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Wednesday, March 29, 2017

Something's BREWing at CBA $BREW

  • Craft Brew Alliance (ticker: Brew, but nicknamed CBA) new deal with Anheuser-Busch could lead to a buyout at a big premium.
  • Declines at other brands have hidden Kona's growth recently, but that should change in the near future
  • At today's prices, shareholders have multiple ways to win.

Monday, March 6, 2017

Playa-ing around with SPACs (Part 2) $PLYA $PACE

  • Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month.
  • Despite the history of SPACs, I find the deal and company attractive
  • Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) covers why I like Playa.

Playa-ing around with SPACs (Part 1) $PLYA $PACE

  • Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month.
  • Despite the history of SPACs, I find the deal and company attractive
  • Due to post size, I split my overview into two pieces: part 1 (below) covers why I'm so negative on SPACs, and part 2 (see here) covers why I like Playa.

Thursday, March 2, 2017

What the heck is happening at Insignia $ISIG

  • Some weird stuff is happening at Insignia
  • I'd love to get your take on it