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Deal flow has been exceptional lately. Is M&A back on track?
Frank Aquila, Sullivan & Cromwell Partner and M&A specialist joins the panel for this conversation. Following is a summary of his main points.
Strategic buyers are really finding opportunity right now, reveals Aquila. Now that the financing markets are starting to firm up I think you’re going to see a lot more deals like Monday's Mars, Berkshire and Wrigley deal.
Why is that?
I think the financing markets are getting more comfortable lending to solid names like Mars, replies Aquila; companies that are relatively low risk. And they like combinations that make sense from a strategic point of view.
How about private equity deals?
They can’t do deals at the same level they were doing them last year, Aquila says. The leverage is not there. But they’re not out of the game. They’re smart guys and they’re going to try to do deals.
Traders, any plays?
If you have a penchant for risk get long Greenhill [GHL
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] ahead of earnings, says Guy Adami.
#2 - STILL A STEAL?
Will a weak dollar combined with increased demand from emerging markets lead to blowout earnings from U.S. Steel on Tuesday?
I think Posco [PKX Loading... ()
] is a buy, reveals Tim Seymour because it’s lagged the rally. Or check out ArcelorMittal [MT
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], adds Guy Adami.
Why not just go with the straight play; US Steel [X
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], exclaims Jeff Macke.
#3 - THE MOGUL ON MEDIA
With big media earnings due this week, find out what former Disney Chief Michael Eisner says every trader should know!
Usually media companies are somewhat resistant to recession, but the advertising environment is not great. I expect to see some softness in advertising, explains Eisner.
Where are we in the sale of content in digital world?
Content companies going digital is clearly the future, replies Eisner Frankly I think Viacom and CBS should get back together. They’re suicidal separately and together they’re more like Disney or GE….I’ve talked to Sumner a lot, he adds and he’s got to be thinking about putting it back together.
What about this year as an election year?
Media companies love elections, replies Eisner. ABC has stations in major markets as does Fox and they should benefit when the big spending comes
What do you think of Vanity Fair's racy photos Of Miley Cyrus?
I think that’s much ado about nothing, he replies.
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Trader disclosure: On Apr. 28, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders: Macke Owns (MSFT), (DIS), (INTC), (ATVI); Seymour Owns (AAPL), (EEM), (F), (HAL), (INTC), (MSFT), (TSO), (DUG); Seygem Asset Management Owns (GFA), (PBR); Finerman's Firm And Finerman Own (FLS), (HD), (KALU); Finerman's Firm Owns (MSFT), (NOK), (SUN), (TSO), (VLO); Finerman's Firm Owns A Bullish Call Spread In (YHOO) And Owns (YHOO) Stock; Finerman's Firm Is Short (IYR), (IJR), (MDY), (IWM), (SPY), (COF); Finerman's Firm Is Short The British Pound; GE Is The Parent Company Of CNBC; NBC Universal Is The Parent Company Of CNBC
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