Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

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Apr 22 3:59 PM EDT

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Glenn Petersen

From: Cautious_Optimist	12/15/2014 11:25:19 AM
	1 Recommendation Read Replies (1) of 7159

My insane rants about F and TWTR Big cash-ready tech has got to be looking at a strategic edge in transportation as that industry evolves and morphs with tech and the web.. The visionary buyers would include Google, Apple, Microsoft etc. Imagine if Apple engineers and mindset were brought to make iCars. Or GOOG could get into the game. Or MSFT wanted to go on offense, for once. Ford (F) is blipping on my M&A radar. I write this on a day where Deutsch Bank downgrades the company and the market's knees wobble and buckle predictably. At 40% of sales; reasonable 2.3 times book, with a good position in efficient and shall we say, inefficient transportation including trucks and autos... Ford did not need a bailout. And it comes with a global manufacturing and distribution presence. It would be a blockbuster; but you have to prepare for everything in life -- who would have thought the John Lester would be a Chicago Cub? :-\| FULL DISCLOSURE: I drive a Toyota, and it has been bedy-bedy-gooud to me. I'm also sticking to my wild belief in TWTR as an M&A target, though it is getting lonely here. TWTR is valued as a fad social network stock; but I think not yet understood or valued as a media zeitgeist. Despite the management issues, Twitter is the bottleneck for valuable and/or super timely information. The ultimate newspaper/newscast/unique gossip source. The ultimate tops down AND bottoms up communications platform. With a layout that works for advertisers without driving users away. Someone's gonna get interested at $23B with what I predict will be a billion users by 2018 and a minutes/eyeballs rival to Facebook and radio/TV/written media networks. But the downside of TWTR is justifying the market cap with less than 250 million users today, at a crossroads of usability and innovation. And cynicism for the management team to optimize opportunity. We shall see. FULL DISCLOSURE: I'm in for a nice chunk and losing a couple bucks/share now. And not feeling as comfortable as I did at IPO with this management team. But I feel Mr. market has discounted the negative sentiment and it isn't exactly an Ebola center there. Vaht? You'd rather hold XOM or GLD as time marches on??

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