Comments for Fat Pitch Financials

Comment on Fat Pitch Take on Burlington Northern Santa Fe by David Merkel

David Merkel — Thu, 05 Nov 2009 05:05:38 +0000

This is a simple arb, nothing more. Don’t forget to model the 60/40 proration. There is little optionality here.

Comment on Fat Pitch Take on Burlington Northern Santa Fe by Sam

Sam — Wed, 04 Nov 2009 16:47:53 +0000

it’s hard to judge the arb play without the details of the stock part of the offer.
for 97.30 (right now) you probably get at least two dividend payments of 0.40, and 100 cash if you want cash.
deal likely done in less than six months, call it eight to be safe. if you get two divs, the deal closes before the third (less than seven months) you make 3.50 on 97.30, just about 3.6% or greater than 7.2% annualized.

not bad, but not great. at $95 it’s an interesting arb for sure.
I’ve got what used to be a 5% position in BNI because I thought it was worth 125 in mid-2007 and 2008. when constant slow growth seemed inevitable and the right of ways are priceless. I’d like to get at least 110, but will probably take Brk shares and put off the taxes depending on the exchange rate.

Comment on Fat Pitch Take on Burlington Northern Santa Fe by Phil

Phil — Wed, 04 Nov 2009 15:36:21 +0000

Was talking with my wife about this and her savvy opinion is that Buffet is predicting growth in rail shipping coming soon. Does his crystal ball forecast a stirring of the economic bull?

Comment on Valuing Unilever PLC (UL) by Fat Pitch Financials Portfolio October Update | Fat Pitch Financials

Fat Pitch Financials Portfolio October Update | Fat Pitch Financials — Mon, 02 Nov 2009 15:05:20 +0000

[...] on the status of my Fat Pitch Financials Value Portfolio. I launched this paper portfolio back in September of 2004 on Marketocracy with a virtual starting balance of $1 million and a per share value of $10. I [...]

Comment on Why I Study Warren Buffett by Phil

Phil — Mon, 02 Nov 2009 14:09:09 +0000

Hi George,

Thanks for sharing your article on Warren Buffet. Interesting indeed. Your website has grown quite impressive. Keep up the great work!

-Phil

Comment on Fear Strikes Macabre Stock, Premier Exhibitions by Turnaround Cases: Premier Exhibitions Part 1 ($PRXI) « Variant Perceptions

Turnaround Cases: Premier Exhibitions Part 1 ($PRXI) « Variant Perceptions — Sun, 18 Oct 2009 00:12:43 +0000

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Comment on 161st Edition of the Festival of Stocks by The Financial Blogger » Blog Archive » Tips on Budgeting for a Wedding – Getting Married Without Going Broke

Tue, 13 Oct 2009 13:34:11 +0000

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Comment on 161st Edition of the Festival of Stocks by Weekly Links: October 11, 2009 | Dividends Value

Weekly Links: October 11, 2009 | Dividends Value — Sun, 11 Oct 2009 10:31:59 +0000

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Comment on 161st Edition of the Festival of Stocks by Interesting reads 10th October 2009

Interesting reads 10th October 2009 — Sat, 10 Oct 2009 08:04:05 +0000

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Comment on Value Investing Weekly Wrap-Up – October 2, 2009 by Patrick

Patrick — Fri, 02 Oct 2009 23:29:55 +0000

Thanks for linking back to the carnivals! :)

Comment on Special Situations Real Money Portfolio September 2009 Update by Jae Jun

Jae Jun — Fri, 02 Oct 2009 23:27:03 +0000

ZRBA was a surprise how it turned out. I figured it would drop but even after hours it was up 7% or so which is when I got out.

Hope to find some better plays.

Comment on Special Situations Real Money Portfolio Summer 2009 Update by Carnival of Financial-Planning 10-02-09

Carnival of Financial-Planning 10-02-09 — Fri, 02 Oct 2009 19:27:10 +0000

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Comment on Special Situations Real Money Portfolio September 2009 Update by ModernGraham’s Friday Linkfest #1 | ModernGraham.com

ModernGraham’s Friday Linkfest #1 | ModernGraham.com — Fri, 02 Oct 2009 11:03:54 +0000

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Comment on Special Situations Real Money Portfolio Summer 2009 Update by Special Situations Real Money Portfolio September 2009 Update

Special Situations Real Money Portfolio September 2009 Update — Thu, 01 Oct 2009 02:21:42 +0000

[...] few days back, I reported that the Special Situations Real Money Portfolio ended the month of August with a balance of $25,602.10. I’m happy to report that the portfolio gained another 3.9% this [...]

Comment on Special Situations Real Money Portfolio Summer 2009 Update by Money Hacks Carnival – 84th Edition

Money Hacks Carnival – 84th Edition — Thu, 01 Oct 2009 01:41:20 +0000

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Comment on Special Situations Real Money Portfolio Summer 2009 Update by Carnival of Personal Finance #224 – National Dog Week | My Life ROI, Getting the Best Return On Life

Mon, 28 Sep 2009 09:45:31 +0000

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Comment on Special Situations Real Money Portfolio Summer 2009 Update by Best Value Investing Articles

Best Value Investing Articles — Sat, 26 Sep 2009 05:50:50 +0000

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Comment on Special Situations Real Money Portfolio June 2009 Update by Special Situations Real Money Portfolio Summer 2009 Update

Special Situations Real Money Portfolio Summer 2009 Update — Fri, 25 Sep 2009 15:57:13 +0000

[...] I’ve last reported on the performance of my Special Situations Real Money Portfolio. The Special Situations Real Money Portfolio ended the month of June with a record balance of $23,579.28. By the end of July, that account balance increased to [...]

Comment on Phil Town’s Rule #1 Book by Joseph

Joseph — Mon, 21 Sep 2009 22:51:04 +0000

It’s a year and 3/4 late, but thanks natebean! Great site!

Comment on 158th Edition of the Festival of Stocks by Weekly Links: September 20, 2009 | Dividends Value

Weekly Links: September 20, 2009 | Dividends Value — Sun, 20 Sep 2009 10:31:20 +0000

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