Comments on: Special Situations Real Money Portfolio – October 2008

By: Special Situations Real Money Portfolio November 2008 Update

Special Situations Real Money Portfolio November 2008 Update — Tue, 02 Dec 2008 13:54:16 +0000

[...] able to end the month with an account balance of $17,914.97. That’s down only 3.2% since October. My return since the beginning of the year is still a positive 12.32% as of the market close on [...]

By: This BUDs for Me

This BUDs for Me — Thu, 20 Nov 2008 05:10:34 +0000

[...] Special Situations Real Money Portfolio showed $7,000 in cash for the hundred shares that I had acquired back on October 6, 2008. I [...]

By: 114th Edition of the Festival of Stocks

114th Edition of the Festival of Stocks — Mon, 10 Nov 2008 14:45:22 +0000

[...] Special Situations Real Money Portfolio – October 2008 post here at Fat Pitch Financials. Wonder who has been making money in this market. My portfolio focused on Graham style “workouts” was up 16% for the year at the end of October. Find out how. [...]

By: Weekend Reading from Value Investing News

Weekend Reading from Value Investing News — Sat, 08 Nov 2008 02:36:13 +0000

[...] Special Situations Real Money Portfolio – October 2008 [...]

By: stockmanmarc

stockmanmarc — Fri, 07 Nov 2008 14:53:38 +0000

Yes I to have done a little look see on ROH/DOW. You could still make 10% on you money at the current price of $71.80. Deal is suppose to close in January 2009. Buffet is involved in this deal as one of the backers I beleive as well as some middle eastern entity.

P.S.
I like both of your sites George(you look alot like the founding father,lol)

STOCKMANMARC

By: Local Election Results Impacting Puget Energy

Local Election Results Impacting Puget Energy — Wed, 05 Nov 2008 14:08:10 +0000

[...] I mentioned in the Special Situations Real Money Portfolio update, some of the counties in Washington served by Puget Energy (PSD) put the issue of forming [...]

By: George

George — Tue, 04 Nov 2008 02:03:59 +0000

@Dividend Growth Investor The ROH/Dow merger looks pretty good at first blush, but I’ve yet to dig deep on that one.

@Jae Jun Thanks for the update on PSD. I’m guessing it won’t clear until the election results are finalized.

By: Jae Jun

Jae Jun — Tue, 04 Nov 2008 01:48:38 +0000

Wow that is an excellent return. Very impressive given the market condition. I too am finding the spreads have increased substantially as funds are selling out.

PSD looks good so far. I was on a call with investor relations and she mentioned again that the buyer has committed the capital and is keen to consummate the deal.

She also mentioned that the regulators have not set forth any specific date for the announcement and they will know the same time as everyone else. Hoping it’s approved within the next week or so.

By: Dividend Growth Investor

Dividend Growth Investor — Mon, 03 Nov 2008 19:51:15 +0000

Those are some pretty respectable results that you have achieved in the special situations portfolio. What is your opinion on ROH/Dow merger? The shareholders recently approved the merger. It’s expected to close in early 2009 and there is a spread of over 10%.