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jbzw

jbzw
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  • On Babies And Bathwater [View article]
    Chris, that is why I have sold my ODP and moved on.
    Aug 30, 2015. 01:35 PM | Likes Like |Link to Comment
  • Safe 10% Annual Return With AGL Resources [View instapost]
    Glad to see the reviewing agencies do not include D.C.
    Aug 28, 2015. 08:48 PM | 1 Like Like |Link to Comment
  • Magnetek Is Going Up [View article]
    HIG is on the move with unconfirmed takeout offer.
    Aug 13, 2015. 11:12 AM | Likes Like |Link to Comment
  • 17% Annual Return From Martha Stewart [View article]
    Thanks, I always prefer cash. Otherwise, you are simply getting the opportunity to obtain the acquirer's stock at a possible discount which may or may not occur at closing.
    Aug 12, 2015. 07:53 PM | 1 Like Like |Link to Comment
  • Merger Arbitrage Blog- Part Three [View instapost]
    Mara_Sarena, I am out of my ODP position. Google "Staples Obamacare" and you may get more information why this deal may not obtain government approval.
    Aug 12, 2015. 07:22 PM | Likes Like |Link to Comment
  • 6% Yield From Intel's Deal With Altera [View article]
    Jbshap, since the deal is expected to close by the end of the first quarter of 2016, or shortly thereafter, the annualized return is even larger. Good luck .
    Aug 12, 2015. 10:51 AM | Likes Like |Link to Comment
  • 17% Annual Return From Martha Stewart [View article]
    Chris, is there an odd lot or share limit which would ensure cash rather than stock? Thanks.
    Aug 12, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • 6% Yield From Intel's Deal With Altera [View article]
    I re-entered ALTR today in my traditional IRA and will convert it in kind to my Roth. I will be taxed on the conversion, but the return to closure of the deal next spring will provide about a 9% tax free gain in my Roth, more if annualized. I have added this approach to my practice of converting bonds in kind from my traditional IRAs to my Roths just before interest is paid so that the interest passes tax free. Can't believe tax law was my least favored class many moons ago. Its not what you make, but what you keep.
    Aug 11, 2015. 08:54 PM | 1 Like Like |Link to Comment
  • AerCap Holdings: Undervalued And Underfollowed Gem Still Worth Holding [View article]
    I own it as well. Down today on general market and I plan on adding more. Thanks for your take.
    Aug 11, 2015. 01:16 PM | Likes Like |Link to Comment
  • What Is A Vote Worth? [View instapost]
    Chris, is it time to add more GTN? I like this one and it has fallen with other media issues today?
    Aug 6, 2015. 08:34 PM | 1 Like Like |Link to Comment
  • Baxalta - A Rare Opportunity In Rare Diseases [View article]
    I am not concerned about the strong corporate moat that BXLT has in place. Indeed, I like it. My reasoning is that BXLT seems to be a company with good potential. As a result, I would not be adverse to holding it if there is no deal. Unsuccessful buyout offers of good companies often raise the price. On the other hand, Shire will have to better its offer more than a tad to get a voluntary deal done. I am on board with a light position.
    Aug 5, 2015. 08:32 PM | 3 Likes Like |Link to Comment
  • Where A ā€œDā€ Success Rate Pays The Bills [View instapost]
    Ted Williams only hit.400. Also, they don't measure risk/rewards the way you do. I would hazard a guess that a lot of folks give you all As. Keep the hits coming.
    Aug 2, 2015. 07:07 PM | 1 Like Like |Link to Comment
  • Magnetek Is Going Up [View article]
    My thoughts include Juniper (JNPR) and Hartford Financial (HIG). What ideas do other members have? Thanks.
    Jul 29, 2015. 05:38 PM | Likes Like |Link to Comment
  • Magnetek Is Going Up [View instapost]
    Thanks for the update on this excellent idea you posted on the StW site less than two months ago. Looking forward to the next one available only to StW members.
    Jul 27, 2015. 05:10 PM | 1 Like Like |Link to Comment
  • Energy, healthcare, BDCs, mREITs underperforming today [View news story]
    Maybe you are simply being given back some of your own money. I love higher yield,but not at the cost of the assets declining. To try and obtain a better understanding of why the downdrafts are occuring, you may want to read some of Tack's recent postings in various comments. Current happenings are not normal and some caution needs to be applied. Good luck and success to all of us.
    Jul 25, 2015. 12:47 PM | Likes Like |Link to Comment
COMMENTS STATS
962 Comments
540 Likes