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.

Currently under active ideas opportunity with $650 upside!

Recent examples included idea with guaranteed $2700 upside!

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Inactive ideas



Bind Therapeutics (BINDQ) – Liquidation – 15%-35% upside

Current Price –$0.92; Expected distributions – $1.08 – $1.25; Upside – 15% to 35%; Distributions are expected to be completed by Q4 2016 or beginning of Q1 2017 (within 6 months). Funds will be distributed only for record holders as of 30th of August. Plan of liquidation Caution: The below listed idea involves company in bankruptcy […]

Published on: August 24, 2016


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 […]

Published on: July 14, 2016


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 […]

Published on: July 14, 2016


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 […]

Published on: July 14, 2016


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 […]

Published on: June 28, 2016


Carmike Cinemas (CKEC) – Bet on higher takeover price – 300%+ upside with options

Going forward I will be expanding the scope of investment ideas covered on Special Situation Investments website. I will look to include trades with hard catalysts and not correlated with overall market performance. Any feedback on what other type of ideas could be covered on the site is more than appreciated. Here comes the first […]

Published on: June 21, 2016


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 […]

Published on: May 24, 2016
 

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 […]

Published on: May 13, 2016


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, […]

Published on: May 13, 2016