April 2009: M&T Bank and Provident Merger

Stock: Provident Bank

Symbol: PBKS

Buyout Terms: M&T Bank (MTB) is paying 0.171625 shares of its stock  ($46.95) for each PBKS share

Est. Closing Date: May 22nd

Today’s date: April 8th

Today’s price: $7.51

Projections:

$/% Gain: $0.55/7.32%

Time frame: 44 days

Annualized return: +60.7%

March 2009: Thinkorswim Buyout by TD Ameritrade

Stock: Thinkorswim

Symbol: SWIM

Buyout Terms: TD Ameritrade (AMTD) is paying 0.398 shares of its stock plus $3.34 in cash for each SWIM share

Est. Closing Date: June 3oth

Today’s date: March 3rd

Today’s price: $7.66

Projections:

$/% Gain: $0.20/2.58%

Time frame: 119 days

Annualized return: +7.9%

February 2009: Aladdin Knowledge Systems Buyout

Stock: Aladdin Knowledge Systems

Symbol: ALDN

Buyout Terms: Private equity firm Vector Capital is paying $11.50 per share in cash

Est. Closing Date: March 31st

Today’s date: February 16th

Today’s price: $10.95

Projections:

$/% Gain: $0.55/5.02%

Time frame: 44 days

Annualized return: +41.6%

January 2009: Puget Sound Energy Buyout

Stock: Puget Sound Energy

Symbol: PSD

Buyout Terms: Private equity firm is paying $30.00 per share in cash

Est. Closing Date: February 6th

Today’s date: January 21st

Today’s price: $29.37

Projections:

$/% Gain: $0.62/2.15%

Time frame: 17 days

Annualized return: +46.1%