March 05, 2006

BIG FAT MEGA MERGERS - a trend that is early - still!

My e-mail newsletter readers know that I have been calling for mega mergers the last 18 months. I am not sure how to best make money off this trend. My canadian LMD represents a solid merger arbitrage fund with a decent track record against its peers.

I think that as long as mergers remain in vogue, a floor remains under any big US market selloffs and a weak US Dollar will facilitate the length and strength of this trend.

AT&T's buyout announcement of Bellsouth is a biggie, but I expect biggerand sexier one's still.

The merger - maybe not shit squared (America West/US Air), but "pretty boring" squared.

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