All posts by Steven Albrecht

Merger: SS&C with DST

On just a stock value basis, DST shareholders are getting a 26.8% premium for a company that has a fair value of $66/share, ranks in the lower 1/3rd in terms of free cash flow/share and the middle 1/3rd in terms of revenue growth over the past 12 months. DST shareholders should be pleased with the transaction, but I wouldn’t stick around for the implementation.

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Stock Consideration Change Report: U.S.

11 Stocks move on the Buy consideration list.

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Service Change – CSRA, Inc. dropped, C&J Energy Services added

CSRA, Inc. [CSRA] is no longer included in analysis because the company completed the merger with General Dynamics [GD], C&J Energy Services [CJ] has been added to the service

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Stock Consideration Change Report: U.S.

Quorum Health Joins Sell consideration list and 4 more are on Sell Watch consideration list.

Stock Fair Value Report: U.S. : Update

The following stocks have received a revised Fair Value (Fv) that represents 100% Fv for the company.