TIF News and Press, Tiffany & Co. From 06/29/20

Thesis Jewelry can be a tricky business. It can be even trickier when there’s a buyout on the table, but the pandemic has thrown the deal into question. So, on top of the jewelry business itself comes uncertainty about what happens to the business after the pandemic and the merg...

In this episode of Industry Focus: Consumer Goods , Emily Flippen and Motley Fool contributor Dan Kline revisit the retail bracket showdown with eight fresh companies. There are some interesting pairings this time around, so find out which one makes it to the final round. As always, our hosts...

In this video interview Andrew Walker, portfolio manager at Rangeley Capital, talks to me about some of his best investment ideas. I love Andrew's writing on his blog. He's a fantastic analyst and extremely knowledgeable around the media space, both regarding content and distribution. We tou...

Merger activity decreased last week with two new deals announced, and one deal closing. One of the two new deals announced last week was on our list of potential deals and the other one was a "going private" transaction. According to Reuters, Australian antitrust regulators expressed conc...

It was never going to be plain sailing completing M&A deals during a pandemic but some of the attempts by acquirers to wriggle out of definitive purchase agreements show a whiff of desperation. Let's consider three high profile 'stressed' M&A deals. Tiffany/LVMH - Deal Looks On T...

Luxury jeweler Tiffany & Co. (TIF) currently (as of June 12th) trades about 13 percent below the $135 per share that LVMH SE (LVMHF) (LVMUY) has agreed to pay for the company. There is some fear that the French group might seek to renegotiate the deal following media speculation . However...

After just one new deal announced in the prior four weeks, merger activity increased last week with three new deals announced, three deals closing, and one suitor attempting to walk away from a deal. Simon Property Group ( SPG ) attempted to walk away from its acquisition of Taubman Centers ...

This weekly column explains the reasons behind the movement in a selection of the largest U.S. cash merger arbitrage spreads from the past week as calculated by Merger Arbitrage Limited. We analyze the attractiveness and profitability of each spread going forward and indicate the trading pos...

Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts, and the latest edition may be found here . However, since this list is only produced once per month, the data in it can quickly get out of date. Fu...

The collapse of the Simon Property-Taubman deal this morning will be of high interest to investors watching other large mergers announced before the pandemic hit the U.S. More news on: Tiffany & Co., LVMH Moët Hennessy - Louis Vuitton, Société Européenne, Caesars ...