After the market dipped from its highs in the first 30 minutes today, Stone Fox added Terra Industries (TRA) and Sterlite Industries India (SLT). The very positive jobs report likely sets the market up for an eventual run to the 1,200 -1,300 which is where the market was before it fell off the cliff with the Lehman Brothers blowup.
TRA is a nitrogen fertilizer company trading at $30 with a .465 share offer from CF. The deal was just recently upped and values TRA at over $38. The market doesn't believe the deal will be completed, but I'll post later why the BOD of TRA almost has to accept the deal. Even if not accepted, Stone Fox wanted more investments in this industry.
SLT is a copper and power generation play in India. With the big push by India to upgrade infrastructure and increase power generation, this company is in the sweet spot. They also recently raised $1.5B for investments.