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Strategies & Market Trends : Speculating in Takeover Targets
ULBI 7.950-0.4%Nov 11 9:30 AM EST

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To: richardred who wrote (4164)8/2/2016 2:58:59 PM
From: richardred  Read Replies (2) of 7120
 
I'm back from South Carolina today. Sold some LIFO BRKS > 13 for a nice gain in SC. New addition today on this down day TDC Teradata 29.47. I liked that earnings were better than expected. Just maybe things are bottoming out. The Cloud Space has been a RED HOT area of late. RE- Saleforce is an aggressive willing acquirer today - Quip. Oracle/Netsuite-They might be done. However I don't think IBM/SAP/HPC/MSFT are. TDC also did some undisclosed amount of acquiring. Added unprofitable Hortonworks /HDP to my watch-list.

P.S. I wouldn't be surprised to see an upgrade soon on TDC by analysts. IMO TDC is the best value/ Bang for an acquirers buck in this timely cloud space.
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