Quick win, low risk ideas for $100-$2500 profit

Exploiting arbitrage loopholes that allow small investors to generate risk free profits.

Performance results during 2015 can be found here.

This site covers special situation investment ideas that are mostly applicable to smaller investors, as the return on majority of these opportunities is limited in absolute value and usually range between $100-$500 per case. At the same time the limited return is the main reason why these opportunities exist – larger and institutional investors are simply not interested in these. Covered special situations include Odd Lot TendersGoing Private TransactionsSpin-offs and split-offs and Merger Arbitrage.

Past and currently inactive special situation ideas are free to view for all visitors of the site. However, Active Ideas are available only for subscribers.

Recent examples included opportunity with guaranteed $2700 upside!

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Inactive ideas

Lockheed Martin (LMT) – Split-off transaction – $2700 opportunity

Current Price –LMT $255.75, LDOS $50.25; Offer Price – $1.11 stock of LDOS for $1 stock of LMT (subject to upper limit of 8.2136 LDOS ex-dividend shares per share of LMT); Upside – 11% or $2700 for Odd Lot holders; Expiration date – August 16, 2016; Odd Lot holders of LMT (less than 100 shares) are not subject to […]

First Financial Northwest (FFNW) – Odd Lot Tender Offer – minimal upside currently

Current Price – $13.85 Offer Price – $13 – $14 Upside – potentially 1% or $13 (if the upper pricing limit is used) Expiration date –  9 August 2016 No proration for holders of less than 100 shares SEC Filling   Summary: First Financial Northwest, Inc., hereby offers to purchase for cash up to $40.0 million in aggregate […]

MSC Industrial Direct (MSM) – Odd Lot Tender Offer – no upside currently

Current Price – $72.53 Offer Price – $66 – $72.5 Upside – no upside currently Expiration date –  4 August 2016 Offer is subject to financing conditions! No proration for holders of less than 100 shares SEC Filling     Summary: MSC Industrial Direct is offering to purchase for cash shares of its Class A common stock, par […]

Coats Group (COA.LN) – Forced Selling – 10% upside

This special situation results from recent forced selling due to delisting from Australia and New Zealand exchanges. Long investors in Coats Group (listed in London Stock Exchange) stand to make 10%+ if prices revert to back to previous 30p/share vs current GBP 26p/share. Until recently Coats was listed on 3 stock exchanges – London, Australia […]

GAIAM (GAIA) – Odd Lot Tender Offer – $12 gain

Current Price – $7.63 Offer Price – $7.75 Upside – $12 or 1.5% Expiration date –  27 June 2016 No proration for holders of less than 100 shares SEC Filling Note: It is likely that almost all of the shares tendered will be accepted (not only odd lots) as insiders own close to half of of the outstanding shares […]

Baxter International (BAX) – Split-off Transaction – $335 upside (update)

A quick update Exhange rate for BAX/BXLT split off transaction (see here for further info) has been determined at 1.1591. To lock in profit from this transaction one needs to buy 99 BAX, short sell 115 BXLT and then tender BAX shares till tomorrow (18th of May).

Techtarget (TTGT) – Odd Lot Tender Offer – no upside currently

Current Price – $7.87 Offer Price – $7.75 Upside – N/A Expiration date –  8 June 2016 No proration for holders of less than 100 shares SEC Filling   Summary: TechTarget, Inc., a Delaware corporation is offering to purchase up to 8,000,000 shares of its common stock, par value $0.001 per share at a price of $7.75 per share.  We […]

Virtus Investment Partners (VRTS) – Odd Lot Tender Offer – minimal upside currently

Current Price – $80.41 Offer Price – $73 – $82.5 Upside – potentially 2.6% or $207 (if the upper pricing limit is used) Expiration date –  8 June 2016 No proration for holders of less than 100 shares SEC Filling   Summary: Virtus Investment Partners, Inc. is offering to purchase for cash shares of our common stock, […]

Monster Beverage (MNST) – Odd Lot Tender Offer – low possibility of $990 gain

Current Price – $150.17 Offer Price – $142 – $160 Upside – potentially 5.5% or $990 (if the upper pricing limit is used) Expiration date –  8 June 2016 No proration for holders of less than 100 shares SEC Filling Note: Be aware of Citron’s report on MNST with $80 target (http://www.citronresearch.com/the-monster-created-by-wall-street/). The company traded at c. […]

Baxter International (BAX) – Split-off Transaction – $320 upside

Current Price – BAX $43.32, BXLT $41.38; Offer Price – $1.0752 stock of BXLT for $1 stock of BAX (subject to upper limit of 1.4026 BXLT shares per share of BAX); Upside – 7.5% or $320 for Odd Lot holders; Expiration date – May 18, 2016; Odd Lot holders (less than 100 shares) are not subject to proration; […]