August 2010: ATC Technology Corp

Stock: ATC Technology Corporation

Symbol: ATAC

Buyout Terms: GENCO Distribution System is paying $25.00 in cash

Est. Closing Date: December 31, 2010

Today’s date: August 2nd

Today’s price: $24.02

Projections:

$/% Gain: $0.98/4.08%

Time frame: ~5 months

Annualized return:  +9.9%

July 2010: Hewitt Associates Buyout by Aon

Stock: Hewitt Associates

Symbol: HEW

Buyout Terms: Aon is paying $25.61 in cash and 0.6362 AON shares for each HEW share

Est. Closing Date: November 15, 2010

Today’s date: July 16th

Today’s price: $47.28

Projections:

$/% Gain: $1.35/2.86%

Time frame: ~4 months

Annualized return:  +8.6%

June 2010: Interactive Data Corp Buyout

Stock: Interactive Data Corporation

Symbol: IDC

Buyout Terms: Private equity investors are paying $33.86 in cash for each IDC share

Est. Closing Date: September 30, 2010

Today’s date: June 2nd

Today’s price: $32.22

Projections:

$/% Gain: $1.64/5.09%

Time frame: <5 months

Annualized return:  +15.2%

May 2010: Apache Buying Mariner Energy

Stock: Mariner Energy

Symbol: ME

Buyout Terms: Apache (APA) is offering 0.17 shares plus $7.80 in cash for each ME share

Est. Closing Date: September 30, 2010

Today’s date: May 7th

Today’s price: $22.72

Projections:

$/% Gain: $1.06/4.67%

Time frame: <5 months

Annualized return:  +11.2%

April 2010: SandRidge Energy Acquisition of Arena Resources

Stock: Arena Resources

Symbol: ARD

Buyout Terms: SandRidge Energy (SD) is offering 4.7771 shares plus $2.50 in cash for each ARD share

Est. Closing Date: September 30, 2010

Today’s date: April 13th

Today’s price: $36.60

Projections:

$/% Gain: $1.25/3.42%

Time frame: <6 months

Annualized return: +7.3%

March 2010: SouthWest Water Company Going Private

Stock: SouthWest Water Company

Symbol: SWWC

Buyout Terms: A private water infrastructure company is paying $11.00 cash for each SWWC share

Est. Closing Date: September 30, 2010

Today’s date: March 18th

Today’s price: $10.50

Projections:

$/% Gain: $0.50/4.76%

Time frame: 6 months

Annualized return: +9.5%

February 2010: FirstEnergy Buying Allegheny Energy

Stock: Allegheny Energy

Symbol: AYE

Buyout Terms: FirstEnergy (FE) is paying 0.667 shares of its stock for each AYE share

Est. Closing Date: March 31, 2011

Today’s date: February 11th

Today’s price: $23.60

Projections:

$/% Gain: $2.87/12.17%

Time frame: 12-14 months

Annualized return: +11.2%

January 2010: ExxonMobil Buying XTO Energy

Stock: XTO Energy

Symbol: XTO

Buyout Terms: ExxonMobil is paying 0.7098 shares of its stock for each XTO share

Est. Closing Date: June 30th

Today’s date: January 14th

Today’s price: $47.58

Projections:

$/% Gain: $1.64/3.45%

Time frame: < 6 months

Annualized return: +7.5%

December 2009: Hewlett Packard Buying 3Com

Stock: 3Com

Symbol: COMS

Buyout Terms: Hewlett Packard is paying $7.90 cash for each COMS share

Est. Closing Date: June 30th

Today’s date: December 1st

Today’s price: $7.40

Projections:

$/% Gain: $0.50/6.76%

Time frame: ~ 7 months

Annualized return: +11.6%

November 2009: IMS Health Buyout

Stock: IMS Health

Symbol: RX

Buyout Terms: Private equity firms are paying $22.00 cash for each RX share

Est. Closing Date: March 31st

Today’s date: November 5th

Today’s price: $20.82

Projections:

$/% Gain: $1.18/5.67%

Time frame: ~ 5 months

Annualized return: +13.6%