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The Mill – Separating Fact from Fiction: Nabors, Health Care M&A

In our new segment the Fast pros break down the stories they’re hearing on the floor. What are the odds?

Transocean - Nabors Deal In The Works?

Peer into the dark corners of the trading floor and you’ll spy pros speculating about a possible deal between Transocean and Nabors.

What are the odds?

According to OptionMonster Jon Najarian the chatter is more likely true than not.

”The rumor has been around a while,” Najarian tells us “But the recent options activity in RIG as well as rivals suggest there’s a lot of focus on the space. I’m thinking the speculation is more fact than fiction.”


Healthcare M&A

On Monday Cigna said it planned to buy HealthSpring for $3.8 billion. The deal triggered talk that it was just the beginning of M&A in the space.

What are the odds?

Trader JJ Kinahan says the speculation is more likely true than not.

“And the interesting one in the space is Humana,” he says. He thinks it could either be acquired or be an acquirer.



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Trader disclosure: On Oct 21, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Kinahan is long stock/short options BAC; Kinahan is long stock/short options C; Kinahan is long through options GS; Karabell is long AAPL; Karabell is long GOOG; Karabell is long MS; Karabell is long IBM; Karabell has short puts on AMZN; Karabell is long FCX; Karabell is long MSFT; Karabell is long CAT; Karabell is long FDX; Grasso owns AA; Grasso owns AKS; Grasso owns ASTM; Grasso owns BA; Grasso owns BAC; Grasso owns D; Grasso owns KEG; Grasso owns LIT; Grasso owns MHY; Grasso owns PFE; Grasso owns PRST; Grasso owns S; Grasso owns XLU; Najarian has short calls on CAT; Najarian has short calls on CNX; Najarian has short calls on MMM; Najarian has short calls on NUAN; Najarian is long CME; Najarian is long CBOE; Najarian is long CIGX

For Zach Karabell
Rivertwice owns AAPL
Rivertwice is short XLF
Rivertwice is short SMH
Rivertwice is long IBM
Rivertwice is long QCOM
Rivertwice has long calls on MOS
Rivertwice is short ANR

For Rich Ilczyszyn
No disclosures

For Steve Grasso
Stuart Frankel & Co and it’s partners own CSCO
Stuart Frankel & Co and it’s partners own CUBA
Stuart Frankel & Co and it’s partners own GERN
Stuart Frankel & Co and it’s partners own HPQ
Stuart Frankel & Co and it’s partners own HSPO
Stuart Frankel & Co and it’s partners own JPM
Stuart Frankel & Co and it’s partners own MET
Stuart Frankel & Co and it’s partners own MSFT
Stuart Frankel & Co and it’s partners own MU
Stuart Frankel & Co and it’s partners own NYX
Stuart Frankel & Co and it’s partners own (PFE)
Stuart Frankel & Co and it’s partners own PRST
Stuart Frankel & Co and it’s partners own UAL
Stuart Frankel & Co and it’s partners own XRX

For Stephen Volkmann
I, Stephen Volkmann, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressed in this research report.

As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receives compensation based in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate, but various regulations may prevent us from doing so. Aside from certain industry reports published on a periodic basis, the large majority of reports are published at irregular intervals as appropriate in the analyst's judgment.

For Marc Chandler
Brown Brothers Harriman makes a market in currencies

For Tony Wible
I, Tony Wible, the Primarily Responsible Analyst for this research report, hereby certify that all of the views expressed in this research report accurately reflect my personal views about any and all of the subject securities or issuers. No part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views I expressed in this research report.
Janney Montgomery Scott is a market maker in the securities of NFLX, AAPL, AMZN and LSTZA, and may at any time hold a long or short position in these securities. Janney Montgomery Scott may seek compensation for investment banking services from the subject company (ies) NFLX, AAPL, AMZN and LSTZA securities in the next 3 months. The research analyst is compensated based on, in part, Janney Montgomery Scott's profitability, which includes its investment banking revenues.

For Urs Dur
All of the recommendations and views about (FDX) securities and companies in this report accurately reflect the personal views of the research analyst named on the cover of this report. No part of this research analyst’s compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed by the research analyst in this research report.
Lazard Capital Markets LLC makes a market in FDX securities.

For Brian Kelly
Shelter Harbor Capital is long EWA
Shelter Harbor Capital is long ASX 200 futures
Shelter Harbor Capital is long Euro

For Colin Gillis
The analyst primarily responsible for this research report, and whose name appears on the front cover, certifies that: (i) all of the views expressed in this research report accurately reflects his or her personal views about any and all of the subject securities or issuers featured in this report; and (ii) no part of any of the research analyst's compensation was, is, or will be, directly or indirectly related to the specific recommendations or views expressed by the research analyst in this report.
Investment banking (next 3 months): BGC Financial LP and/or its affiliates, expect to receive, or intend to seek, compensation for investment banking services within the next three months from (YHOO), (MSFT), and (AAPL).



CNBC.com with wires.

Symbol
Price
 
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CI
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HUM
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AMNB
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RIG
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