Aspen Board Right To Turn Down Endurance’s Offer
Article By:
David Trainer
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Wednesday, April 16, 2014 5:15 AM EDT
Endurance Specialty Holdings (ENH) made a $3.2 billion takeover bid for Aspen Insurance Holdings (AHL) on Monday. After months of fruitless negotiations, ENH attempted to bypass AHL’s management and reach out to shareholders directly. We think ENH’s offer undervalues the stock.
Twitter Buys Long-Time Partner Gnip, A Social Data Company
Article By:
Shelly Palmer
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Tuesday, April 15, 2014 12:52 PM EDT
After a longstanding relationship with the company, Twitter has decided to acquire Gnip, “a leading provider of social data.”
In this article: TWTR
Scandals At Drug Companies, Russian Plays, Chinese Grandma Stocks
Article By:
Vivian Lewis
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Tuesday, April 8, 2014 6:54 AM EDT
The first will doubtless feature the global economy's dependency on exceptionally low interest rates. Britain and the US have only been able to revert to their trend rate of growth through looser and looser monetary policy.
In this article: RUS.L, GSK, SBS, 9984.TSE, MNGGF, MXCHF, PDYPF, TCEHY, QCOR, TEVA, YNDX, CGEN, MNK, FBASF, CAMK.L
6 Reasons US M&A Activity Will See Strong Growth This Year
Article By:
Sober Look
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Wednesday, April 2, 2014 5:58 AM EDT
US M&A activity is picking up steam. Deal volume in the first quarter of this year was the highest since 2007 (in dollar terms). The total of $278bn of transactions includes high profile deals such as Time Warner, Forest Laboratories, and WhatsApp.
Facebook Should Have Purchased GT Nexus And Move Supply-Chains To The Cloud
Article By:
Marc Courtenay
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Wednesday, March 26, 2014 2:08 PM EDT
What was Facebook thinking when it paid $2 billion for virtual reality company Oculus VR, when it could have offered to buy a company like GT Nexus and built some real value into its repertoire.
In this article: FB
Will The Backlash Against Facebook Be The Doom Of Its Acquisition Spree?
Article By:
Tyler Durden
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Wednesday, March 26, 2014 12:33 PM EDT
Spending your inordinately over-valued 'currency' on an ever-reaching (and increasingly over-valued) portfolio of dreams may have been the stuff of expanding multiples and social media stock-lovers; but for the creator of Minecraft (among the world's most popular games), Facebook's move to buy Oculus was the last straw.
In this article: FB
50% Profit Growth And Historical Realities
Article By:
Lance Roberts
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Tuesday, March 4, 2014 1:59 PM EDT
As the markets push once again into record territory the question of valuations becomes ever more important. While valuations are a poor timing tool in the short term for investors, in the long run valuation levels have everything to do with future returns.
I Am Out Of Tune With These Times
Article By:
Bronte-Capital
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Friday, February 21, 2014 12:00 AM EDT
At core I am an old-fashioned value investor. Maybe a growth-orientated one - but the valuation has to make sense on fairly modest assumptions before I get excited.
2013 Deal Valuations Reach All Time Highs; What’s In Store For 2014?
Article By:
John Slater
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Friday, February 14, 2014 5:53 PM EDT
Last March we predicted that middle market business sale values in 2013 could reach all-time high levels. Recent data from Pitchbook confirms that was in fact the case.
Emerging Market Insanity: Bought PVD For Peanuts
Article By:
Dr. Paul Price
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Monday, January 27, 2014 8:35 AM EDT
Last week's panic in EM ETFs and shares made for great prices on high-quality stocks.
Here's how my Friday trading went with a blue-chip holding.
In this article: PVD
No Growth In Global M&A Activity In 2013
Article By:
Sober Look
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Monday, January 6, 2014 7:42 PM EDT
2013 saw the first annual decline in global mergers and acquisitions (M&A) activity since the financial crisis.
Wrapped Up 2013 With A Flourish
Article By:
Dr. Paul Price
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Tuesday, December 31, 2013 5:19 PM EDT
The DJIA, S&P 500 and virtual stock portfolio all closed at yearly highs.
Morning Reads
Article By:
TalkMarkets DailyTalk
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Monday, October 28, 2013 10:14 AM EDT
Our recommended headlines from around the web.