The Special Situations Real Money Portfolio manages to hold fairly steady in November with a win on the BUD merger arbitrage and a loss with the Capital Properties going private transaction. However, my luck may be taking a turn for the worse.

This portfolio focused on arbitrage and special situations was up 10.5% in September and is up over 20% so far this year. Read how the portfolio is adapting to the changing investment climate by temporarily focusing on merger arbitrage opportunities.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

Analysis of the expected payoff of BCE deal.