Comments on: Special Situations Real Money Portfolio November 2008 Update

By: Jonathan

Jonathan — Thu, 18 Dec 2008 04:36:44 +0000

I just stumbled across this blog in a search for special situations investing.

I appreciate an account of your activities.

I’m about to open a special situations portfolio myself (probably only $5,000 at first since this has been a rough year). I’ve been trying to familiarize myself with EDGAR and have a few Going Private transactions and tender offers I’m looking at.

Just bought a few shares of KATY.OB to play with as there’s a going private 500-1 reverse stock split with all shares less than 500 being cashed out at $2. (If it all plays out right…always a risk.) Anyway, I thought this could be a good place to start as I figure my way around.

I watched SFPI.PK turn what I thought would be a 30% spread into a 200% gain as the tender offer was doubled. Sadly I was only watching and didn’t buy any shares of that particular play.

By: Weekend Reading…

Weekend Reading… — Sat, 06 Dec 2008 00:29:37 +0000

[...] Special Situations Real Money Portfolio November 2008 Update [...]

By: George

George — Wed, 03 Dec 2008 14:09:49 +0000

@Mark I am loving it. In fact, I was just writing a post about Constellation Energy Group as you left this comment. @Dividend Growth Investor I think the BCE is not that likely to go through at this time. I'm now hoping for a fat special dividend to help make up the losses.

By: Consellation Energy Shares Will Pop on New EDF Offer

Consellation Energy Shares Will Pop on New EDF Offer — Wed, 03 Dec 2008 14:01:08 +0000

[...] Energy Group is a Special Situations Real Money Portfolio holding that I’ve written about in the past. The last time I mentioned the stock, I was [...]

By: Mark

Mark — Wed, 03 Dec 2008 13:49:42 +0000

bet your loving CEG right now with the new bid. Nice play

By: Dividend Growth Investor

Dividend Growth Investor — Tue, 02 Dec 2008 16:48:05 +0000

BCE’s deal might have hurt. Do you still think the deal could go through?