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Mergers & Acquisitions

Category: Trade

July 2017 Trade Updates #1

Dramatic changes in my portfolio as I continued to trim non-core positions and add to my core positions. Large concentration risks on two main merger plays now but one of them should be completed within 2 months. SOLD Mobileye, Brocade, Fortress Investments, Moneygram, Brookdale Senior Mobileye: With the annoucement from Israeli Tax Authority and a […]

Merger Trades Update – Jun 2017

SOLD NXP SEMI, VALSPAR NXP SEMI: One regret that I had was that I didn't manage to accumulate a large position in NXP Semiconductor (NXPI). As readers may recall, NXP Semiconductor is being bought over by Qualcomm for $110 in cash per share. The merger is not anticipated to be completed before Q3 but the […]

Merger Trades Update

SOLD INVENSENSE I bought Invense on 1st May after rumors that the company lost some Apple business to a competitor. The news caused Invensense to drop to a low of $12.70. I didn't manage to buy much before the price started to recover and eventually i sold off all my holdings at $12.96 on 10th May for […]

Added INVN and TRCO

Hi it has been a long time since i last updated the blog. Since then, the ChemChina/Syngenta merger had been progressing smoothly regulatory clearance from EU, FTC, China and Mexico respectively in April 2017. On 26th April, ChemChina declared that all conditions for the merger had been met and will proceed to complete the transaction […]

Walgreens-Rite Aid Merger Roller Coaster Analysis

Last Friday on the 20th Jan, many investors were waiting for the FTC to give their final blessings to the long awaited merger between the 2nd and 3rd largest pharmacy chain stores in the U.S., anticipating that the outgoing FTC commissioners would want to give a decision before the Trump administration comes in. But sometimes […]

Sold St Jude Medical – Lucky Break

I sold out my minor position in STJ just before averse news about St Jude recalling some heart devices due to battery problems. The news hit the stock for about 3.5% losses today. I will monitor the situation for a re-entry position if the recall is only a minor blip to the merger with Abbott […]

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