From what I've heard, this thing can take 4-6 weeks to completely beat.
For some reason, the articles that have caught my eye lately have been mostly related to M&A and PE topics. So, I'll just call this the M&A and PE edition of the Link Dump:
TheStreet.com has some interesting stock filters. In one, they screen for takeover candidates - firms with high price/cash flow multiples and low debt ratios.Time to get back to work - I've got a lot of catching up to do since I got almost nothing done last week.
A recent WSJ article chronicles how bondholders are bargaining more intensely for a bigger piece of the premiums in PE transactions in Bondholders Fight Back
In another PE-story, CNNMoney.com asks if there's a "private equity backlash".
James Altucher at TheStreet.com has a very nice primer on merger arbitrage (HT: Abnormal Returns)
Finally, the NY Times Online asks the question "Should You Buy When the Smart Money Sells?". The piece discusses the returns investors have historically made from "seasoned" IPOs - IPOs of companies that were taken private and then subsequently taken public a while later.