Comments on: Special Situations Real Money Portfolio February 2009 Update

By: Special Situations Real Money Portfolio March 2009 Update

Special Situations Real Money Portfolio March 2009 Update — Thu, 02 Apr 2009 15:16:50 +0000

[...] Situations Real Money Portfolio had a closing balance of $18,800. This was up 4.5% from the February closing balance of $17,984.99. However, the S&P 500 was up an amazing 8.76% last month. [...]

By: Dividend Growth Investor

Dividend Growth Investor — Wed, 18 Mar 2009 16:36:41 +0000

George,

Whe ROH fell to as low as $50 I was kicking myself about what an idiot I was. Merger Arbitrage is not as easy as it looks. These premiums are there for a reason..

By: George

George — Mon, 16 Mar 2009 19:27:29 +0000

Thanks Jae. You should have seen my performance numbers before the EMAG and ROH hits. It was simply amazing, but I guess unsustainable.

Glad to hear you also got in on the ANL deal.

By: Jae Jun

Jae Jun — Mon, 16 Mar 2009 16:58:35 +0000

Still an impressive performance. I took advantage of ANL as well just a couple of days before the deadline so that one worked out well.

By: George

George — Mon, 16 Mar 2009 13:52:40 +0000

I wish I could be more excited about the ROH/DOW deal. I bailed out on it when some good news emerged and ROH jumped back into the 60s. I had given up hope that this deal could close for $78. I guess I called that one wrongly. I’m glad you are profiting from it.

By: Dividend Growth Investor

Dividend Growth Investor — Mon, 16 Mar 2009 13:46:15 +0000

I have been more surprised about the fact that ROH/DOW deal is almost close to being done for ordinary shareholders @ the initially announced price of $78/share..

Who-hoo

Dividend Growth Investor