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

To: Sergio H who wrote (48665)	7/10/2012 2:29:21 PM
From: NikhilJog	Read Replies (2) \| Respond to of 78715

Right, however, how much of that M&A market will Lazard going to capture? Something to ponder about. I have not seen them on many recent deals. So just something i wanted to flag out. ofcourse, i have not done any of my own research on it. On BX "Currently rental prices have shot up so the landlord" - you are absolutely correct! However we are investing for the future. How much will they be able to milk of the current uptrend in rental prices, if they just started buying real estate? Also where are they buying and what kind of demand there is? I did not hear them buying rentals in places such as NYC, where you do actually have higher rentals. Again - i have not done research on it, but am playing devils advocate.

To: Sergio H who wrote (48665)	7/10/2012 3:18:16 PM
From: Spekulatius	Respond to of 78715

re AGP - I think the Wellpoint merger was planned before the Healthcare Court decision was made (June 28). I think there was just not enough time between the health care decision and the merger press release - this must have been in the works before the court decision was made, although it may be that the latter sped up the process. In any case, the health insurers will have a hard time to get the pricing right for the 2014 enrollment season, with all those new variables in play. HUM's CEO already said in an interview that 2014 is going to be a difficult year. I expect the longer term impact of the health care law on the private health insurers to be manageable.