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Brasil Telecom (BTM): Up 7% or down 4%?

October 1, 2008 · Filed Under International Investing · Comments 
Brasil Telecom (BTM) was the victim of a market dive yesterday, but it’s not a buy signal for the stock. And if Tele Norte Leste Participacoes (TNE) gets regulators on its side, BTM won’t be around much longer. Stephanie Grimmett Baltimore — (TFN):  Brasil Telecom (NYSE:BTM) is either up 7% or down 4%, depending on how [...]

FCC Chair Champions Rules for Sirius (SIRI), XM (XMSR) Merger

June 17, 2008 · Filed Under US Stocks and Markets · Comments 
“As I’ve indicated before, this is an unusual situation, I am recommending that with the voluntary commitments they (the companies) have offered, on balance, this transaction would be in the public interest.” — FCC Chairman Kevin Martin by Mike Caggeso Baltimore – (TFN): The dormant, yet important, proposed $5 billion merger of Sirius [...]

DOJ Approves Merger: A buy signal for Sirius/XM?

March 25, 2008 · Filed Under US Stocks and Markets · Comments 
“Few analysts know with any certainty whether that sharp jump will continue… whether now is a time to jump in with both feet… or whether the surge will cool on the heels of valuations.” — Mike Caggeso by Mike Caggeso, Money Morning Baltimore – (TFN): Minutes after the Dept. of Justice [...]

Options Opportunity: Stick it to the unions

March 18, 2008 · Filed Under US Stocks and Markets · Comments 
“It does not matter that a merger is the only thing that can give Delta and Northwest even a remote shot at success, their corresponding pilot unions are looking out for themselves. ” – Andrew Snyder By Andrew Snyder Baltimore (TFN) – This country has some powerful unions. I hate them. I mean I [...]

Domestic Airlines: “Charging” Ahead

February 7, 2008 · Filed Under US Stocks and Markets · Comments 
"As investors, this is a unique opportunity. In the short term, merger talks will likely be detrimental to share price, giving options players and short sellers some moneymaking opportunities. But for long-term investors, merger news gives folks a shot at a fantastic entry point.  " – Andrew Snyder  By Andrew Snyder  Baltimore (TFN) — Over the past [...]

Market Rebound: Merger mania is back

February 1, 2008 · Filed Under US Stocks and Markets · Comments 
"If you understand how companies grow and evolve, you can predict when they will falter and die. Microsoft achieved its maximum efficient size over a decade ago. " – Andrew Snyder  By Andrew Snyder Baltimore (TFN): A Wall Street titan is dead.  It grew so large and its weight got so cumbersome its knees buckled.  As I write, the [...]

Commodities Supercycle: BHP, Rio Tinto Merger… Maybe.

December 14, 2007 · Filed Under Gold and Resources · Comments 
"BHP claims Rio will get back that lost value in cost savings and the reduction of competition after the merger. But Rio Tinto counters that BHP is just being cheap and possibly overvaluing its own power in the market." — Stephanie Grimmett by Stephanie Grimmett  Baltimore – (TFN) Rio Tinto (RTP: NYSE) is getting annoyed with [...]

Special Video Alert: China’s role in the BHP - Rio Tinto drama

November 17, 2007 · Filed Under Gold and Resources · Comments 
Today’sFinancialNews.com Baltimore — (TFN): Last week, mining magnate BHP Billiton cheerfully submitted a takeover offer for Rio Tinto worth $174 billion. Rio Tinto rejected the offer. It doesn’t matter that BHP’s offer constituted a 25% premium to Rio Tinto’s price at the time. And apparently it doesn’t matter that BHP offered an additional [...]

Global Mergers: The End of the Resource Boom?

November 14, 2007 · Filed Under Gold and Resources · Comments 
“Merger talks between BHP Billiton and Rio Tinto could signal the end of the commodities boom, say some analysts. If you believe that I’ve got the deed to the Brooklyn Bridge up on eBay. Care to put in a bid?” — Sara Nunnally by Sara Nunnally, Today’sFinancialNews.com Wednesday, November 14, 2007 Baltimore — (TFN): BHP Billiton cheerfully submitted [...]

Resource Investing: What to make of the Rio Tinto - BHP Billiton merger plans

November 14, 2007 · Filed Under Gold and Resources · Comments 
“If BHP did indeed buy out Rio Tinto, the resulting company would control 36% of the seaborne iron ore market and it would hold a third of the global coal market (mostly the third that’s not powering China at the moment). And if nothing else, a company with a controlling stake in two of its [...]