Why Chris DeMuth Jr. likes Activision, oil & gas + Innovate

Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).Episode transcriptsChris' investing group, Sifting the WorldShow Notes:A New Trade Alert With Chris DeMuth Jr. (Sifting The World)FTC Vs. Microsoft: FTC WinsMicrosoft, Activision, And El DiabloActivision Calls Could Pop But...For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)