Saturday, February 25, 2017

Tropicana Entertainment: Buyback Plan Ramping, Tender Coming?

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Tropicana Entertainment (TPCA) is the Icahn Enterprises (IEP) controlled regional gaming operator with 8 casinos and related hotels, bars, r...
14 comments:

Actelion: J&J Deal Offers a Free R&D Spinoff

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Catching up a bit here after a busy few weeks, so not breaking any news here, but again I like putting my positions in writing.  I don't...
25 comments:
Wednesday, January 11, 2017

Vistra Energy: Energy Future Holdings Reorg, Discount to Peers, Uplisting

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Another company that recently emerged from bankruptcy is Vistra Energy (VSTE), the unregulated businesses that made up the old TXU/Energy Fu...
10 comments:
Friday, December 30, 2016

Year End 2016 Portfolio Review

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Time to wrap up 2016.  Thank you to all my readers, especially those who have reached out via email or commented on posts, the comment secti...
16 comments:
Friday, November 25, 2016

Hilton Worldwide: Management Co, Hotel REIT, Timeshare Business

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I mention from time-to-time that I co-host a monthly Special Situation Research Forum discussion group sponsored by CFA Society Chicago wher...
18 comments:
Wednesday, November 16, 2016

Resource Capital Corp: Dividend Cut, New Management Simplifying Portfolio

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C-III Capital Partners, led by Andrew Farkas, in September closed on the purchase of Resource America (REXI) which was the external manager ...
4 comments:
Monday, October 3, 2016

Donnelley Financial Solutions: New RRD Spin, Asset-Light, Recurring Revenue

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Donnelley Financial Solutions (DFIN) is one of two fresh spinoffs of RR Donnelley & Sons (RRD) that provides services to help create, ma...
28 comments: