Chris DeMuth Jr | TalkMarkets | Page 2

Chris DeMuth Jr

Partner, Rangeley Capital
Contributor's Links: Sifting the World
Rangeley Capital invests with a margin of safety by buying securities at deep discounts to their intrinsic value and unlocking that value through corporate events.
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H - HOT Opportunities
Thursday, October 29, 2015 8:31 PM EDT
Starwood is selling their vacation ownership business to Interval Leisure after which they intend to sell the remainder of the company to Hyatt. A couple of opportunities present themselves.
In this article: AXP, BCS, C, DAL, H, JPM, V, IILG, AAL
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Par For The Course
Wednesday, October 21, 2015 6:29 PM EDT
One of my four favorite long ideas in 2011 was Madoff bankruptcy claims at $0.30. They had significant upside due to the potential for additional recoveries from early investors.
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When It Comes To Investment - Size Matters
Tuesday, October 6, 2015 12:13 PM EDT
I have very complex, mathy ways to size positions. But since I get asked a lot about sizing, here is a quick, dirty approximation for how it works in practice...
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Don't Discount David Einhorn
Thursday, September 3, 2015 7:44 PM EDT
David Einhorn has returned over 19% on an annualized basis since he launched his fund. He famously understood and exploited the precarious and risky nature of Lehman Brothers before it collapsed in a fiery wreck.
In this article: GLRE, SUNE Also: EMC, NOK, YHOO, VSLR, SEMI
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15% Annual Return With Home Properties
Tuesday, August 25, 2015 5:51 PM EDT
Home Properties (HME) announced a definitive deal in which Lone Star Funds will buy HME for $75.23 per share in cash. Under the merger agreement, HME may not pay further dividends except as required to maintain its REIT status.
In this article: HME Also: BAC, BAM, CPT, GS
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18% Annual Return With Planar
Thursday, August 13, 2015 8:40 PM EDT
On August 12, 2015, Leyard Optoelectronic and PLNR signed a definitive merger agreement in which Leyard will buy Planar for $6.58 per share.
In this article: PLNR Also: BAC
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Kill Short-Term Pressures
Wednesday, July 29, 2015 10:15 PM EDT
While I invest in a number of specific types of event driven opportunities, they each are examples of time-horizon arbitrage. It is durable because there will always be people focused on the short-term and they will be perfect counterparties.
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Will Oil Or Interest Rates Rebound First?
Monday, July 27, 2015 8:30 PM EDT
Over the past year, investors have been contending with a collapse in energy prices along with fears of a rate hike. One asset class that has been destroyed by the confluence of these events has been MLPs.
In this article: AMLP, SRV Also: ETP, ENBL, KMI, EPD, RGP, WPZ, BKEP, NGLS, PAA, EEQ
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Fire (Sale) Island
Tuesday, July 14, 2015 7:14 PM EDT
With higher taxes, some Greeks are looking to sell their islands - here's my pick.
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What To Do With Qihoo?
Tuesday, July 14, 2015 6:23 AM EDT
On June 17, 2015, QIHU's CEO Hongyi Zhou and a buyout group offered to buy the company for $77.00 in cash per ADS. The deal price is largely within the range of historically comparable transactions.
In this article: QIHU Also: JPM, MSFT
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14% Annual Return On Health Net
Wednesday, July 8, 2015 11:30 PM EDT
On July 2, 2015, Centene and Health Net announced a definitive deal in which HNT shareholders will get 0.622 CNC shares and $28.25 in cash for each share of HNT.
In this article: CNC Also: JPM
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Scouring China Wreckage For Bargains
Wednesday, July 8, 2015 5:41 PM EDT
Public policies are interfering with markets reaching clearing prices, which are probably still much lower even after the recent pullback.
In this article: YINN, TAOM
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5% Dividend & A Catalyst With Williams Partners
Friday, June 26, 2015 11:08 AM EDT
Even with a low probability of getting acquired by Williams Companies right away, Williams Partners is a good long opportunity relative to its market price.
In this article: WPZ Also: WMB, LAZ, BCS, ETE, ENB, TRP, JBR, PAA, KMI
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High Yield Idea - Pro And Con
Friday, June 19, 2015 2:13 PM EDT
If yield is all that matters to you, a long idea to consider would be Pimco High Income Fund (NYSE:PHK). The current distribution yield is 12.78%.
In this article: PHK
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Doughnut Stocks: Some You Will Want To Gobble Up, Some To Give Away
Friday, June 5, 2015 5:17 PM EDT
In honor of free doughnut day a look back at doughnut stocks' performance.
In this article: DNKN, DNUT, QSR, GRBMF
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International Spotlight: Taiwan
Monday, May 4, 2015 9:56 PM EDT
Taiwan's market is moderately priced and TWN offers a moderate discount. While it is not one of the greatest international opportunities, it is one of many places in which to seek diversification away from the US market.
In this article: TWN
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