Wednesday, July 16, 2014

Quick Post on PHH Corp

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The PHH Corporation story is pretty well known at this point.  Before two weeks ago, it operated in two unrelated businesses: mortgage origi...
Saturday, July 5, 2014

CBS Outdoors Americas: Split-Off, Exchange Offer, and a REIT Conversion

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Following up on the REIT conversion theme that is ever so popular this year, there's an interesting exchange offer giving CBS sharehold...
Monday, June 30, 2014

Mid Year 2014 Portfolio Review

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In my year end 2013 portfolio review,  I planned to do this quarterly, but I don't think I'll have enough commentary or trades to gi...
Friday, June 20, 2014

More Thoughts on Civeo Corporation

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I gave an investment pitch at a CFA Society of Chicago roundtable today with a "Value investing in a not-so value world" topic the...
12 comments:
Saturday, June 14, 2014

Cadus Corporation: Flip this House with Icahn

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Cadus Corporation (OTC:KDUS) might be familiar to a few value investors who enjoy having their patience tested.  Cadus is a former drug deve...
8 comments:
Sunday, May 18, 2014

Civeo: a Spinoff and a REIT Conversion

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Oil States International (OIS) is a oil services company that is spinning off its accommodation business, Civeo Corporation , later this mo...
3 comments:
Wednesday, May 7, 2014

News Corp Buys Torstar's Harlequin

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Last Friday, News Corp announced the purchase of Canadian media company Torstar's book business Harlequin , best known as a romance nove...