|With stocks getting battered and cash lying around on corporate balance sheets, the U.S. M&A market has got to heat up. Simple math. Low hanging fruit. Call me crazy. |
I'm looking at names like Ford - a completely battered value stock, currently .38 sales. ($55B cap, ugly chart, just sayin'.)
Also, beaten-up economic-rebound trackers like the well run PACCAR (PCAR.)
Or Viacom (VIAB.) Content is still King. Near 52 week low. (Loss of Colbert worth billions?)
Or unlocking value, like VMware at EMC.
Also, inevitable consolidation in the currently virtually-nuked oil patch. If that's your thing. Crude below marginal costs.