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Special Situation Investing News - 9/18/2015

No snazzy intro write-up today, just the best compilation of Special Situation News that you'll find in the world.  Enjoy and have a great weekend!

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Spinoffs:

Air Products & Chemicals Spin Off Materials-Technologies Business

http://www.wsj.com/articles/air-products-chemicals...

Is The IRS Moratorium On Tax-Free Spins Good News For Net-Lease REITs?

http://seekingalpha.com/article/3518126-is-the-irs...

Ominous rumblings from the IRS about Alibaba spinoff leave Yahoo groping for a path forward

http://www.bloomberg.com/news/articles/2015-09-17/...

W. R. Grace CFO: We're not splitting so we can be acquired

http://www.bizjournals.com/baltimore/news/2015/09/...

Crunch Time For The Dolans- Altice To Buy Cablevision, AMC Networks May Buy Starz,MSG Spinoff Set

http://www.stockspinoffs.com/2015/09/17/crunch-tim...

Stifel sees challenges ahead for $MSG media #spinoff

http://seekingalpha.com/news/2782276-stifel-sees-c...

Elliott seeks partner in taking ADP #spinoff CDK Global private

http://www.reuters.com/article/2015/09/16/us-cdkgl...

Baxter #spinoff Baxalta executive says will not do defensive M&A

http://www.reuters.com/article/2015/09/16/us-baxal...

PetroChina's slump seen ignoring value of #pipeline spinoff

http://www.worldoil.com/news/2015/9/15/petrochinas...

HP to eliminate up to 30,000 more jobs as part of #spinoff $HPQ

http://registerguard.com/rg/news/local/33510611-75...

IRS Raises Red Flag on Real-Estate Spinoffs

http://www.wsj.com/articles/irs-raises-red-flag-on...

Windstream: Negative Impact Of REIT Spinoff $WIN $CSAL

http://seekingalpha.com/article/3511796-windstream...

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SPACs:

Lasry's Boulevard Acquisition II to raise $350M for acquisition, possible turnaround play

http://www.thedeal.com/content/private-equity/lasr...

Insider buy at Lindblad Expeditions

http://seekingalpha.com/news/2781566-insider-buy-a...

Double Eagle Offers Entertainment In Its IPO Announcement

http://seekingalpha.com/article/3513886-double-eag...

What Will Fox/NatGeo Mean For Lindblad?

http://www.travelpulse.com/news/tour-operators/wha...

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Merger Arb:

Starz CEO downplays AMC Network takeover rumors

http://nypost.com/2015/09/16/starz-ceo-downplays-a...

Kansas City Life Insurance: Offering A 37% Return

http://seekingalpha.com/article/3516696-kansas-cit...

Expedia, Orbitz win U.S. approval to merge

http://www.reuters.com/article/2015/09/16/us-orbit...

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Activist Investors:

Down big, 6%+ today. Voce Capital Management writes to Air Methods: “Great business, crummy stock”

http://helicopterinvestor.com/articles/voce-capita...

Activist Insight Monthly

http://www.edgecgroup.com/edgewp/wp-content/upload...

Flotek: Activist Investor Comes Knocking

http://seekingalpha.com/article/3518836-flotek-act...

Park City Capital letter to ARI Network Services

suggesting $8/share value & requesting a sale

http://www.sec.gov/Archives/edgar/data/879796/0001...

Activist Puts Ethan Allen at $41/Share, Urges Sale or Spinoff

http://www.thestreet.com/story/13290307/1/ethan-al...

Bill Ackman Is THISCLOSE To Reading The U.S. Government Its Miranda Rights

http://dealbreaker.com/2015/09/bill-ackman-is-this...

Can ValueAct Capital Turn Rolls-Royce Into Gold?

http://www.valuewalk.com/2015/09/can-valueact-capi...

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Investment Write-Ups:

2 Cheap Cash-Rich Small Banks Paying Dividends - Thrift Conversions

http://www.barrons.com/articles/2-cheap-cash-rich-...

Bronte Capital Raises Further Questions About “The Sun Edison complex”

http://www.valuewalk.com/2015/09/bronte-capital-su...

Vodafone: Enjoy the Dividend While Waiting

http://seekingalpha.com/article/3515426-vodafone-e...

Externally Managed REITs Beaten - Perhaps Too Much

http://seekingalpha.com/article/3519576-externally...

Absolute Software Slimming Down Preparing For A Sale

http://seekingalpha.com/article/3513746-absolute-s...

Boston Beer’s Bottled-Up Stock to Bubble Higher

http://www.barrons.com/articles/boston-beers-bottl...

Phillips 66′s Growth Warrants Premium Valuation: Oppenheimer

http://blogs.barrons.com/stockstowatchtoday/2015/0...

Health Care REIT Is Dealing Its Way To Good Future Profits

http://seekingalpha.com/article/3516716-health-car... 

Looking Past The Obvious To See Why History Will Rhyme: Barnes & Noble Edition

http://seekingalpha.com/article/3511166-looking-pa...

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Other Investing News: 

Suzuki buys back 19.9 percent stake held by Volkswagen for $3.8 billion

http://www.reuters.com/article/2015/09/17/us-suzuk...

The downside of the mega beer merger. Sports Seen Having Less Beer Money If AB InBev Buys SABMiller.

http://www.bloomberg.com/news/articles/2015-09-16/...

AB InBev/SABMiller mega-deal could fuel an overdue round of M&A in China

http://www.breakingviews.com/beer-megadeal-could-f...

Interesting cable co. valuation data. Dolans Secure a Rich Price Tag for Cablevision. Altice paid 9.4x Cablevision’s $CVC forward EBITDA. This comp. is rich, but it makes $GHC spinoff $CABO look expensive @ 9.9x trailing.

http://blogs.wsj.com/moneybeat/2015/09/17/dolans-s...

Syngenta poised to launch sale of veg seeds business

http://www.reuters.com/article/2015/09/16/us-synge...

This Sector Will Benefit From Fed’s Call to Stand Pat

http://blogs.wsj.com/moneybeat/2015/09/18/morning-...

AdCare Completes Operations Transfer on Two Facilities and Extends Leases on Eight Additional Facilities

http://investor.adcarehealth.com/phoenix.zhtml?c=1...

Will Altice Declare War On TV Network Price Increases After It Buys Cablevision? | Deadline

http://deadline.com/2015/09/altice-cablevision-dec...

Like I was saying...Beer mega deal would likely miss out on prize China asset

http://www.reuters.com/article/2015/09/18/us-sabmi...

Antero Midstream to acquire water business for $1.05 billion

http://www.reuters.com/article/2015/09/18/us-anter...

Bankruptcy Beckons as Troubled Energy Companies Run Out of Gas 

http://blogs.wsj.com/moneybeat/2015/09/17/bankrupt...

Nice to see them monetizing assets. Hertz Sells $100 Million Stake in China Rental Company CAR Inc

http://www.bloomberg.com/news/articles/2015-09-17/...

The end of deep-sea oil drilling as we know it

http://www.marketwatch.com/story/the-end-of-deep-s...

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Economics:

Dots Suggest Fed Will Move Slow and Steady

http://blogs.wsj.com/moneybeat/2015/09/17/dots-sug...

U.S. Congress should give Puerto Rico access to restructuring -Treasury

http://www.reuters.com/article/2015/09/18/usa-puer...

Breaking: Yellen says most officials see rate rise this year but want time due to low inflation, global concerns

http://www.wsj.com/articles/fed-leaves-interest-ra...

The Fed is reluctant to end stimulus in a time of market turmoil and rising global risk

http://www.bloomberg.com/news/articles/2015-09-17/...

Markets still don't agree with the Fed

http://www.bloombergview.com/articles/2015-09-17/m...

REITs early winners as Fed holds its fire. Like I've been saying, the selloff in REITs has been completely overdone. The risk of higher rates is much lower than most believe.

http://seekingalpha.com/news/2784296-reits-early-w...

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Jason