Portfolio changes : AHCI and SODA

August 3, 2011

AHCI, a home care staffing company which I have previous written up here, has been bought out at $3.90. I liquidated my entire position at $3.83 instead of waiting  for the acquisition to close. This is a gain of around 50% over 7 months.  There are substantial synergies between the acquirer and AHCI, and I view this as a win-win acquisition. AHCI loses the undervaluation associated with being a small cap in a niche business, while the acquirer can diversify its existing staffing business.

In other news, I also covered one-third of my SODA short at a 20% loss. This is mainly a precautionary portfolio management move, to limit the size of this SODA to around 2% of my portfolio, but I was also motivated by the resolution of the Greek debt crisis in Europe.

{ 1 comment… read it below or add one }

Anonymous September 2, 2011 at 2:59 pm

This is a double post…I accidentally posted it in “SODA: A Bubbly Short” but intended it for here.

Thank you for your thoughtful analyses – I have been reading your blog for a while now and enjoy them.

If you are looking for short ideas, then here is one that may pique your interest:

http://hedgedvalue.wordpress.com/2011/09/01/28/

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