratty? Tom Hanks?
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Fri Jan 25th 23:40 PM | Rating: 0 0
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W Holding Company Takes Excessive Hit On Inyx Bankruptcy

Reuters reports today that Semion Mogilevich has been arrested:
www.reuters.com/articl...
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Sun Jan 6th 14:27 PM | Rating: 0 0
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Hedge Funds: If We're Looking at AUM, Let's Also Look at LUM

Ever heard of the concept of Net Asset Value?
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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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