June 2010

Obstacles to Growth for U.S. Fast Food Companies

by Glenn Busch June 30, 2010
Thumbnail image for Obstacles to Growth for U.S. Fast Food Companies

What are the major obstacles to growth facing U.S. fast food companies? What U.S. fast food companies are doing to avoid these obstacles and which U.S. fast food companies should investors avoid?

[Read the full article...]

Fallen Angels Report: Buying Swiss Quality At A Big Discount

by Gabriel Wisdom June 16, 2010
Thumbnail image for Fallen Angels Report: Buying Swiss Quality At A Big Discount

Gabriel Wisdom’s guest post on Forbes’ Great Speculations blog. Why the Swiss Helvetia Closed-End Fund (SWZ) is a Fallen Angel.

[Read the full article...]

Will China Security & Surveillance Technology’s (CSR) New Stock Offering Solve Its Debt Problems?

by Glenn Busch June 15, 2010
Thumbnail image for Will China Security & Surveillance Technology’s (CSR) New Stock Offering Solve Its Debt Problems?

Will China Security & Surveillance Technology (CSR) new stock offering help them avoid defaulting on their debt to Citadel Equity Fund Ltd?

[Read the full article...]

Key Relationship, U.S. Dollar Strength and the S&P 500

by Glenn Busch June 8, 2010
Thumbnail image for Key Relationship, U.S. Dollar Strength and the S&P 500

A chart on one of the key relationships in the U.S. stock market, the US Dollar and the S&P 500. Also, the full speech by Marc Faber at the Ludwig Von Mises Institute.

[Read the full article...]

Merger Arbitrage: Healthronics (HTRN)

by Glenn Busch June 4, 2010
Thumbnail image for Merger Arbitrage: Healthronics (HTRN)

Endo Pharmaceuticals (ENDP) announced a cash tender offer for the outstanding shares of Healthronic (HTRN) at $4.85 per share. Is the merger spread large enough to compensate for the risk in this merger arbitrage trade?

[Read the full article...]

13F Comparison: Seth Klarman and Baupost Group

by Glenn Busch June 3, 2010
Thumbnail image for 13F Comparison: Seth Klarman and Baupost Group

A portfolio update for the hedge fund Baupost Group using their lastest 13F SEC filing. Baupost Group is home to Seth Klarman author of the famous value investing book “Margin of Safety”.

[Read the full article...]

Recapitalization of Fidelity National Information Services (FIS)

by Glenn Busch June 1, 2010
Thumbnail image for Recapitalization of Fidelity National Information Services (FIS)

Event driven investing. Does the recapitalization of Fidelity National Information Services (FIS) unlock an under-valued company creating a long-term investment or should it be treated as a short-term trade?

[Read the full article...]