Baron Nathan Mayer de Rothschild told us all to "Buy when there's blood in the streets!" That maxim makes tons of sense today for individual investors -- but it applies just as well to mergers and acquisitions.
I thought that proverb was about investing!
Sure, corporations can follow the same rules as the rest of us Plumber Joes and Preschool Teacher Jills. The dictionary defines a corporation as "a body formed and authorized by law to act as a single person," so it's not completely wrong to ascribe human needs and emotions to businesses.
So when the market takes a 35% haircut in one year, and 23% in one tiny month, you're drooling over all that delicious sanguine sauce flowing between Broadway and South Street. Strong companies with deep pockets are doing the same, because growth by acquisition is still growth, and they see some of the best buyout opportunities in decades.
Let's have a look at some of the Wall Street hunters and their prey.
The usual suspects
Microsoft
Virtualization expert VMware
Gimme some news, you big tease!
How about a retail veteran with high-tech ambition and proven leadership? Video rental maven Blockbuster
The company's own Circuit City buyout plans have been likely shelved, because the target was in worse shape than Blockbuster itself ever was. Without the extra baggage, Blockbuster is more of a target than a loaded gun. Its triple-play business model in online, by-mail, and in-store movie rentals could convince a major Hollywood player like NBC Universal or Walt Disney
And then what?
Baron de Rothschild would be thrilled to work in mergers and acquisitions today, as the blood runs thick and syrupy down Wall Street's gutters. Fire up your favorite stock screener, look for worse-than-average share price cuts and an affordable valuation, and start separating the true losers from the beaten-down but brilliant businesses that deserve to be part of something bigger. There are tons of attractive buyout opportunities in a market like this.