The WSJ has an article on Standard & Poor’s Valuation & Risk Strategies list of 10 publicly traded companies that could be LBO targets: Analysts at S&P Valuation & Risk Strategies chose companies in the consumer discretionary and industrial sectors, because these sectors, along with financials, have been especially active for buyouts. Also, they picked [...]
Posts Tagged ‘LBO’
S&P’s list of LBO candidates
Posted in Activist Investors, Stocks, Value Investment, tagged LBO, Leveraged Buyout on July 27, 2010 | Leave a Comment »
Zero Hedge’s leveraged buy-out screen
Posted in About, Stocks, Value Investment, tagged LBO, Leveraged buy-out on March 29, 2010 | 1 Comment »
Zero Hedge has another interesting post, A Quick And Dirty LBO Screen, on the potential for a wave of going private deals. Zero Hedge uses “a simplistic template from UBS” to identify the thirty companies that would “generate the highest stock return should they get acquired.” Zero Hedge assumes: …a 4.5x Debt/EBITDA pro forma leverage (as much as [...]
Endangered species list
Posted in About, Activist Investors, Stocks, Value Investment, tagged Activist investment, Catalyst, LBO, Leveraged buy-out, Private Equity on March 24, 2010 | 1 Comment »
Zero Hedge has an interesting article, How To Capitalize On The Upcoming Irrationally Exuberant LBO Bubble, about “the imminent tidal wave of going private deals.” Privatisations are one of the means by which undervalued small capitalization stocks can “close their value gap.” Said Daniel J. Donoghue, Michael R. Murphy and Mark Buckley in Wall Street’s Endangered Species: Management buy-outs can [...]
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