Wednesday, January 2, 2013

GEOY

Steven Feinberg of Cereberus, last year signed a contract with GEOY to be able to buy 30% of the outstanding stock for GEOY when it was about $19. Geez, I wonder if he knew something?

Going forward-what i really want to know is, will this merger (monopoly) between GEOY and DGI allow them to execute monopolistic pricing?

The things I know:
1. big upside in industry
2. wide moat to get in
3. I want to hold at least one of these stocks
 

Sunday, December 30, 2012

MONOPOLY

Here's something worth looking into. GEOY is merging with DGI. This merger will create a monopoly. I am holding on to GEOY. The stock has doubled in the last 6 months. The merger still has to be approved by the powers that be-but it looks like it is going to happen.