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Sorted by: Date | Top Results
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| 1. |
Re: OT: - bpw/tlb 
This pair has seen some nutty action. Although it's
unusual for an acquisition company to be acquired,
I think this deal will close as expected. Anyone see
a reason for concern with this deal? The...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation
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johnfolsen |
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3-Feb-10 05:40 pm |
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| 2. |
Re: OT: - CLZR
thank goodness. I had my fingers crossed.
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation
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johnfolsen |
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6-Jan-10 01:07 am |
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| 3. |
Re: OT: - ald/arcc
What's ailing this deal, I wonder. Spread is huge.
Anyone have the skinny on this?
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation
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johnfolsen |
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22-Dec-09 12:56 am |
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| 4. |
Re: down hard today
Ultimately, if a bill gets approved concerning restricting
the sale of prescription data, it will not prohibit
it, only add more red tape to the process. In this
scenario (the most...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
IMS Health, Inc. (RX)
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johnfolsen |
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11-Dec-09 01:13 pm |
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| 5. |
Re: OT: - Absolute Return distortions
I was looking to go long utilities, just as a play
on the continued low growth/low interest rate environment.
No put spreads, just long-term calls. Usually, 2 year
ITM...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation
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johnfolsen |
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11-Dec-09 02:06 am |
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| 6. |
Re: OT: - Absolute Return distortions
Seems to me that the popularity of "absolute return"
strategies are creating opportunities for speculators
on the flip side. For example, I was able...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation
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johnfolsen |
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10-Dec-09 03:07 pm |
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| 7. |
Re: OT: - JAVA
Betcha somebody fed the NY Post a line or two.
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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4-Dec-09 02:54 pm |
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| 8. |
Re: OT: - ACS
Thanks for that. Interesting wrinkle. But I agree with
the Deal Prof-- the issue of the payoff to the majority
shareholder is not likely to derail the deal. Given
that there is a huge block...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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18-Nov-09 07:56 pm |
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| 9. |
Re: OT: - ACS
Now this seems to be a large spread for a large, liquid
and likely deal. Just got HSR OK. So, anyone, where
is the risk in this one to justify the spread?
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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18-Nov-09 12:06 pm |
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| 10. |
Re: OT: -COMS
I agree.. probably some drama & delay ahead.
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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12-Nov-09 10:41 pm |
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| 11. |
Re: OT: -COMS
Sweet! I still had a bunch of Jan calls left over from
the Bain blow-up. I was just about to unload them.
Sometimes it pays to be patient.
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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11-Nov-09 10:28 pm |
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| 12. |
Re: OT: PBG & PEP
I don't know the details of this one, but they
should be in the proxy. In GENERAL, mixed cash/ stock
deals will pay the prorated amount of stock if you
select the cash election (because...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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7-Oct-09 01:27 am |
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| 13. |
Re: pjs
IR says PJS will be an obligation of the Information
Tech spinoff. FWIW.
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
First American Corp. (FAF)
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johnfolsen |
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3-Oct-09 04:01 pm |
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| 14. |
pjs
Question for the board: When FAF splits, which part
of FAF is beholden to PJS (the exchange traded senior
debentures)? Anyone know or have a reference?
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
First American Corp. (FAF)
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johnfolsen |
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24-Sep-09 01:17 am |
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| 15. |
Re: OT: CYCL
Hilarious. You can almost hear the exasperation.
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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23-Sep-09 07:02 pm |
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| 16. |
Re: Conf call was nothing
Rollon, I'm with you. Cannot believe how much value
was created here overnight. Cannot believe it's
still trading at 12 and change. When the Q3 earns
come out, maybe then some big money will take not
ice...
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
First Financial Bancorp.
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johnfolsen |
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22-Sep-09 12:46 pm |
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| 17. |
Re: OT: - other strategies
"safe 5% deal"... I see no deal as safe beyond
99.5%, meaning that even the "sure thing"
deals will fail one in 200. If you calculate a risk
adjusted return on most safe 5% deals, you will see
that it...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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21-Sep-09 12:15 pm |
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| 18. |
Re: OT: - other strategies
I have never seen such a prolonged dry spell in risk
arbitrage. Deal quality sucks, and there just is no
"meat on the bones". I think the increased
competition from...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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19-Sep-09 06:34 pm |
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| 19. |
Re: OT: cycl,
I have followed this industry from the 1996 Telecommunications
Act, to the creation of the baby bells and CLECs,
and the eventual restoration of the the Bell monopoly.
IMO, the DOJ and the FCC will work...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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14-Sep-09 06:17 pm |
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| 20. |
Re: OT: CRGN/CLDX
When I read your post, I wondered why I didn't
have this deal on my list. After checking on it, I
can tell you, the situation does not appeal to me.
Here is one microcap buying another for...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Huntsman Corporation (HUN)
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johnfolsen |
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14-Sep-09 02:55 pm |
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