Description: Emerging-market borrowers are on course to sell more bonds than ever this year after yields hit record lows and developing economies rebounded faster from the credit crisis than advanced nations. Source: Bloomberg.com Date: 10/01/2010 Link: http://www.bloomberg.com/news/2010-10-01/emerging-markets-head-for-record-sales-of-bonds-as-yields-plunge-to-lows.html  Questions for discussion: Why are emerging market bond sales soaring? What risks are there to this investing… Read more »
Posts Tagged: M&A
Housing market rebounds — sort of
Description: Although construction company shares and new home starts are up, Buzz readers are skeptical about a recovery in the housing sector Source: CNNMoney.com – video report  Date: 09/22/2010 Link: http://money.cnn.com/video/news/2010/09/22/n_bz_housing.cnnmoney/ Questions for discussion: Summarize the range of commentary made about the housing market. Do you agree with any of the analysis presented? How… Read more »
U.S. REITs Use Stock Sales to Grow After `Balance-Sheet Repair’
Description: U.S. real estate investment trusts are selling shares to fund property acquisitions after using record cash from equity offerings last year to reduce debt and cover dividends. Source: Bloomberg.com Date: 09/24/2010 Link: http://www.bloomberg.com/news/2010-09-24/u-s-reits-balance-sheet-repair-gives-way-to-deals-as-stock-sales-advance.html  Questions for discussion: How are these firms restructuring their finances? What is driving this behavior? Do you believe it is… Read more »
BullHorn: ORCL, RIMM, China, Solar
Description: Oracle and Research In Motion are by no means dead. China stocks are hot, perhaps too hot. And investors are warming up to solar. Source: CNNMoney.com – video report  Date: 09/17/2010 Link: http://money.cnn.com/video/markets/2010/09/17/mkts_bh_orcl_rimm_china.cnnmoney/ Questions for discussion: Summarize the commentary made on each stock? Do you agree with the analysis presented? Look at the… Read more »
News Hub: Blue-Chip Borrowers Issue Debt in Droves
Description: Mark Gongloff discusses the recent eagerness of blue-chip companies to issue fresh debt, and the eagerness of investors to buy it. Source: Marketwatch.com – video report  Date: 09/09/2010 Link: http://www.marketwatch.com/video/asset/news-hub-blue-chip-borrowers-issue-debt-in-droves/5857959B-668B-40AD-A5D5-16723605B3B2 Questions for discussion: Why are these firms selling bonds? If these analysts are right about financial management thinking at these firms, what should… Read more »
Sanofi Said to Get $10 Billion Loans for Genzyme Bid
Description: Sanofi-Aventis SA, France’s largest drugmaker, got about $10 billion of underwritten loans to back its bid for U.S. biotechnology company Genzyme Corp., two people familiar with the situation said . Source: Bloomberg.com  Date: 09/10/2010 Link: http://www.bloomberg.com/news/2010-09-10/sanofi-said-to-get-10-billion-loans-for-genzyme-bid.html Questions for discussion: What does this report have to say about the financial state of some European… Read more »
Buying Opportunities in Small Banks, IPOs and H-P
Description: The market may be down, but there are plenty of great buys out there, says Hilary Kramer, editor of GameChangers stock newsletter. She recommends small banks, IPOs other than GM, and M&A targets Source: Marketwatch.com – video report  Date: 08/31/2010 Link: http://www.marketwatch.com/video/asset/buying-opportunities-in-small-banks-ipos-and-h-p/6AFC38D4-B4BC-4089-A862-76205281C19A Questions for discussion: Summarize the investing advice presented? Do you agree… Read more »
A busy August for deals fuels M&A speculation
Description: Stagnant stocks, corporate cash piles, low rates, may spur more acquisitions Source: Marketwatch.com  Date: 08/27/2010 Link: http://www.marketwatch.com/story/a-busy-august-fuels-ma-speculation-2010-08-27?siteid=nwtwk Questions for discussion: What reasons are presented to explain the level of current M&A activity? What would cause this activity level to change? Do you think these deals are valued correctly, given the conditions that are… Read more »
AM Report: Deals Make a Comeback
Description:Â Global merger activity is at its highest levels since late 2009, presenting a glimmer of economic confidence even as the stock and bond markets continue to price in a weakening U.S. economy. Anupreeta Das and Dennis Berman discuss. Also, Dan Michaels discusses the race among 21 American museums to land one of the three… Read more »
BHP Billiton will take bid directly to Potash shareholders
Description: Mining giant BHP Billiton went on the attack Wednesday, saying it will take its nearly $39 billion takeover bid for Potash Corp. straight to shareholders after the fertilizer firm’s board spurned the offer as grossly inadequate. Source: Marketwatch.com   Date: 08/18/2010 Link: http://www.marketwatch.com/story/bhp-billiton-takes-bid-to-potash-shareholders-2010-08-18?siteid=nwtwk Questions for discussion: What are the arguments favoring the acquisition of… Read more »
