Molina Healthcare's Convertible Exchange Is a Win-Win
08/12/14 from Minyanville - Bill Feingold RSS
This article was originally posted on the Buzz & Banter where subscribers can follow over 30 professional traders as they share their ideas in real time. Want access to the Buzz plus unlimited market commentary? Click here to learn more ...
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Is Ubiquiti Networks Still Undervalued?
06/10/14 from Minyanville - Bill Feingold RSS
This article was originally posted on the Buzz & Banter where subscribers can follow over 30 professional traders as they share their ideas in real time. Want access to the Buzz plus unlimited market commentary? Click here to learn more ...
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How to Play Ubiquiti Networks Ahead of August Earnings
06/05/14 from Minyanville - Bill Feingold RSS
This article was originally posted on the Buzz & Banter where subscribers can follow over 30 professional traders as they share their ideas in real time. Want access to the Buzz plus unlimited market commentary? Click here to learn more ...
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Taking Advantage of an Appealing Option: The Ubiquiti Networks' Buy-Write Idea
05/12/14 from Minyanville - Bill Feingold RSS
This article was originally posted on the Buzz & Banter where subscribers can follow over 30 professional traders as they share their ideas in real time. Want access to the Buzz plus unlimited market commentary? Click here to learn more ...
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Risk-Arbitrage Opportunity in DFC Global Buyout
04/02/14 from Minyanville - Bill Feingold RSS
This article was originally posted on the Buzz & Banter where subscribers can follow over 30 professional traders as they share their ideas in real time. Want access to the Buzz plus unlimited market commentary? Click here to learn more ...
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Playing the Linear Technology Convertible Call
04/01/14 from Minyanville - Bill Feingold RSS
In the good old days, when a company announced that it was calling a convertible bond and the stock was above the conversion price, the results were reasonably predictable. Typically, most of the bonds had already moved from outright (un...
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Hedge Funds: The Truth About Flipping
12/21/09 from Minyanville - Bill Feingold RSS
Today's Wall Street Journal perpetuates one of the great myths of today's market. If you believe Lynn Cowan's piece on the allocations of stock offerings, you go along with the conventional dichotomy: Mutual funds and other established i...
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What About AMD's Convertible Bonds?
11/13/09 from Minyanville - Bill Feingold RSS
Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community.Lost in the shuffle amidst yesterday's settlement between Int...
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Wall Street's Fatal Lack of Skepticism
10/19/09 from Minyanville - Bill Feingold RSS
Last week the New York Times presented a highly satirical and splendidly targeted piece by Calvin Trillin, one of America's greatest writers and the man who brought Arthur Bryant's barbecue restaurant in Kansas City to international atte...
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"Derivative" Is Not a Dirty Word
10/14/09 from Minyanville - Bill Feingold RSS
As I sit here trying to find value in the convertible-bond market for my clients (it's there, but it's a lot more challenging to find than it was a year ago), I'm struck by a couple of the pieces of information overload I'm taking in.One...
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Optimism About Moody's, Ratings Agencies Threatens Shorts
09/30/09 from Minyanville - Bill Feingold RSS
Goodbye for now to my contrary friend.After a winning pre-opening short sale and cover, followed by a losing attempt to re-engage the trade later this morning, I've closed out (for now) my longstanding short in Moody's (MCO).My thesis an...
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Why Funds Missed Facet Biotech
09/08/09 from Minyanville - Bill Feingold RSS
Editor's Note: This content was originally posted on the Buzz & Banter (click for a free trial). It's being published here for the benefit of the Minyanville community.Now that Biogen (BIIB) has gone public with its $14.50 bid for Facet ...
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Who Should Invest in Private Equity
09/01/09 from Minyanville - Bill Feingold RSS
Great news! My book, The Undoing of Cowardice, is now available in a Kindle version.And thanks to the Kindle, I get my favorite daily paper, the Financial Times, delivered electronically daily. No need to scrounge around the newsstands t...
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How to Play the Viropharma Buyout
08/26/09 from Minyanville - Bill Feingold RSS
Editor's Note: This content was originally posted to the Buzz & Banter. It's being republished here for the benefit of the Minyanville community.With continuing speculation about a deal between Glaxo (GSK) and Human Genome Sciences (HGSI...
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Salesforce.com Confirms the Risk of Short Selling
08/21/09 from Minyanville - Bill Feingold RSS
Dave Chappelle has a great skit sequence called "When Keeping It Real Goes Wrong," about the problems one encounters by being too honest. It's hilarious. In one skit, as a rising executive in a board meeting, he chooses to mock a colleag...
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Looking to Play HGSI's Huge Move Higher? Consider Convertibles
08/13/09 from Minyanville - Bill Feingold RSS
Leerink Swann has been the loudest supporter of Human Genome Sciences (HGSI). The boutique is now saying the biggest impediment to HGSI becoming the next big-cap biotech -- presumably a la Amgen (AMGN), Celgene (CELG), and Gilead (GILD),...
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Joining Women and Horses Could Yield Big Returns
08/06/09 from Minyanville - Bill Feingold RSS
When I started writing for Minyanville, Toddo encouraged me to choose topics I care about. While most of it would of course be about the markets (including my specialty, convertible bonds), I had leeway now and then to cover different to...
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Money Managers Need to Get Real With Clients
08/05/09 from Minyanville - Bill Feingold RSS
In my forthcoming book, The Undoing of Cowardice, I discuss how too many "professional investors" are happy to focus on the bottom line without seeming to care how the results were obtained. The gold medalist in this event, of course, wa...
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Five Stories GE Wants You to Believe
07/30/09 from Minyanville - Bill Feingold RSS
I just took a quick look through General Electric's (GE) recent investor presentation. Let me say up front that I've long been skeptical about this company's health, particularly because some people I respect have spent a great deal of t...
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Brokers Breaking Clients' Spirits?
07/28/09 from Minyanville - Bill Feingold RSS
I didn't realize it until a friend told me earlier today, but one of the best-known avenues for individuals to invest in convertible bonds was closed off to incoming traffic last month. The Vanguard Convertible Fund (VCVSX), managed by L...
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