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Jason Knapp

Special Situation Investing News - 7/17/2015

It's Friday.  That means it's time for another edition of the amazing Special Situation Investing News.  Technology is amazing.  At various points this summer I will be reporting on special situations from my cabin in Medicine Bow National Forest, Wyoming.  I remember years ago when it didn't even have a telephone, now I can access news from all over the globe while sitting in the middle of the woods.  It's really mind-boggling if one thinks about it. Without further adieu, here's the the news.  Enjoy!


Yum dismisses activist investors’ urge to spin off China business

Hertz +18% Hertz Completes Financial Restatement; Provides 2015 Business Outlook

Is It A Dog? A Diamond In The Rough? Wall Street Weighs In On DuPont’s Chemours Spinoff

DuPont Spinoff Chemours Seen Testing Dividend Pledge

PlentyOfFish Bolsters IACI's Match Group for Enticing Spin-Off

spinoff Barnes & Noble Education final prospectus

files form 10 for skilled nursing spinco Care Capital Properties

PayPal to join S&P 500, replace eBay in S&P 100

Needham & Company Reiterates Buy on JDS Uniphase (JDSU) Ahead of Lumentum Spin Off

Computer Sciences (CSC) Files Form 10 For Expected Spin-Off

Talk about a crummy spinoff. FBR Capital Maintains an Underperform Rating on Knowles Corp.

IACI: The Match Group Spin-Off Preliminary Bullish Thesis

TriMas Spinoff Plans On Broadening Horizon Via M&A

The Hows and Whys Behind Spinoffs Such Deals Can Unlock Value for Investors, but They Offer Little Margin for Error

Sears just sold its last asset that had any real value. Trouble ahead?

Where Fortress is Taking its Pure-Play Senior Housing REIT Next


Activist Investors

Release the Kraken! Activist Investors May Finally Unlock the Hidden Value at LSB Industries

Successful Activist Investor Starboard Value Announces Position in Macy's

Once Again Bill Ackman Pitches Fannie & Freddie

Monetizing Real Estate: A Fund Favorite at Delivering Alpha

Precision Castparts: Underrated Activist Owned Stock

Remy International Sale To BorgWarner A Quiet Win For Activist Fund H Partners

Activist Sandell Not The Only Hedge Fund In Ethan Allen

Investment Firm Oxford Park Buys More Than 5% Stake in Extendicare

AGCO: Quiet Activist Targets A Quiet Company

Delivering Alpha: In 'golden age' for activists, 12 firms to watch

Charles Frischer Discloses Activist Stake in Newcastle

Pacer International And Becker Darpkin [case study]

Pentair: Activist Investor Nelson Peltz Pushes For Consolidation

Activists descend on Internap, pressure sale amid data-center consolidation

Blue Harbour Eyes

, Discovery Stirs Up Internap Plus eight other SEC filings by big investors.



Special Situation Revisited: Nomad Foods Resumes Trading, Enabling Investors to Hop on This Potential Compounding Machine



Change is Good. It Often Creates Temporary Gaps Between Price & Value That Can Be Profited From


Whale Watching

The Fall of a Super Investor and What Can Be Done to Right the Ship

Delivering Alpha Conference Notes: Richard Perry, Eric Mindich, Bill Ackman, Nelson Peltz, Jeff Smith & More

Horizon Kinetics Q2 Letter to Investors

Greenwood Investors Second Quarter Letter to Investors

Cable Car Capital Q2 Letter to Investors

Up 482% and having never lost money, this hedge fund now likes energy and Cayman beaches

Who's right on Netflix: Goldman Sachs or David Einhorn?

Investing legend Gabelli bullish on media firm »

Martin Franklin Adds 2 More Deals to a Long List

Sell In May And Go Away Might Just Work For Whitney Tilson



ALJ Regional Holdings: A Nice Acquisition, But Don't Expect Any More


Thrift Conversions aka Demutualizations

Oconee Federal Financial - Well Capitalized And Profitable Bank Trading At A Large Discount To Intrinsic Value


Undervalued REITs

CorEnergy Executes The Most Accretive REIT Transaction Of 2015


Economics / Markets

China Market a Bad Casino, Hedge Fund Managers Say

Meredith Whitney was Right - Just way too Early

Don't always agree with Krugman, but he's spot on about Fed. Fed Is Going to Be Wrong When It Eventually Raises Rates

Twitter takeover hoax: How did it happen?

China’s $23B Micron bid is far too low to succeed

Another oldie value investors' stock

is going private @ $3.25/share +19%

Big Investors Are Holding the Highest Amount of Cash Since Lehman's Collapse

Too Much Debt + Too Little Cash = Most Distressed Pain Since ’08

Coal is a sick dragon, and the bond market wields a heavy sword


Miscellaneous Write-ups

Noranda - Preview Of Second Quarter And Liquidity

Noranda Aluminum - Risky Bet With Significant Potential Returns

Win a Free Copy of the Greatest Book on Investing Ever Written

There Is At Least One More Puff In This Cigar

What the heck is wrong with Global Power Equipment Group

Deep Down, Inc. - Liquidation And Shareholders Win, Operations And Shareholders Lose

REIT Preferred Arbitrage With RAIT Financial

I Found NTELOS In The Liquidation Bin: A Misplaced Stock With 30%+ Upside

Meet The Mastermind Behind This REIT Merger

So much for this former special situation: Sabine Oil & Gas files for bankruptcy

& are special situations from the past. Interesting picks. I always enjoy this feature from BNN

Essex Rental: After More Heavy Lifting, I'm Still Bullish

Spirit AeroSystems: A Buyout In The Making

The Value Opportunity In Low P/FFO REITs

CafePress co-founder Durham tries to return online retailer to its roots

EnviroStar: Clean Up Your Portfolio With This Name

Sam Zell’s Equity Commonwealth Is a Bargain

A Cheap Way to Play the Global Travel Boom

SunEdison Semiconductor - My Best Idea For The Rest Of 2015

Thanks for reading. While this is a ton of news, I'm sure that there are some interesting things that I have missed. If you've seen one, please share it in the comments section. My goal in creating the Special Situation Investing Community was to create a free place on the web where like-minded individuals who love this style of investing like I do can come to discuss it and share ideas. So please, comment, comment, comment. The more dialog we have and ideas we have floating around the better it is for everyone.

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.

Have a great weekend!

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