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Strategies & Market Trends
Arbitrage Plays
An SI Board Since May 1999
Posts SubjectMarks Bans
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Emcee:  Michael Burry Type:  Unmoderated
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276Yes, TRGA deal relative attractiveness depends on LEON sh. price, with attractivPaul Senior-1/8/2001
275Paul, I have NFF on my watch list. I think the spread could be better, but agreAllen Furlan-1/5/2001
274Anybody here looking at NFF? It's being bought by United Rental for .18 shPaul Senior-1/4/2001
273Closed my WCOM/ICIX position today at a small profit. Believe WCOM fall increasKeith J-11/1/2000
272Allen, my guess is with the drop in EXDS and GBLX stock prices and the whole dotKeith J-10/26/2000
271Paul, re CG. NI average for 29 days is 24.32, therefore you only get about 3.04Allen Furlan-10/26/2000
270Keith, I like this one too. Need to get some cash out of CG first. Do you thinAllen Furlan-10/26/2000
269Shorted WCOM this morning at 22 13/16 (unbelievable that it's this low), andKeith J-10/26/2000
268I did some research into this idea. There was a bill to prohibit tax-free exchaDavid Lee Smith-10/24/2000
267Allen, I'm not sure I follow you. Buy PUTS on which side? The acquirer or tMark Ivan-10/24/2000
266Mark, I agree on the need to hedge against market swings. Sometimes buying a puAllen Furlan-10/23/2000
265Allen, You are correct of course. If the deal is a no-go, you can lose BIG. AndMark Ivan-10/23/2000
264Mark, selling pcl may not provide you protection. The risk in this deal is a noAllen Furlan-10/23/2000
263Yea, the news dissappeared. Is the deal still on?David Lee Smith-10/23/2000
262David, I just looked at this real quick; You'd get $34.25 for $27 on the ARMark Ivan-10/23/2000
261You get 1.37 shares of PCL that sells for $24 15/16 for each share of TGP that sDavid Lee Smith-10/22/2000
260Anyone have an opinion on the JWG/FTU deal? biz.yahoo.comStewart Whitman-10/19/2000
259The best current arb. play is the GNET INSP deal. INSP is already been hammered,synnful1-10/10/2000
258Paul, re cg. I believe you are correct, ie cg stock will rise over next severalAllen Furlan-10/8/2000
257Allen, TGP looks good to me. PCL has come down and has brought TGP down also (iPaul Senior-10/8/2000
256Paul, I agree with you on the high risk of fj by gp. What do you think of tgp bAllen Furlan-10/6/2000
255Now that pms is ynd how are we going to follow progress? I have stock with an OAllen Furlan-9/29/2000
254I questioned whether DIGX was worth as much a Mr. Market thought it was, and I aMadharry-9/27/2000
253Armin. ICIX. I'm certainly dismayed at how that deal is turning out - or nPaul Senior-9/27/2000
252Paul what is your position now on ICIX and the worldcom deal. are you adding to Madharry-9/27/2000
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