Tuesday, October 21, 2008

Arb Spreads Huge

Here is an interesting arb. spread analysis. current potential profit is more than twice historical average.



Yesterday we went long Rohm & Hass (ROH) in their upcoming buyout by Dow chemical (DOW).

There are a bunch of other opportunities out there, just be very wary of those involving bank debt..it may not be there.


Disclosure ("none" means no position):Long ROH, DOW
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