Jason Knapp
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Special Situation Investing News - 8/3/2015

Welcome to the latest edition of the Special Situation Investing News *. It's August already and earnings season is in full swing. While one never wants to put too much weight behind short-term results, earnings reports can offer a glimpse into whether a company that one has invested in is heading in the right direction.  Another great thing about August is that it's prime Whale Watching season. This is right around the time that hedge fund managers letters to investors begin showing up.  They always make for interesting reading and can be fertile hunting grounds for new investment ideas.  Without further ado, here's the news...

Spinoffs

How GAMCO Investors Excited Me, For A Minute

http://seekingalpha.com/article/3376135-how-gamco-...

Summer Of Spin Continues- Barnes & Noble Says “We Don’t Need No Education”

http://www.stockspinoffs.com/2015/07/30/summer-of-...

#TBT A Year Later Time Inc’s Ripp Betting On Digital For The Future

http://www.stockspinoffs.com/2015/07/30/tbt-a-year...

Exterran Puts Spin On Hold After Failed Notes Offering

http://www.stockspinoffs.com/2015/07/29/exterran-p...

Amidst CEO retirement and new board appointments, Citrix to spin-off GoTo products

http://www.firstpost.com/business/amidst-ceo-retir...

Citrix CEO Templeton to retire; Elliott Management joins board

http://www.bizjournals.com/southflorida/news/2015/...

Novartis spinoff is neat cure for Big Pharma ills

http://blogs.reuters.com/breakingviews/2015/07/29/...

SPX earnings beat expectations as it prepares for spin-off. SPX plans to split its flow business off into an independent company. The spinoff is expected to be completed by the end of the third quarter. 

http://www.charlotteobserver.com/news/business/art...

Masco spinoff TopBuild looks on pace to clear $800 million in revenue in 2015

http://www.crainsdetroit.com/article/20150728/NEWS...

Ingevity Announced as Name of MWV Specialty Chemicals Division

http://globenewswire.com/news-release/2015/07/15/7...

Johnson Controls Says Goodbye To The Automotive Experience

http://www.stockspinoffs.com/2015/07/28/johnson-co...

Dell looking to spin off this business in an IPO

http://fortune.com/2015/07/27/dell-spin-off-securi...

Supervalu shares soar on plan to spin off Save-A-Lot

http://www.startribune.com/supervalu-shares-roar-o...

The former parent of the recent TopBuild spinoff Masco $MAS is off to the races after earnings.

http://www.thestreet.com/story/13234183/1/masco-ma...

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NOLs

WMIH Corp: KKR Controlled NOL Shell

http://clarkstreetvalue.blogspot.com/2015/07/wmih-...

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SPACs

Lindblad Expeditions: Ships Are Ready To Leave Port

http://seekingalpha.com/article/3373575-lindblad-e...

Lindblad CEO eyes steady growth

http://www.travelweekly.com/Cruise-Travel/Lindblad...

Blank check company Easterly Acquisition prices upsized $180 million IPO at $10

http://www.nasdaq.com/article/blank-check-company-...

Boulevard Acquisition Corp. Stockholders Approve Acquisition Of AgroFresh Business From The Dow Chemical Company

http://seekingalpha.com/pr/14241375-boulevard-acqu...

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REIT Conversions

Self Storage Group Is Changing For The Better

http://seekingalpha.com/article/3364215-self-stora...

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Whale Watching

Dan Loeb Likes Suzuki Motors And Allergan; Dislikes Larry Fink, “Ivory Tower Types”

http://www.valuewalk.com/2015/08/dan-loeb-suzuki-m...

With solid results in hand, Third Point defends activism

http://www.cnbc.com/2015/08/01/third-point-defends...

Exclusive Interview with VNB Wealth Management: Catalyst-driven Value Investing

http://www.beyondproxy.com/exclusive-interview-wit...

Rolls-Royce's biggest shareholder ValueAct is in for the long haul

http://www.telegraph.co.uk/finance/newsbysector/ep...

Einhorn's Greenlight Capital hedge fund slumps 6.1 pct in July

http://mobile.reuters.com/article/idUSL1N10C024201....

After taking in billions in mutual fund assets, Joel Greenblatt's short expensive, long value strategy is struggling

http://www.forbes.com/sites/antoinegara/2015/07/31...

Arquitos Capital Partners Up 8% Net In Q2

http://www.valuewalk.com/2015/07/arquitos-capital-...

Activists Engaged, Pleasant Lake Partners, and Avenue Capital are banging on MagnaChip's door

http://online.barrons.com/articles/activists-eye-a...

The Buyside Fireside: Moats, Canadian Small-Caps, and Unlocking Value

https://sumzero.com/headlines/telecom/GLN:CN/280-t...

Spear Point Calls For CEO Of TheStreet To Resign, Requests Board Seats

http://seekingalpha.com/article/3377795-spear-poin...

Activist Peltz ready for another round in battle with DuPont

http://nypost.com/2015/07/28/activist-peltz-ready-...

Stubborn hedge fund titans continue making bets on gold

http://nypost.com/2015/07/29/stubborn-hedge-fund-t...

Sarissa Capital target Aegerion Pharma $AEGR +10% on Jefferies Upgrade, Sees Positively Skewed Risk/Reward

http://finance.yahoo.com/news/jefferies-upgrades-a...

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Investment Write-ups

A Major Value Unlocking Catalyst is Happening for this Stock Next Week

http://tmfdeej.whotrades.com/blog/43039833203

Rolls Royce (RR/ LN): Mind the Gap

http://www.gwinvestors.com/2015/07/31/rolls-royce-...

A turnaround specialist reshapes Computer Sciences Corp.

http://www.washingtonpost.com/business/a-turnaroun...

Lower dollar could give Maple Leaf Foods a leg up on U.S. competitors: executive

http://m.thespec.com/news-story/5770361-lower-doll...

Earnings Season Restores Rationality To REITs

http://seekingalpha.com/article/3384855-earnings-s...

Whitestone REIT Is Now Yielding 8.9%

http://seekingalpha.com/article/3381495-whitestone...

TreeHouse Foods Looks Like a Tasty Morsel for Investors. The private-label food maker is in the running to buy ConAgra’s Ralcorp. Its prospects are bright following a bruising coffee price war. http://online.barrons.com/articles/treehouse-foods...

Exclusive: TreeHouse, Post join ConAgra's private label auction - sources

http://www.reuters.com/article/2015/07/28/us-ralco...

ADT: Attrition Naturally Falling, Upside Remains Significant

http://seekingalpha.com/article/3373705-adt-attrit...

National Holdings: An Undervalued Financial Services Company With Numerous Catalysts For Upside

http://seekingalpha.com/article/3373155-national-h...

American Realty Capital Properties: Shooting For A 7% Dividend Yield?

http://seekingalpha.com/article/3368765-american-r...

Noranda 11% Notes Are Cheap At 31 Even In Case Of A Restructuring

http://seekingalpha.com/article/3363605-noranda-11...

Noranda CEO buys $99k in NOR stock after PSC rate case

http://themissouritimes.com/20278/noranda-ceo-buys...

Noranda - 2nd Quarter Recap And Aluminum Price Developments

http://seekingalpha.com/article/3362555-noranda-2n...

It's Not Rocket Science: STAG Is Now Grossly Mispriced

http://seekingalpha.com/article/3367865-its-not-ro...

Why AIG's stock deserves more love

http://fortune.com/2015/07/28/aig-stock/?xid=soc_s...

Carmike Cinemas Eyes Blockbuster 50% Gain

http://online.barrons.com/articles/carmike-cinemas...

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Merger Arb

Magnetek Is Going Up

http://seekingalpha.com/article/3361105-magnetek-i...

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Economics / Misc.

Who wins and loses under Obama’s stricter power plant limits

http://www.washingtonpost.com/business/who-wins-an...

It Gets Ugly In Canada

http://seekingalpha.com/article/3389075-it-gets-ug...

Greek shares plunge 23% after market reopens

http://seekingalpha.com/news/2683055-greek-shares-...

Athex Reopens and Falls Fast. Here’s What the Street Thinks

http://blogs.wsj.com/moneybeat/2015/08/03/athex-re...

5 more reasons why investors shouldn’t worship gold right now

http://business.financialpost.com/investing/invest...

Piling on Gold. Several financial Websites appear to be ratcheting up the criticism of owning the declining metal. Is this justified? http://online.barrons.com/articles/piling-on-gold-...

Gold Is Only Going to Get Worse

http://finance.yahoo.com/news/gold-see-worse-times...

No Deal: Starwood, IHG Talks End

http://www.forbes.com/sites/halahtouryalai/2015/07...

Bill Gross Says the Fed Will Raise Rates in September

http://www.bloomberg.com/news/articles/2015-07-30/...

Puerto Rico’s debt crisis might lead to US hedge fund tensions

http://nypost.com/2015/07/27/puerto-ricos-debt-cri...

McDonald's is losing fierce fast-food fight

http://www.cnbc.com/2015/07/28/mcdonalds-is-losing...

Siemens, Bombardier Held Talks Over Train Merger

http://www.wsj.com/articles/siemens-bombardier-hel...

Dealmaking Surge in July Puts Summer of 2015 on Record Track

http://www.bloomberg.com/news/articles/2015-07-28/...

What’s Gilead’s Deal? Cash Burns Hole in Investors’ Pockets

http://www.bloomberg.com/news/articles/2015-07-27/...

Secret IPO Filings Feed Deal Frenzy

http://www.wsj.com/articles/secret-ipo-filings-fee...

Thanks for reading. While this is a ton of news, I'm sure that there are some interesting things that I have missed. If you've seen one, please take a second to give back by sharing it in the comments section. My goal in creating the Special Situation Investing Community was to create a free place on the web where like-minded individuals who love this style of investing like I do can come to discuss it and share ideas. So please, comment, comment, comment. The more dialog we have and ideas we have floating around the better it is for everyone.

Also, if you haven't already, make sure to click on the link at the top of the page to join this new special situation investing community. Doing so will enable you to receive notification when new articles are published here and to share your own ideas. Also, make sure to follow me on Twitter @TMFDeej.

Have a great day!

* If you've made it this far, you may bee asking yourself, why is there a picture of a Giant Sloth at the top of this week's Special Situation Investing News?  The answer: I love those things and I didn't have any other ideas for a picture.