An activist position in Cliffs Natural Resources that I wrote about Tuesday started me thinking about where we might be able to find other interesting companies that activists were involved in but were not quite on the Carl Icahn-type radar screen.
I keep track of activist investors as a matter of course as they often identify undervalued stocks and are successful at unlocking value in the form of a higher stock price. If you get in early enough quite a bit of money can be made riding their coattails.
Real Money's Tim Melvin thinks the current downturn is just a bump in the market advance.
Real Money's Tim Melvin says one of the biggest problems facing investors is the search for income-producing stocks.
In this Real Money article, Tim Melvin discusses four small banks are safe, cheap and overdue for a takeover.
In this Real Money article, Tim Melvin discusses why he liked Petrobras and Ensco.
Maybe the corner's been turned -- or maybe not -- but you might want to hang on to your shares for an eventual recover.
This trade of the decade is still very much a go.
If you're bracing for the worst, here are some more names to buy now.
Here's where I would put new money in a market that has structural problems.