Merger Mania – Busiest Quarter in 2 Years (What Next?)

September 30, 2010

The spark that lighted the fire for the September rally was a combination of oversold signals as well as M&A activity that had investors bidding up stocks in hopes of being the next one to score. How long that will last will be determined on how long the FED keeps rates Read more

AK Steel (AKS) and US Steel (X) in Talks…

March 4, 2010

US Steel (X) to buy AK Steel (AKS)? Maybe, maybe not. But there is a good amount of speculation surroundings the spike in shares and general activity today.

AK Steel (AKS) rode higher as rumors were being passed around Read more

Netflix (NFLX) Ripe for Takeover?

August 25, 2009

(Note: TDIMG portfolios added an initial position of NFLX today…)

Is Microsoft a potential suitor for Netflix? Read on…(not a new idea, but….)zune

If you have been following the recent Xbox progress by Microsoft (MSFT), you may have noticed that Mr. Softy is back looking to takeover your living room. Yes, the idea that a centralized media center, gaming system and communication device is back on the table. Surely you have heard of all this before and much of the idea has also been tried and failed miserably.

So, why is this time any different? Well, if for nothing else, Microsoft needs a win and a big win at that. Most know that the company that revolutionized the personal computer, internet and office technology has been playing a major game of catch up with Google and Apple. That does not sit right with management, and shareholders Read more

TDI Episode 58: Sign of the Times with Andrew+Andrew

May 26, 2008

Special Guest: Andrew Ross Sorkin: Editor, NY Times Dealbook. We discuss the interesting and the not so interesting deals that may be happening and those that may not.

Andrew Ross SorkinAndrew Ross Sorkin is The New York Times’s chief mergers and acquisitions reporter and a columnist. Mr. Sorkin, a leading voice about Wall Street and corporate America, is also the editor of DealBook (nytimes.com/dealbook), an online daily financial report heiTunes Subscribe started in 2001. In addition, Mr. Sorkin is an assistant editor of business and finance news, helping guide and shape the paper’s coverage.

Mr. Sorkin, who has appeared on NBC’s “Today” show and on “Charlie Rose” on PBS, is a frequent guest host of CNBC’s “Squawk Box.” He won a Gerald Loeb Award, the highest honor in business journalism, in 2004 for breaking news. He also won a Society of American Business Editors and Writers Award for breaking news in 2005 and again in 2006. In 2007, the World Economic Forum named him a Young Global Leader.

Mr. Sorkin began writing for The Times in 1995 under unusual circumstances: he hadn’t yet graduated from high school. Mr. Sorkin lives in Manhattan.

Andrew+Andrew discuss Microsoft (MSFT) and Yahoo! (YHOO) as well as Amazon (AMZN), the airlines (JBLU) and everything that is on top of the merger and deal discussions of the past several weeks.

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Stocks from The ZachZone: Genco Shipping & Trading Limited (GNK), TBS International Limited (TBSI) , Hughes Communications Inc. (HUGH), Safe Bulkers Inc. (SB)

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If you are looking for the Indications of Interest Survey, click here.

Also, Andrew’s audiobook is finally out and you can download directly from audible.com or iTunes.

Looking for the BESPy Awards? Click Here

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Try GotoMeeting free for 30 days! For this special offer, visit www.gotomeeting.com/podcast

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Hey Yahoo! – Microsoft is now MaxiHARD

May 4, 2008

Is it over? Maybe not….Maybe this is part of a bigger plan…

Microsoft may be actually pulling the plug on the Yahoo! deal as a form of intimidation. It is a risky play, but perhaps it is a strategy that is sort of a “See what happens to your shares if we pull out” strategy by Balmer and Microsoft. Yahoo! shareholders are going to be angry, that is for sure. But, what if that is exactly what Balmer wants? What if this is the Maxihard-ball that we were expecting from Balmer and Friends?

It has been a weird few months of this already. After coming to Yahoo! (YHOO) with a surprise takeover offer, Microsoft’s Steve Balmer “patiently” waited for Jerry Yang to come to his senses. Who is Yang kidding anyway? While Yahoo! is the #1 trafficked site, the company has done a lousy job at creating shareholder value. Sure, the integration of the two companies was going to Read more

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