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

To: NikhilJog who wrote (48673)7/10/2012 4:38:47 PM
From: Sergio H  Read Replies (1) | 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.

I haven't a clue as to LAZ' market share, but you heard of the Anheuser-Busch InBev and Grupo Modelo deal?

Or the Walgreens and Alliance Boots deal?

LAZ was involved in both.

And I know you heard of the SLE deal. Yep, Laz was involved in that one too even though you didn't notice.

lazard.com

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?
BX didn't just go into business last week. Some assets are ready to hatch.

online.wsj.com



To: NikhilJog who wrote (48673)12/20/2012 12:23:23 AM
From: Sergio H  Read Replies (1) | Respond to of 78715
 
Nik, and Clownbuck....we had a good discussion on M & A and LAZ as a play in this area. LAZ has underperformed other financial stocks although it hit a new 52 week high. I think that any deal that is forged to prevent fiscal cliff will result in increased M & A activity over the next year. There's a lot of cash that been horded that will be looking for new opportunities.


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