Most investors just love a good buyout story. After all, it’s usually an instant gain in the investment account. Then again, sometimes it is best to stick around after the companies are […]
Warren Buffett Duality: Bracing for a Crash, or Pursuing a Mega-Merger?
Warren Buffett is considered by many market observers to be the ultimate long-term investor. His vast empire within Berkshire Hathaway Inc. (NYSE: BRK-B) is changing after having reached a $1 trillion valuation […]
Honeywell’s Tactical Fade Looks Less Than a Special Situation
Investors love a good turnaround stock from companies which are well-known with a long history of operations and with lots of value to unlock. The problem is that not all turnarounds actually […]
After a 50% Loss, Capri’s Tactical Dilemma vs. Tapestry
The U.S. government currently hates companies merging. The new litmus tests are not just focused on how a merger will affect competition among brands and products for consumers. When Tapestry, Inc. (NYSE: […]
As a CVS “Special Situation” Becomes “Tactical” – Any Room for Walgreens?
CVS Health Corporation (NYSE: CVS) is now a stock that is “in play” for investors who chase the moves of activist investors and the so-called “special situation” investors. The reality is that […]
Tactically Speaking: Intel WITH Qualcomm (Versus AND Qualcomm)?
Investors love a good merger story. Intel Corporation (NASDAQ: INTC) shares surged on Friday on a Wall Street Journal report that Qualcomm Inc. (NASDAQ: QCOM) had made a takeover approach. After pulling […]
Why Many Shareholders Will Not Feel ‘Tactical’ in Nordstrom Buyout
It used to be the case that corporate buyouts were cheered by investors. After too many buyout attempts to easily recall, Nordstrom, Inc. (NYSE: JWN) finally has a buyout offer on the […]
Tactical Bulls: Why Macy’s Isn’t Better Off Standing Alone
Macy’s, Inc. (NYSE: M) is in trouble. Its stock has been up on numerous private buyout reports in the past. None of those have ever come to fruition. And now Macy’s latest […]
Why Nokia Is Still No-Go Even After Infinera
Acquisitions are generally supposed to help corporations expand and grow. In the case of Nokia Oyj (NYSE: NOK), the fresh acquisition of Infinera Corp. (NASDAQ: INFN) for its optical networking solutions and […]