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Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

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Aug 1 5:00 PM EST

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To: bankbuyer who wrote (1712)	6/21/2012 10:21:36 AM
From: thatsnotluck	Read Replies (1) of 1876

<<AVP turnarund .>> i think this one is interesting to. i put in a couple of orders last week (i think it was) that have not filled, so i may miss the fun. i am intrigued by Warren being a participant in the revised Coty bid. my impression is he does not do hostile and he does not negotiate all that much, but also i think people generally would think of BRK as a good home. it would seem AVP could fit within BRK rather than within Coty, and obviously BRK has the resources to just do its normal thing -- buy on open market without paying control premium, patiently, over time, and eventually get control at a nice discount. i think what Coty brings to the table is industry-specific knowledge that might be lacking at BRK, but it doesn't seem any more far fetched than candy or underwear. in any case i would love to see another pop down so i get a fill. i might end up chasing, but not so inclined today. today is a day to move money from MM to bank in preparation for closing on a house very soon.

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