kagame

An Opportunity to Profit from Focus Media / Sina Transaction

Absurd to think they would keep the shares. Also, the price of FMCN dropped the most dramatically AFTER the merger was announced. It had a stronger than expected quarter and gave decent guidance, things are improving for the company.

I would think FMCN is worth more without a merger, the uncertainty involved is holding the price down to near cash value. Remember FMCN has no debt, a ton of cash on hand, and assets such as ALLYES whose values are as of yet ignored by the market. Assuming some (even small or slow) global recovery is in effect and the Chinese economic stimulus is as good as it sounds, this is an absurdly cheap stock.

Especially after the afternoon sell off to $7, where we hit strong support.

Apple, Research in Motion and Google - the Holy Trio of the Nasdaq

Ridiculous amount of baseless statements made from every angle with regard to RIMM's upcoming earnings.

I would assume, in this bull rally, the author is correct.

A Socratic Dialogue: Fearing the Collapse of U.S. Treasury Bond Prices

wow way too much bashing

if you dont like this type of article, go read the 50 other new ones on the topic with a more standard less thought intensive format

this guy is a political economy professor at berkley. it makes sense for him to write this article.

i found it entertaining and thought provoking

Violent Trade: The Merger Arb Trade Opportunity of the Year

Puts on FMCN will also count as puts on the SINA shares post merger. Just a wrinkle in an otherwise excellent strategy.

Sina.com: China’s Largest Internet Portal Breaks Out

Also to consider, the merger with FMCN.

Earnings Preview for Week of June 1-5

SNDA, with its recent runup due to speculation AION will be a massive hit game, will likely sell off regardless of their earnings, unless their guidance is absurdly positive. Also, there is the issue of the IPO of the gaming unit and creation of a holding company to consider.

Where's the Tech?

Might check out PWRD as it is cheaper than SNDA. SNDA just had a huge move and historically experiences massive price volatility after big moves. Also, there was no actual earnings data that caused Shanda's recent runup, it was all due to speculation they may have a hit game on their hands. Possibly either hype or a case of buy on the rumor and sell on the news.

Five Cash-Rich Companies Worth a Look

Anyone have any insight as to why FMCN isnt trading at the $10 a share it is worth in SINA shares alone, not even to count the stub FMCN company that will remain in existence with 50% of the companies assets and a quarter to a third of its revenue?

Even if there is a 25% risk of the merger not going through I would think that FMCN should trade at or near $10.

Cramer's Lightning Round - Daktronics Down in the Dumps (4/7/09)

Yeah FMCN is reallly risky here near its 52 wk low, with a pending merger making it worth double its current price.

Especially compared to when it was trading at absurdly high multiples and about to crash.

Cramer is such a joke with these weak calls.

15 'Bathwater Babies' and 20 'Dogs with Fleas' for the Week

This is beyond subjective. SINA for example is rallying off of 52wk lows that occurred do to its upcoming merger with FMCN.

How is any of that reflected in a rating of "E"

Worthless articles.

When America Ruled the World (Part 2)

There was a candidate in the Presidential election who represented a different class of politician, and he was snubbed by the media and his own party.

There were plenty of Americans that agreed with him, they just were unable to overpower the mindless nature of the followers of common sources of information. Most of them probably learned about this candidate, as I did, on the web.

The internet is my only hope for a real political future for this country. The republic has failed.

There's Still Hope for Focus Media After Sina Acquisition

So apparently the merger shares would count against options.

So the simply play here is long FMCN, write calls. I would short SINA but its rallying harder than FMCN, there is no correlation there right now.

Why is the marker so irrational about this? Theres plenty of info out there that should allow people/funds/hedgies to buy on this misvaluation.

Focus Media / Sina Transaction: Think Outside the Box to Make Profits

Allyes will be part of the stub, and will IPO for a huge profit for FMCN. FMCN is currently valued at less then the value of the SINA shares one will recieve for holding FMCN.

And you want to short it? Short a stock already at zero?

Stop obsessing over accounting.

Sina Can't Catch a Break, Even After Focus Media Deal

FMCN valuation is just bonkers right now. Post deal the residual company is priced into the stock for $0 right now. Big fat goose egg.

Thats free money for FMCN longs. SINA just needs to not collapse post CC and I'm loading up FMCN, and may go short SINA also.

Excel Maritime Carriers: Set Up To Excel

I am so glad I didnt see this article until just now. DSX all the way baby!

ROTFL @ fate