Special situation stocks and value investing
The Special Situations Real Money Portfolio hit a rough patch in June. The portfolio ended the month with a balance of $14,854.79. This is down 4% from what I reported as the June 6th Special Situations Real Money Port balance.
Two main issues came up in June. First, I got greedy with my new shares of […]
Last week I forgot all about updating you on the status of the Special Situations Real Money Portfolio. Sorry about that.
I was real busy last weekend installing a new subscription payment system for Contributors Corner. I was so focused on that project that I put just about everything else on hold. The good news is […]
For the past few months I’ve held shares of Jaclyn Inc. in the Special Situations Real Money Portfolio. Members of Fat Pitch Financials Contributor’s Corner have been tracking my research on this company since it first announced its desire to go private back in December of 2007.
Jaclyn proposed to go private by conducting a reverse split where 250 shares would become one […]
The Special Situations Real Money Portfolio continued to struggle in April. On April 30, 2008, the portfolio ended with a balance of $13,957.69. This is down from the March closing balance of $14,362.01. Year-to-date, the portfolio is down 12.58%. However, the overall return is a positive 39.58%. On an annualized basis, the Special Situations Real Money […]
The Special Situations Real Money Portfolio is a Coverdell Educational Savings Account that invests in stock workouts and other special situations. I created this account on October 19, 2004 as an experiment in arbitrage investing, and I’ve been writing about the portfolio here at Fat Pitch Financials ever since.
At the end of the first quarter of 2008, the Special Situations Real […]
The Special Situations Real Money Portfolio is actually a Coverdell Educational Savings Account I started in October of 2004. My goal has been to only invest in special situation opportunities in this account as an experiment on whether individual investors can benefit from this unique segment of the market. These opportunities have included going private transactions, odd-lot tender offers, spinoffs, […]
Western Sizzlin (WSZL) just issued a press release announcing that its stock has been approved for listing on the Nasdaq (NDAQ). The company’s common stock will begin trading under the symbol WEST on Monday, February 25, 2008.
I have been expecting Western Sizzlin to announce the listing of its stock on the Nasdaq sometime this spring ever […]
The Special Situations Real Money Portfolio held up pretty well this month. I recently received cash from one of the going private transactions I invested in back in October of last year.
I invested in Harold’s Stores (HRLS)Â back on October 23, 2007. Harold’s had announced that they were going to take the company private by conducting […]
The Special Situations Real Money Portfolio weathered the market turmoil of 2007 beautifully and managed to return a whopping 47.7% annualized rate of return. Since inception on October 19, 2004, my special situations portfolio has generated a 27.1% annualized rate of return. This performance has far and away exceeded my expectations for this unique little portfolio that I manage […]
November was a slow month for the Special Situations Real Money Portfolio. There were no new transactions in November. I’m just waiting for one going private transaction to come to completion, which should happen this month.
The Special Situations Real Money Port closed the day on November 30, 2007, with a balance of $13,174.68. This is […]
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