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Jason Knapp

Special Situation Investing News - 9/18/2015

No snazzy intro write-up today, just the best compilation of Special Situation News that you'll find in the world.  Enjoy and have a great weekend!



Air Products & Chemicals Spin Off Materials-Technologies Business

Is The IRS Moratorium On Tax-Free Spins Good News For Net-Lease REITs?

Ominous rumblings from the IRS about Alibaba spinoff leave Yahoo groping for a path forward

W. R. Grace CFO: We're not splitting so we can be acquired

Crunch Time For The Dolans- Altice To Buy Cablevision, AMC Networks May Buy Starz,MSG Spinoff Set

Stifel sees challenges ahead for $MSG media #spinoff

Elliott seeks partner in taking ADP #spinoff CDK Global private

Baxter #spinoff Baxalta executive says will not do defensive M&A

PetroChina's slump seen ignoring value of #pipeline spinoff

HP to eliminate up to 30,000 more jobs as part of #spinoff $HPQ

IRS Raises Red Flag on Real-Estate Spinoffs

Windstream: Negative Impact Of REIT Spinoff $WIN $CSAL



Lasry's Boulevard Acquisition II to raise $350M for acquisition, possible turnaround play

Insider buy at Lindblad Expeditions

Double Eagle Offers Entertainment In Its IPO Announcement

What Will Fox/NatGeo Mean For Lindblad?


Merger Arb:

Starz CEO downplays AMC Network takeover rumors

Kansas City Life Insurance: Offering A 37% Return

Expedia, Orbitz win U.S. approval to merge


Activist Investors:

Down big, 6%+ today. Voce Capital Management writes to Air Methods: “Great business, crummy stock”

Activist Insight Monthly

Flotek: Activist Investor Comes Knocking

Park City Capital letter to ARI Network Services

suggesting $8/share value & requesting a sale

Activist Puts Ethan Allen at $41/Share, Urges Sale or Spinoff

Bill Ackman Is THISCLOSE To Reading The U.S. Government Its Miranda Rights

Can ValueAct Capital Turn Rolls-Royce Into Gold?


Investment Write-Ups:

2 Cheap Cash-Rich Small Banks Paying Dividends - Thrift Conversions

Bronte Capital Raises Further Questions About “The Sun Edison complex”

Vodafone: Enjoy the Dividend While Waiting

Externally Managed REITs Beaten - Perhaps Too Much

Absolute Software Slimming Down Preparing For A Sale

Boston Beer’s Bottled-Up Stock to Bubble Higher

Phillips 66′s Growth Warrants Premium Valuation: Oppenheimer

Health Care REIT Is Dealing Its Way To Good Future Profits 

Looking Past The Obvious To See Why History Will Rhyme: Barnes & Noble Edition


Other Investing News: 

Suzuki buys back 19.9 percent stake held by Volkswagen for $3.8 billion

The downside of the mega beer merger. Sports Seen Having Less Beer Money If AB InBev Buys SABMiller.

AB InBev/SABMiller mega-deal could fuel an overdue round of M&A in China

Interesting cable co. valuation data. Dolans Secure a Rich Price Tag for Cablevision. Altice paid 9.4x Cablevision’s $CVC forward EBITDA. This comp. is rich, but it makes $GHC spinoff $CABO look expensive @ 9.9x trailing.

Syngenta poised to launch sale of veg seeds business

This Sector Will Benefit From Fed’s Call to Stand Pat

AdCare Completes Operations Transfer on Two Facilities and Extends Leases on Eight Additional Facilities

Will Altice Declare War On TV Network Price Increases After It Buys Cablevision? | Deadline

Like I was saying...Beer mega deal would likely miss out on prize China asset

Antero Midstream to acquire water business for $1.05 billion

Bankruptcy Beckons as Troubled Energy Companies Run Out of Gas

Nice to see them monetizing assets. Hertz Sells $100 Million Stake in China Rental Company CAR Inc

The end of deep-sea oil drilling as we know it



Dots Suggest Fed Will Move Slow and Steady

U.S. Congress should give Puerto Rico access to restructuring -Treasury

Breaking: Yellen says most officials see rate rise this year but want time due to low inflation, global concerns

The Fed is reluctant to end stimulus in a time of market turmoil and rising global risk

Markets still don't agree with the Fed

REITs early winners as Fed holds its fire. Like I've been saying, the selloff in REITs has been completely overdone. The risk of higher rates is much lower than most believe.


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