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Three major M&A deals rocked the Street on Monday. What must you know and how should you trade in the aftermath?
Disney & Marvel
Disney [DIS
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] agreed buy Marvel [MVL
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] for $4 billion in a deal that pays shareholders a 29 percent premium.
The agreement will add characters such as Iron Man, Spider-Man and the Fantastic Four to its entertainment empire. This is Disney’s largest undertaking since it’s $7.6 billion purchase of Pixar in 2006.
What’s in this deal?
Although Disney is a blockbuster brand with girls due to Hannah Montana, Cinderella and Snow White, it has struggled to achieve the same kind of success with boys.
”(The acquisition) helps give Disney more exposure to the young male demographic that they have sort of lost some ground with in recent years," says David Joyce, an analyst with Miller Tabak.
Baker Hughes & BJ Serivces
Oilfield services company Baker Hughes [BHI
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] said on Monday it would buy smaller rival BJ Services [BJS
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] for $4.9 billion to create a one-stop shopping destination for its oil and gas producing customers.
It is also a reunion of sorts. BJ was spun off from Baker Hughes in 1990
What’s in this deal?
With the deal, Baker Hughes, the No. 4 oilfield services company by market value, will be better able to compete with Halliburton [HAL
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] and Schlumberger [SLB
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] for projects that require multiple services as it bets on a recovery in the North American natural gas market.
"The business logic is one where both companies felt that all the major international oil and gas players want to rely increasingly on a one-stop approach where they can bundle services," explains John Olson, a fund manager at Houston Energy Partners.
Huntsman & Tronox
Chemicals maker Huntsman [HUN
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] said on Monday it would bid $415 million for some assets of bankrupt rival Tronox Inc [TRXAQ
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] to expand its pigments business.
What’s in this deal?
On the table are titanium dioxide facilities in the Netherlands and the United States, a 50 percent joint venture interest in a titanium dioxide facility in Australia, and electrolytic production facilities.
The move was met on Wall Street with skepticism, due in part to excess capacity in the titanium oxide business and Huntsman's already burdened balance sheet.
But this wouldn't be Fast Money without a trade! So who’s next?
I’m watching Pride [HUN
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], reveals Karen Finerman. I think they’re right in the sweet spot. It wouldn’t be surprising to see a deal involving this company.
Kodak [EK
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], Chesapeake [CHK
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], Terra [TRA
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] and Peabody [BTU
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] could also be potential takeover targets, adds host Melissa Lee. That’s according to Morgan Stanley.
If you’re looking to trade M&A I’d look at Lazard [LAZ
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] and Greenhill [GHL
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], adds Guy Adami. They win as M&A activity increases.
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Trader disclosure: On Aug 31st, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Terranova Owns (AMZN), (FCX), (JPM), (SU), (WFT); Terranova Is Short (SHLD); Terranova Is Short (ESS); Terranova Owns (CCL) Puts; Terranova Works For (VRTS); Finerman Owns (PDE); Finerman Owns (RIG); Finerman's Firm Owns (BAC) Preferred Shares, Finerman Owns (BAC) Preferred Shares And Owns (BAC); Finerman's Firm Owns (WFC) Preferred Shares And Is Short (WFC), Finerman Owns (WFC) Preferred Shares ; Finerman's Firm Owns (MSFT), (NOK), (WMT), (PBR), (PDE), (RIG), (TBT); Finerman's Firm Is Short (USO), (IYR), (IJR), (MDY), (IWM); Najarian Owns (BAC) & Short (BAC) Calls ; Najarian Owns (BUCY) & Short (BUCY) Calls; Najarian Owns (HGSI) Call Spread; Najarian Owns (FCX), Owns (FCX) Put, Is Short (FCX) Calls; Najarian Owns (JPM) & Is Short (JPM) Calls ; Najarian Owns (MS) And Is Short (MS) Call; Najarian Owns (MSFT) And Is Short (MSFT) Call; Najarian Owns (PALM) Calls; Najarian Owns (TXT) Call Spread; Najarian Owns (TEVA) Calls; Najarian Owns (C) & Short (V) Calls; Najarian Owns (WFT) Call Spread; Najarian Owns (YHOO) Call Spread; Najarian Owns (ETFC) Calls
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