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Posted By: dpt8dbeg5a
Date Posted: May 18 2013 at 7:48am
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Date Posted: May 19 2013 at 3:42am
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Date Posted: May 28 2013 at 9:42am
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Posted By: Metcalfe
Date Posted: May 29 2013 at 12:45pm
As of the close of trading on Friday, March 8, the S&P 500 had already surged almost 9% in 2013 and the Dow Jones Industrial Average was sitting at new all-time highs. Investor confidence has also picked up substantially, sending the CBOE Volatility Index down near 52-week low levels.Global Liquidity a Market Catalyst Thus far, http://www.clarkshoesstore.com - Clarks Women's Sandals , the bullish thesis for 2013 which was laid out by top investors such as Appaloosa Management's David Tepper and Bridgewater Associates Ray Dalio has played out on cue. They argued that the economic landscape was suited for a shift into riskier assets at the beginning of the year due to a confluence of circumstances. Specifically, http://www.montblancpensclassic.com - Montblanc Ingrid Bergman , continued stimulative monetary policies on the part of global central banks has created significant excess liquidity in the financial system. 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The current environment remains ripe for deals, and this should continue to help boost equity prices along with sentiment. Even as the economy begins to show signs of life, interest rates remain extraordinarily low and equity valuations are still below historic averages. This atmosphere of cheap money, strengthening confidence, and reasonable valuations has resulted in a flurry of large deals so far in 2013. Below, we take a look at the two mega-deals that have already been announced so far this year with the view that these and other similar transactions have helped spur investor risk appetite.Dell Taken Private by Michael Dell and Silver Lake The first mega-deal of 2013 was the announcement of a $24.4 billion transaction to take PC-maker Dell (NASDAQ: DELL) private. Market rumors had been floating around in the weeks prior to the February 5th announcement of the Michael Dell-led buyout. 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Icahn revealed that he holds a "substantial" position in the stock and CNBC reported that the activist investor has purchased a 6% stake in the PC-maker. The push back from shareholders along with Icahn's proposal for a special dividend has caused Dell's stock price to rise above the $13.65 deal price. On Friday, shares closed at $14.16.Buffett's Berkshire Hathaway and 3G Capital Acquire H.J. Heinz In the biggest deal of the year, and the biggest buyout since the financial crisis, Warren Buffett's Berkshire Hathaway (NYSE: BRK-B) and Brazilian financier Jorge Paulo Lemann's 3G Capital acquired H.J. Heinz (NYSE: HNZ) for $28 billion in cash and the assumption of debt. The equity portion of the deal was valued at $23.2 billion, or $72.50 per share, as the buyers paid a 19 percent premium to Heinz's previous all-time high stock price. Berkshire Hathaway and 3G will retain 50% equity stakes in Heinz with Berkshire retaining a combination of common stock, warrants, and preferred shares. Industry watchers have said that the transaction could spur a flurry of consolidation in the food and beverage sector. Stocks such as General Mills and Campbell Soup rose on the news and major consumer staple food companies could benefit from cost synergies by teaming up with competitors. The buyout also underscores Buffett's desire to put Berkshire's massive pile of cash to work expeditiously. In 2012, the famous investor said that he was frustrated after two unnamed deals in excess of $20 billion fell apart. He also said that in 2013, Berkshire may have to do a $30 billion acquisition in order to generate sufficient returns on his firm's vast pool of capital. The continued aggressiveness shown by Buffett and Berkshire is seen as a positive signal by the markets, and investors are willing to pay a premium for stocks that are potential acquisition targets. What to Expect Going forward, the M&A space is likely to continue to heat up and deals should help lift equity valuations. 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