Comments on: Special Situations Real Money Portfolio November 2009 Update

By: 171st Edition of the Festival of Stocks | Fat Pitch Financials

171st Edition of the Festival of Stocks | Fat Pitch Financials — Tue, 15 Dec 2009 04:39:08 +0000

[...] Special Situations Real Money Portfolio November 2009 Update post here at Fat Pitch Financials. At the end of November the year-to-date performance of this unique little portfolio was 45%! Today it broke 50% for the year. Learn what trades I made in November. [...]

By: Bristol Myers’ Mead Johnson Swap: Good Deal or Smarter to Wait? | Stocks and Sectors

Sun, 13 Dec 2009 11:59:54 +0000

[...] was reading this Fat Pitch Financials post and saw mention of Bristol Myers Squibb (BMY) offering their remaining ownership of Mead Johnson [...]

By: Ken

Ken — Sat, 12 Dec 2009 21:33:18 +0000

With regards to the BMY/MJN split off, I posted some information about in on my blog. They extended the dates as only about 1 million shares have been put up for the exchange.

By: Bristol Myers exchange split off of Mead Johnson | Compounding Life

Bristol Myers exchange split off of Mead Johnson | Compounding Life — Sat, 12 Dec 2009 21:13:23 +0000

[...] was reading this Fat Pitch Financials post and saw mention of Bristol Myers (BMY) offering their remaining ownership of Mead Johnson (MJN) in [...]

By: Roger

Roger — Fri, 11 Dec 2009 04:38:50 +0000

First off great website! Just looking at the WEST transaction, the yields I get are quite different depending on when the sub debt gets called. Assuming the deal closes today and using purchase numbers, you would pay $8.69 for an $8.07 14% 5 yr sub debt, effectively $107.5 for a $100 bond. The yield to call in 1 yr is then 6.5%, 2yr is 9.4%, 3/4/5 is just under 10%. So call risk in year 1 changes the returns quite significantly