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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: deeno who wrote (17478)	7/30/2003 11:34:13 PM
From: TimbaBear	Read Replies (1) \| Respond to of 79043

Deeno A CD rate is fine but its not the same risk. I never said it was the same risk, I said it was the same from my perspective. You need to be willing to suffer with the orginal company (or take the loss). Well, in my earlier posts about EBSC, I said I was OK with their cash flow and owning them for the cash flow if nothing materialized out of their offer to sell themselves. Whether I would characterize owning the company as "suffering" with them is an open question. I'm not sure what loss you refer to. But maybe you were referring to arbitrage in general and not EBSC in specific? Normally it seems its probably going to happen if the spread is 10%. I'm interested in the deal if its above 15% but leary above 25%. I'm not sure I get what you're saying here. The first part might be you're saying if the spread between the offered price and current market is less than 10%, that that indicates a market confidence in the deal completion, but perhaps you meant something different? The last part I'm not sure what 15% and 25% is referring to. Maybe 15% between bid and market is what you look for and 25% in that spread means too much uncertainty exists about the M&A completing? Pick your deal carefully because ONE downer kills a whole bunch of winners I am very careful these days. Annualized return for smaller positions?? Dont waste your time. There arent enough deals to get a true annualized deal. I guess one would have to define smaller deal. I'm sitting on 37%+ gain in 2+ months on EBSC. That's net gain. It really doesn't matter that much to me if it is only on a few hundred shares or a few hundred thousand (Other than, obviously, I'd be a lot richer with the latter). I sense that you have a lot to say that is hidden behind your using so few words and would like it if you could find a way to expand a bit on what you're saying so I could, perhaps, gain more from your insights. Timba