TMFDeej’s Activity

Fri Sep 23

Blog Post

TMFDeej added a blog post. 9:33 AM

Is a Turnaround Really in the Works at PICO Holdings?

I read lots of articles about investment ideas, particularly ones about special situations and undervalued small cap stocks.  Inevitably, there's always a few companies who pop up in articles year, after year, after year. [more]

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 9:27 AM

Is a Turnaround in the Works at PICO Holdings

I read lots of articles about investment ideas, particularly ones about special situations and undervalued small cap stocks. Inevitably, there's always a few companies who pop up in articles year, after year, after year. After a while, I grow [more]

Thu Sep 22

Blog Post

TMFDeej added a blog post. 9:31 AM

Multiple Expansion Could Lead to Big Gains at MGM

I've been paying a lot of attention to the activity of the activist investor Jonathan Litt and his firm Land & Buildings lately because they are involved with two companies that I have a decent sized position in, Northstar [more]

CAPS Outperform Pitch

TMFDeej wrote about MGM Resorts International (MGM) . 9:30 AM

MGM Outperform

I've been paying a lot of attention to the activity of the activist investor Jonathan Litt and his firm Land & Buildings lately because they are involved with two companies that I have a decent sized position in, Northstar Asset Management [more]

Caps Pick

TMFDeej made a pick in CAPS. 9:30 AM

MGM Resorts International (MGM) will Outperform the S&P 500
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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 9:28 AM

Land and Buildings Calls on MGM Resorts’ Board

I've been paying a lot of attention to the activity of the activist investor Jonathan Litt and his firm Land & Buildings lately because they are involved with two companies that I have a decent sized position in, Northstar Asset Management [more]

Wed Sep 21

Blog Post

TMFDeej added a blog post. 9:46 AM

There's a Reason This Guy is So Rich

If you're talking about a company associated with John Malone, chances are that it was or is going to be a special situation investment.  Malone employs all sorts of tricks and trinkets to pump up the value of his stocks. [more]

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 9:44 AM

Time For Investors To Start Shopping At QVC?

If you're talking about a company associated with John Malone, chances are that it was or is going to be a special situation investment. Malone employs all sorts of tricks and trinkets to pump up the value of his stocks. As I always say, [more]

Tue Sep 20

Blog Post

TMFDeej added a blog post. 11:41 AM

Holy Contingent Value Rights Batman

Contingent Value Rights (CVR) are an interesting type of special situation.  They are usually used in mergers to convince shareholders companies, particularly pharmaceutical companies, to agree to a buyout.  They are [more]

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 11:39 AM

Holy Contingent Value Rights Batman

Contingent Value Rights (CVR) are an interesting type of special situation. They are usually used in mergers to convince shareholders companies, particularly pharmaceutical companies, to agree to a buyout. They are enticing to shareholders because [more]

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 9:51 AM

Meg Whitman Divides and Conquers at HPE

If you like spinoffs, then Hewlett-Packard is a company to keep an eye on. This week's Barron's has an article on HP that details how it has been spinning off its less profitable divisions to focus on its best products.

Meg [more]

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Boards Post

TMFDeej replied to the Special OpsS: NorthStar Asset board. 9:23 AM

Re: 10% Owner MSD Comes Out Against Deal

The "Nays" for this deal seem to be gaining a lot of momentum. It's getting to the point where I wouldn't be surprised if it actually fell apart. To be honest, I haven't decided yet but I'm not a huge fan of the deal either. [more]

Mon Sep 19

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 9:37 AM

Demutualization at Webster City Federal Bancorp

Demutualizations aka Thrift Conversions are the quintessential special situation investment. Here's a new write-up from someone over on Seeking Alpha about a recent second step conversion that they believe has significant [more]

Fri Sep 16

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 11:17 AM

Delivering Alpha Best Ideas-- The Activists

Here's an interesting forty minute CNBC video that highlights the best special situation ideas presented by activist investors at the recent Delivering Alpha conference. It features big names like Keith Meister, Tom Sandell and Jeffrey Smith. [more]

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 9:13 AM

Why IPO & new board are ‘exciting’ for Cars.com

Here's another industry article on the upcoming Cars.com spinoff. As a jaded industry veteran, I personally have a tough time getting excited about any public automotive website or buying service, but who knows. It [more]

Thu Sep 15

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Boards Post

TMFDeej posted to the Special OpsS: NorthStar Asset board. 3:39 PM

Colony NorthStar: World-Class Platform Or A Dog

Here's yet another opinion on the NSAM / NRF / Colonoy merger from SA:

Colony NorthStar: A World-Class Platform Or A Dog's Breakfast?

Summary

- The proposed merger offers a reasonable path to 35%
[more]

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Boards Post

TMFDeej posted to the Special Ops: Stocks to Watch board. 10:34 AM

Pershing Square Activates Chipotle’s Recovery

Here's a link to the always interesting Barron's 13D column, featuring the aforementioned Ackmann Chipotle story.

Pershing Square Activates Chipotle’s Brand Recovery

Plus changes in investors’ holdings of Ashford
[more]

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Boards Post

TMFDeej posted to the Special OpsS: Ensign Group board. 9:41 AM

Some Indigestion, But Expect a Quick Comeback

Here's an update on the latest happenings at Ensign from an author over at Seeking Alpha for anyone who still owns it.

Ensign Group - Some Acquisition-Related Indigestion, But Expect A Quick Comeback

Summary

-
[more]

Wed Sep 14

CAPS Outperform Pitch

TMFDeej wrote about Wells Fargo (WFC) . 4:02 PM

WFC Outperform

Taking advantage of the headlines to scoop up some of this quality bank.

Caps Pick

TMFDeej made a pick in CAPS. 4:02 PM

Wells Fargo (WFC) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.13
Player Rank 650 out of 74869
Score 4679.31
Score Change Today +5.93
Accuracy 61.09%
Active Picks 8
Total Picks 3924
Best Pick TBSI (+358.48)
Worst Pick ABAT (-224.62)
Average Score per Pick 1.19
Charms Earned 12
Highest Rated Favorite constructive
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool Home Fool
Board Posts 6063
Recs Received 6629
People who have rec'd these posts 918
Recs to Posts Ratio (last 30 days) 1.30
Threads Started 4031
Threads Started Percentage 66.49 %
Most Frequent Board Special Ops: Stocks to Watch
Very First Post A HGS: Montpelier Re post. (6/25/2006)
Percentage of Posts Rec'd 46.71 %
Show TMFDeej’s 10 Latest Posts