Tagged: Mergers

Software…Continues to be 'The Place'

Cognos is being taken out by IBM at a nice premium. It looks like somebody leaked this last month. I blogged it and I should have chased it , when I speculated on the software takeover targets. When the market turns again, look for the software leaders to continue their runs. The sector is in …

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 …

Gooit, GooTrade and Apple/Oakley

The always controversial Nicholas Carr has a good spec post on why Google should buy Intuit . Must read. I love this kind of open thinking. I also agree. Lot’s of integration too with the new Google Finance. Along those lines it makes absolute sense for Google to enter the financial world in a big …

Satellite Radio….finally on Wallstrip

There is no reason to cover these obliterated stocks other than “The DEAL”. First their was “The DONALD”. This one has way more hair on it! I have been negative on Satellite radio for …forever. We all knew it was coming and when it arrived…the blogosphere exploded, but the market yawned. Roger Ehrenberg ran Monitor …

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 …