The spark that lighted the fire for the September rally was a combination of oversold signals as well as M&A activity that had investors bidding up stocks in hopes of being the next one to score....
US Steel (X) to buy AK Steel (AKS)? Maybe, maybe not. But there is a good amount of speculation surroundings the spike in shares and general activity today. AK Steel (AKS) rode higher as rumors w...
https://thedisciplinedinvestor.com/blog/2010/03/04/ak-steel-aks-and-us-steel-x-in-talks/
(Note: TDIMG portfolios added an initial position of NFLX today…) Is Microsoft a potential suitor for Netflix? Read on…(not a new idea, but….) If you have been following the recent Xbox pro...
https://thedisciplinedinvestor.com/blog/2009/08/25/netflix-nflx-ripe-for-takeover/
Is it over? Maybe not….Maybe this is part of a bigger plan… Microsoft may be actually pulling the plug on the Yahoo! deal as a form of intimidation. It is a risky play, but perhaps it is a st...
https://thedisciplinedinvestor.com/blog/2008/05/04/hey-yahoo-microsoft-is-now-maxihard/
Balmer is dancing, Yang is sobbing. If you listen closely, you can almost hear the distant sound of Taps playing as the vultures are circling what is left of a once gorgeous technology story. Aft...
https://thedisciplinedinvestor.com/blog/2008/02/01/msft-yhoo-merger/
Just for fun…. Click the video below and ask yourself if something looks a touch familiar about of the AOL and Yahoo! sites. Click it over and over. With all of the problems that both companies...
https://thedisciplinedinvestor.com/blog/2008/01/29/aol-yahoo-merger/
In Texas Hold ’em Poker, the bluff is the definitive strategy that separates bracelet winners from ordinary card players. Today, there seemed to be a bit of card playing going on in a winner-ta...
https://thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/
They work in the background. Quietly checking on your credit authenticity each time you complete a transaction on the web. Buying a book? Checking out at your favorite online store? If so, the Au...
https://thedisciplinedinvestor.com/blog/2007/07/18/anet-merger/
As Charles Dickens said: “Ain’t I volatile?”. Rediff.com (REDF) has been as moving with a vengeance over the past few weeks. Starting from an amazing earnings report in May, and then foll...
https://thedisciplinedinvestor.com/blog/2007/07/17/rediff-takeover/
What makes Google so amazing? I mean, besides the sky-high stock price. If you didn’t know, Google has been quietly turning the world on – online that is. In particular, they have been creati...
https://thedisciplinedinvestor.com/blog/2007/05/24/google-owns-the-world/
NEW YORK (AP) 5/18/07 – Now that Microsoft Corp. plans to buy online advertising company aQuantive Inc. for $6 billion, investors and analysts are wondering if competitor ValueClick Inc. is a p...
https://thedisciplinedinvestor.com/blog/2007/05/21/vclk-buyout/