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Archive for the '13F' Tag

Icahn scores on El Paso deal…

Monday, October 17th, 2011

Fidelity scores on Caterpillar-Bucyrus M&A…

Tuesday, November 16th, 2010

Yesterday, Bucyrus (BUCY) announced that it was being acquired by Caterpillar (CAT) in a deal valued at $8.6 billion. But far more interesting to us was this 13G that FMR LLC (that’s Fidelity Investments) filed just last week disclosing that it owned 7.17% of Bucyrus’ outstanding shares. By sheer coincidence, yesterday was also the day [...]

Valinor scores on Gymboree deal…

Thursday, October 14th, 2010

After several weeks of rumors, Gymboree (GYMB) announced on Monday that it was being taken private by Bain Capital in a $1.8 billion deal. To be honest, we’ve been a fan of Gymboree ever since baby Soren was born. That’s because unlike a lot of the other clothes out there for baby boys, Gymboree clothes [...]

Some good timing on Bowne…

Thursday, February 25th, 2010

On Tuesday, after the market closed, Bowne & Co. (BNE) announced that it was being acquired by RR Donnelly (RRD) for $481 million, or about $11.50 a share. Given that Bowne stock closed at $6.97 on Tuesday, there were no doubt some smiles on a few investors’ faces over the news. Given this, we decided to [...]

Neuberger Berman scores on Chattem deal

Monday, December 21st, 2009

This morning, the big news in deal-land is that Sanofi-Aventis (SNY) is buying Chattem Inc. (CHTT) for around $1.9 billion or around $93.50 a share. Chattem, known for such brands as Icy-Hot and Gold Bond powder, saw its stock jump over 30% percent this morning since the stock closed at just under $70 on Friday. [...]