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OXSTONE M&A/TAKEOVER TRADE IDEAS
30-Oct-2010
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A banker turned social entrepreneur. Liu-Yue is currently building and managing two social enterprises to help make the world a better place. Liu-Yue is the Co-founder, CEO, and Chief Investment Strategist at Oxstones Investment Club a global platform that helps facilitate the exchange of ideas on emerging alternative investment opportunities along the new Silk Road (emerging markets). Liu-Yue is also Co-founder and Chief Creative Problem Solver at Cute Brands, Inc. – Cute and Happy with a Cause! Cute Brands is a cause-oriented, character-based brand licensing and brand management company that supports select charities (WWF, WCS, and ASPCA) through consumerism. A NYC native, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group. Prior to M&T, he held a number of positions in emerging markets bonds and Latin American equities at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities and special situation investing at Steinberg Priest Capital Management (family office). Liu-Yue has a Bachelor of Science in Finance and Marketing from the Stern School of Business at NYU, and an MBA specializing in investment management and strategy from Georgetown University. He also completed graduate studies in international management at the University of Oxford, Trinity College.
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By Liu-Yue (Louie) Lam, Oxstones
YHOO, YAHOO – $16.49, 10/30/10, remember MSFT wanted to buy it in the $30′s? Still has a great brand name, hidden international treasure asset – Alibaba, a China play on auctions a la Ebay and B2B ecommerce – global supply chain.
ELN, ELAN – $5.45, 10/30/10, still has a blockbuster multiple sclerosis drug – Tysabri. Currently trading near multi-year lows. Massive drug patent expiration from big pharma have pushed them to M&A in order to fill their product lines with acquisitions to replace revenues lost from generic competition. Potential take over target, maybe partner – Biogen or JNJ will close the deal. Johnson & Johnson did buy a stake for $12 a few years ago.
AOL – $26.68, 10/30/10. Still have that legendary brand name that must be worth something. Has a nice collection of internet properties. Relatively cheap valuation compared to peers in the industry. Potential take over target from its larger peers to further consolidate mind share.
SNE, SONY – $33.84, 10/30/10. Great brand name and international recognition. Still makes great electronic products of high quality. But missing the old legendary innovation for new products. Maybe Apple can help ignite the old R&D by joining forces? Sony is cheap in terms of valuation for a world class brand. Currently trading near multi-year lows and below its book value for additional margin of safety for a high quality company.
*** Please kindly note, these are not recommendations and Oxstone Capital Management do not take any responsibility for the investment performance of the idea nor the execution of the ideas listed above. The OXSTONE M&A / TAKE-OVER TRADE IDEAS List is simply Oxstones personal investment positions, and we are openly sharing our ideas and personal investments for the benefit of the Oxstones community. Please remember to always protect your downside with proper risk management controls such as portfolio diversification, asset allocation, position sizing, and stop losses. Please feel free to also write and share your best ideas for the benefit of the entire Oxstones investment community.
Kindest Regards,
Liu-Yue (Louie) Lam, Co-Founder, CEO, & Chief Investment Strategist
More IDEAS Coming Soon!
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