Search for mergers 41 results found

Airline Mergers…Why They Have Not Been Happening

Bloomberg and all the talking heads have been blabbering about airline mergers for the last few months – the ol’ slap shit together shit squared formula. The main problem for US Air and United CEO’s meeting and closing a deal has been that both CEO’s have been stranded due to cancelled flights and lost baggage.

Mergers…I Miss YOU

It was too good to last I know…I mean mergers are always penciled out by the noodlenecks to be accretive, fantastic for all, 1+1=3. But seriously, the bigger they get, the more ego and the less care is really taken. Things needed to stiop just to get the bankers and CEO’s to stop and at …

Possible Mergers…

Of all people…Rose sent me these :) . Way to go Rose. Add your own ideas to the comments. Investment Tips for 2007: For all of you with any money left, be aware of the next expected mergers so that you can get in on the ground floor and make some BIG bucks. Watch for …

Mergers – AT&T's Circle of Life

A great post with clips and links from Michael Parekh. PS – Mergers are getting bigger and happening more often these days. I don’t expect that to slow down anytime soon. One of the best hedge fund indexes the last year was MergerArb. They had pretty much bored most investors to death the previous 5 …

Mergers and more mergers

The mergers keep coming. Bloomberg is confirming that Alcatel is buying Lucent. This trend will continue and accelerate – telecoms, airline, manufacturing… The internet companies will accelerate their purchases as well over the next 5 years. The weak US dollar that may get help from rising rates – but needs a policy change away from …

BIG FAT MEGA MERGERS – a trend that is early – still!

My e-mail newsletter readers know that I have been calling for mega mergers the last 18 months. I am not sure how to best make money off this trend. My canadian LMD represents a solid merger arbitrage fund with a decent track record against its peers. I think that as long as mergers remain in …

Speaking Of Mergers

Here is a doozy already and it is in Japanese retail, a category I did not mention in my 2006 predictions. From Bloomberg News: Seven & I Offers 238 Bln Yen for Millennium Retailing (Update5) Dec. 26 (Bloomberg) — Seven & I Holdings Co., the world’s largest convenience store operator, offered to buy Millennium Retailing …

Momentum Monday – Weed and Gold?

As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it …

Nasdaq 10,000 – A Break in Aspen

I am having a great time at The Fortune conference in Aspen. I have gotten to see some old friends and make some new friends. Our (Social Leverage) portfolio company WagWalking has a new CEO Hilary Schneider, who I have never met, and we got to meet because she is at the conference. I ran …

EssilorLuxottica ….The ‘FANG’ Of Your Eyes

Yesterday I was blogging about BIG. It’s not just the internet giants that have gotten big. There is a FANG (Facebook, Apple, Netflix, Google) of your eyes. The company is EssilorLuxottica. My favorite read of the weekend was this piece by The Guardian titled ‘The Spectacular Power of Big Lens‘. I know quite a bit …