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Actionable news in SWI: SOLARWINDS Inc,

Welcome to the Best of M&A Daily.


Ferrari is fully priced post-IPO.

Digirad ramps up their M&A efforts.

PMCS, SNDK, & SWI -- The best of M&A Daily.

Sifting the World members receive exclusive access to event driven, value investing, and arbitrage opportunities. You can receive actionable research first on StW. Meanwhile, here are some examples of such opportunities in today's market.


Ferrari (NYSE:RACE) IPOed this week. Like its cars, its stock appears to be fully priced. I am a skeptic about such well hyped IPOs. The bankers and brokers make out well in the process; but the owners often do not. This year has been a weak one for IPO performance.

As with their cars, I would be happier selling a share of RACE than buying one. More to come as events unfold. On the long side, my favorite car company is Peugeot via Societe Fonciere, Financiere et de Participations.


If you would like the latest on Digirad (NASDAQ:DRAD), I recommend Digirad: DMS Health, A Game Changer - The First Of Many? This is a long idea with both a margin of safety and many catalysts ahead as their management continues to roll up their space. The stock is up over 40% since the middle of the year, but remains a great opportunity.


PMC-Sierra (NASDAQ:PMCS) reached a definitive deal and then received an unsolicited bid since the position was disclosed on M&A Daily. It remains an opportunity today.

The current high bidder, Microsemi...