quote:
This may or may not affect me this year but the rules were set before the year started as I have CELG that is in the process of being acquired. I think we need to stay with the rule set up when contest started. If someone has a better idea should be implemented before the start of the next contest with the rules In place from the start.

Thanks. I agree with your comments but that doesn't mean it's fair to the players who happened to have one of their companies get bought out.

So far we've only had three of our original stock picks merged into a successor company. CELG would make it four if that merger is completed before the end of this year.

I've added an "Adjustments" tab to my spreadsheet for anyone's original stock picks that have been bought. I take the YTD % performance as of their date of merger and then I adjust it with the successor company's YTD performance since the date of the merger up to the most recent update date.

I've also included dividends paid by the successor company since the merger date in the adjustment.

I'd like to ask those players who have a company which got bought during the year to compute what they believe their YTD performance is for their successor company stocks and compare your results to the numbers that I came up with below.

So far the following mergers have occurred.

1. ynlvr's original pick First Data Corp (FDC) was merged into FISERV (FISV) on 7/29/2019.

As of 10/18/19 my computation shows the YTD % performance for the FDC/FISV combination is 65.51% as opposed to just the FISV YTD % of 43.79% shown in the update above.

2. Wade Phillips' original pick Total Systems Services (TSS) was merged into Global Payments, Inc. (GPN) as of 9/17/2019.

As of 10/18/19 my computation shows the YTD % performance for the TSS/GPN combination is 63.53% as opposed to just the GPN YTD % of 55.30% shown in the update above.

3. Zilla's original pick Carbon Black (CBLK) was merged into VMWare, Inc. (VMW) as of 10/7/2019.

As of 10/18/19 my computation shows the YTD % performance for the CBLK/VMW combination is 93.43% as opposed to just the VMW YTD % of 10.95% shown in the update above.

I have not gone back and inserted these numbers into the most recent update above.

This post was edited on 10/21/19 at 4:11 pm

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Posted by ynlvr

Rocket City

Member since Feb 2009

4603 posts

Posted on 10/21/19 at 3:45 pm to LSURussian

quote:
I'm considering doing just that for the final update after the end of the year.

I think we should stand by your rules as set forth at of the beginning of the year.

Perhaps posting an asterisk (*) ranking for those of us who have benefited or suffered from an acquisition during the calendar year is a reasonable consolation.

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Posted by LSURussian

Member since Feb 2005

127002 posts

Posted on 10/22/19 at 10:03 am to LSURussian

Below is a "Merger Adjusted" YTD performance update as of 10/18/19.

Three players have had one of their stocks merged into another company: ynlvr, Wade Phillips and Zilla. Their YTD performance will be different from the previous 10/18/19 update and, of course, it affects their ranking.

1 Vols&Shaft83 75.43% 1 54.91%
AA -18.96% SNE 23.02% ROKU 324.09% JPM 26.88% HMN 22.14%

2 WPBTiger 51.86% 2 47.47%
SHOP 127.04% TDOC 39.64% SQ 7.77% TTD 67.85% AMZN 17.01%

3 jerryc436 47.93% 3 42.17%
AAPL 51.31% BABA 23.39% NVDA 43.05% WDC 61.29% CELG 60.63%

4 HYDRebs 40.87% 4 42.85%
SMAR 48.39% HEI 53.77% MRVL 47.37% MS 12.51% VRSK 42.31%

5 cuyahoga tiger 36.56% 5 34.46%
V 33.74% T 41.94% SMG 65.82% BAC 25.12% LUV 16.18%

6 deeprig9 36.23% 6 36.03%
XOM 2.90% T 41.94% F 27.32% SO 43.40% EQIX 65.59%

7 jsk020 35.84% 7 33.17%
AAPL 51.31% BABA 23.39% EXC 1.45% AMD 67.77% SBUX 35.26%

8 papz 35.82% 8 37.92%
AMZN 17.01% SHOP 127.04% W 21.23% TDOC 39.64% ACB -25.81%

9 Dandaman 33.29% 9 32.03%
T 41.94% ALLY 35.92% AMZN 17.01% AAPL 51.31% GOOG 20.27%

10 PearlJam 33.07% 10 29.45%
GS 25.36% BAC 25.12% AAPL 51.31% C 36.67% JPM 26.88%

11 Zilla 33.03% 45 33.45%
SQ 7.77% FB 41.77% ZS 9.26% VZ 12.90% CBLK/VMW 93.43%

12 theOG 32.46% 11 32.46%
BHC 22.04% CGC -24.79% KNX 46.47% STNE 84.46% NBIX 34.13%

13 oklahogjr 30.47% 12 29.71%
NOW 36.48% TDOC 39.64% DXCM 30.98% ADSK 8.60% MSFT 36.64%

14 DawgCountry 30.06% 13 26.99%
T 41.94% AMZN 17.01% HD 40.85% CVX 8.75% FB 41.77%

15 windshieldman 30.05% 14 27.99%
BP 3.71% V 33.74% AAPL 51.31% TWTR 35.66% PM 25.82%

16 TimeOutdoors 29.61% 15 32.75%
TLK 17.04% ANET 13.64% APPN 55.30% ATVI 17.91% MA 44.16%

17 Azazello 29.05% 16 27.22%
AAPL 51.31% AMZN 17.01% GS 25.36% GILD 6.79% LMT 44.78%

18 DynaMike 27.21% 17 23.06%
AAPL 51.31% GOOG 20.27% AMZN 17.01% INTC 11.45% BBY 35.99%

19 SouthMSReb 27.11% 18 26.09%
NKE 30.51% FB 41.77% ITW 27.38% BA 8.58% F 27.32%

20 eatboudin 26.98% 19 28.33%
WMT 29.61% EL 43.60% BUD 43.07% STZ 23.90% MO -5.30%

21 LSUtoOmaha 26.48% 20 27.58%
ET 3.37% KMI 34.72% HCA 0.31% JPM 26.88% BX 67.13%

22 Costanza 25.12% 21 26.76%
AMZN 17.01% BA 8.58% V 33.74% MSFT 36.64% WMT 29.61%

23 LSURussian 25.07% 22 24.00%
AMZN 17.01% MSFT 36.64% JPM 26.88% T 41.94% XOM 2.90%

24 Lawg4dyfe 25.06% 23 22.06%
T 41.94% VZ 12.90% VKTX -14.58% AAPL 51.31% V 33.74%

25 LSUTOM07 25.01% 24 21.30%
FB 41.77% HAL -28.63% WYNN 17.55% CELG 60.63% V 33.74%

26 Wade Phillips 24.84% 29 21.48%
STZ 23.90% JPM 26.88% UNH -0.29% CSCO 10.99% TSS/GPN 62.73%

27 FriscoTiger 24.32% 25 26.16%
VTR 28.41% UN 14.99% V 33.74% BA 8.58% NEE 35.90%

28 tiger perry 23.97% 26 23.36%
MCD 19.38% PG 31.01% AAPL 51.31% JNJ 1.12% AMZN 17.01%

29 CajunTiger92 23.90% 27 24.66%
JPM 26.88% IP 8.42% MSFT 36.64% IR 30.32% SCI 17.26%

30 TigerinOkieHell 23.37% 28 21.79%
T 41.94% WMT 29.61% INTC 11.45% CVX 8.75% BAC 25.12%

31 TigeRoots 23.35% 30 18.47%
BAC 25.12% CAT 5.84% RDS.A 3.90% ALK 11.57% LULU 70.31%

32 TunaTime 23.22% 31 21.42%
AAPL 51.31% AMZN 17.01% ZTS 50.35% COP -11.33% CVX 8.75%

33 LSUcam7 22.96% 32 18.82%
VLO 25.06% MS 12.51% FB 41.77% AGN 31.54% TAP 3.94%

34 ynlvr 22.94% 40 15.14%
TDOC 39.64% NVDA 43.05% CNC -18.68% FDC/FISV 66.68% NBR -16.00%

35 leoj 22.57% 33 23.80%
DIS 20.17% TXN 39.44% LRCX 74.08% BA 8.58% COMM -29.41%

36 Willie Stroker 22.14% 34 21.10%
AMZN 17.01% BAC 25.12% CRM 5.20% V 33.74% WMT 29.61%

37 Notro 21.93% 35 23.03%
JNJ 1.12% BAC 25.12% GE 20.87% KO 18.23% NOC 44.33%

38 Hussss 21.91% 36 21.90%
RCII 64.42% OLN -6.51% SSRM 20.76% VZ 12.90% NVS 17.97%

39 C 21.26% 37 22.20%
XOM 2.90% T 41.94% CSCO 10.99% GE 20.87% WMT 29.61%

40 raw dog 18.80% 38 14.12%
TELL 9.64% REV 1.63% JD 43.00% IAC 21.20% AMRN 18.52%

41 PlanoPrivateer 18.70% 39 17.03%
LMT 44.78% MO -5.30% CAT 5.84% F 27.32% GE 20.87%

42 southernelite 18.35% 41 14.27%
DIS 20.17% MSFT 36.64% ORCL 22.83% DE 18.12% FEYE -6.01%

43 Rendevoustavern 17.04% 42 18.56%
JPM 26.88% BA 8.58% CAT 5.84% MSFT 36.64% LYB 7.28%

44 thegreatboudini 16.79% 43 13.14%
PFE -14.00% INFO 45.38% BABA 23.39% AMD 67.77% CHK -38.57%

45 Cdawg 16.57% 44 14.40%
AMZN 17.01% BAC 25.12% V 33.74% JNJ 1.12% CAT 5.84%

46 arkiebrian 12.16% 46 9.44%
AAPL 51.31% CHK -38.57% FCX -5.14% FB 41.77% INTC 11.45%

47 lynxcat 10.24% 47 8.16%
NVDA 43.05% KDP 9.95% CRON -19.92% AMZN 17.01% JNJ 1.12%

48 bayoubengals88 9.71% 48 4.68%
CIM 22.00% PFE -14.00% DPZ 3.90% T 41.94% MO -5.30%

49 white perch 6.04% 49 7.13%
GE 20.87% RDS.B 1.67% AMZN 17.01% CALM -4.04% MO -5.30%

50 TT1234 4.77% 50 7.26%
GILD 6.79% LRCX 74.08% VIAB -11.87% EAF 2.05% TUP -47.20%

51 juice4lsu 3.64% 51 4.30%
GS 25.36% JD 43.00% PVH -5.90% VNOM 3.19% NKTR -47.46%

52 cave canem 3.32% 52 5.16%
GS 25.36% CAT 5.84% GE 20.87% CPE -41.14% LNG 5.68%

53 rowbear1922 1.04% 53 3.85%
GE 20.87% CGC -24.79% MO -5.30% CAT 5.84% BA 8.58%

54 Suntiger 0.22% 54 0.61%
ANTM -4.12% BAC 25.12% CGC -24.79% BABA 23.39% IDCC -18.50%

55 bossflossjr -4.22% 55 -0.31%
DNR -40.94% AMZN 17.01% XOM 2.90% FDX -5.87% SPLK 5.82%

56 FunroePete -6.87% 56 -4.94%
ATVI 17.91% ADBE 17.36% WTRH -94.51% LNG 5.68% TTWO 19.22%

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