Send me real-time posts from this site at my email
Jason Knapp

Special Situation Investing News - 6/26/2015

Welcome to another edition of the Special Situation Investing News, a compilation of the most interesting and actionable news on special situation investing from across the web.  This is the first edition of the summer and it's a good one if you're a fan of special situation investing like myself.  Hopefully it makes for some great beach / poolside reading.  Enjoy!


Spinoffs


Graham Holdings Continues To Transform, Will Spin Off Cable ONE On July 1

http://www.stockspinoffs.com/2015/06/25/graham-hol...

Forget Stodgy S&P 500 Index Funds, This New ETF is Poised to Crush Them

http://tmfdeej.whotrades.com/blog/43838426315

HP: Two Cheap Stocks for the Price of One

http://online.barrons.com/articles/hp-two-cheap-st...

DuPont Spinoff Chemours Seen As Facing Rocky Start, But Turnaround Could Pay Off

http://www.forbes.com/sites/antoinegara/2015/06/24...

Will Gannett's (GCI) Post Spin-Off Strategy Bear Fruit? - Analyst Blog

http://www.nasdaq.com/article/will-gannetts-gci-po...

Will TopBuild Be A Summer Blockbuster Or This Year’s Gigli? Coming To A Brokerage Account Near You July 1 

http://www.stockspinoffs.com/2015/06/24/will-topbu...

Babcock & Wilcox To Spinoff Boiler Business On July 1, Rebrand As BWX Technologies

http://www.stockspinoffs.com/2015/06/24/babcock-wi...

Yahoo General Counsel Tells Shareholders Company Working With IRS To Complete Alibaba Spinoff In Q4

http://www.stockspinoffs.com/2015/06/24/yahoo-gene...

Gannett sees $150 million buyback for spinoff

http://www.marketwatch.com/story/gannett-sees-150-...

AMD Spin-Off Of Server Chips Could Move The Stock Higher For 2015

http://seekingalpha.com/article/3274525-amd-spin-o...

Capital Southwest - Under Followed Spinoff

http://seekingalpha.com/article/3276075-capital-so...


SPACs


Canadian SPACs ride the lightning – summer 2015

http://www.lexology.com/library/detail.aspx?g=63b2...

This Sponsor Is Ready to Create Another Profitable SPAC for Investors

http://tmfdeej.whotrades.com/blog/43009932221

Levy Acquisition higher after Wedbush buys into the Del Taco story

http://seekingalpha.com/news/2601985-levy-acquisit...

Acasta Enterprises set to raise C$275 million in Toronto IPO

http://www.reuters.com/article/2015/06/25/canada-i...

Capitol Acquisition Corp. II Establishes Date of July 8, 2015 for Special Meeting of Stockholders to Approve Merger with Lindblad Expeditions, Inc.

http://seekingalpha.com/pr/13913015-capitol-acquis...

Should You Get Involved in SPACs?

http://investorplace.com/2015/06/spac-investing/#....

.

NOLs


Digirad: Yielding 5.3%, With 100% Return Potential Over 18-36 Months

http://seekingalpha.com/article/3279735-digirad-yi...

Marketplace Interview With Steven Kiel - The NOL Newsletter

http://seekingalpha.com/article/3280495-marketplac...

The NOL Show, Episode 1: An Introduction To The NOL Newsletter

http://www.valuewalk.com/2015/06/the-nol-show-epis...

.

Odd Lot Tender Offers


Global Sources commences tender offer

http://www.prnewswire.com/news-releases/global-sou...

.

Activist Investors

.

3 Small Bank Stocks With Big Buyout Potential

http://www.nasdaq.com/article/3-small-bank-stocks-...

Is Darden's REIT Announcement A Recipe For Success?

http://www.benzinga.com/news/15/06/5618465/is-dard...

Ackman Raises $1 Billion in Bond Offering

http://www.nytimes.com/2015/06/24/business/dealboo...

Is Now the Time to Jump Into United Rentals?

http://seekingalpha.com/article/3278405-is-now-the...

Activist shareholders increasingly battling biotech executives

https://www.bostonglobe.com/business/2015/06/20/bi...

Activist Hedge Fund Wins in Private as Japan Tobacco Says No

http://www.bloomberg.com/news/articles/2015-06-21/...

'Short selling is an incredibly lonely proposition,' billionaire hedge fund manager Bill Ackman says

http://finance.yahoo.com/news/short-selling-incred...

.

Secondary Offering Selloffs


The Latest Trend in the Stock Market and How to Profit From It

http://tmfdeej.whotrades.com/blog/43689454559

This Unusual REIT's New Acquisition is a Game Changer

http://tmfdeej.whotrades.com/blog/43985135587

Secondary Offerings at MLPs Often Present Fantastic Buying Opportunities

http://tmfdeej.whotrades.com/blog/43080469868

Forget The Underdog, CorEnergy Is A Cinderella Story

http://seekingalpha.com/article/3279445-forget-the...

.

Merger Arb


I Hate Merger Arb, But This One Sure Is Interesting

http://tmfdeej.whotrades.com/blog/43933134990

Williams Partners Is Worth Buying Despite Energy Transfer Equity's Plans

http://seekingalpha.com/article/3285615-williams-p...

Staples merger unlikely after judge blocks Sysco/US Foods union

http://nypost.com/2015/06/24/staples-merger-unlike...

.

Private Equity Liquidations


When Private Equity is Selling Individual Investors Should Be Buying

http://tmfdeej.whotrades.com/blog/43718295400

Noranda Aluminum's Stock is an Easy Double

http://tmfdeej.whotrades.com/blog/43592097734

The Curious Case Of Noranda

http://seekingalpha.com/article/3280075-the-curiou...

.

Miscellaneous 

.

North State Bancorp's Unique Going Private Transaction

http://seekingalpha.com/article/3275165-north-stat...

Why You Should Invest with Managers Who Eat Their Own Cooking

http://www.beyondproxy.com/why-you-should-invest-w...

American Realty Capital Properties: Slow And Steady Is Going To Be The New Tactic

http://seekingalpha.com/article/3281945-american-r...

AdCare Reports Continued Progress in Strategic Transition; Receives HUD Approval for Five Facilities

http://investor.adcarehealth.com/mobile.view?c=196...

Westlake Chemical Partners Takes A Blow From The IRS - There's An Opportunity Here

http://seekingalpha.com/article/3275865-westlake-c...

Is This The World's #1 Pairs Trade?

http://seekingalpha.com/article/3274105-is-this-th...

Warren Buffett's Berkshire Hathaway At ½ Price

http://seekingalpha.com/article/3273125-warren-buf...

Joel Greenblatt's Market Secrets (Intelligent Investing With Steve Forbes)

Thanks for reading. If you have any interesting special situation news that you've seen that isn't mentioned here, please share it in the comments section. Also, if you haven't already, make sure to click on the link at the top of the page to join this new special situation investing community. Doing so will enable you to receive notification when new articles are published here and to share your own ideas. Also, make sure to follow me on Twitter @TMFDeej.

Welcome! Is it your First time here?

What are you looking for? Select your points of interest to improve your first-time experience:

Apply & Continue