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Strategies & Market Trends : Speculating in Takeover Targets
CTG 8.110-1.1%Jan 27 1:56 PM EST

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To: richardred who wrote (4791)2/23/2018 11:25:28 AM
From: richardred  Read Replies (1) of 6155
 
RE-SENEA , ASIX

P.S. I liked the earnings at ASIX. I think the earnings forward trend is good both fundamentally and technically. RE- SENEA If Amazon was ever to gets into the brick and mortar food space supply chain? IMO Just the threat of that is compelling of SENEA. I Currently see this vegetable scaled company fits with someone now more than ever before. There' are two classes of stock to basically preventing a hostile takeover. However as I usually say, most anything sells for the right price. CPB had issues with Walmart in soup. Doing what Walmart does best, trying to keep cost down. IMO owning or controlling a supply chain will be very important factor moving forward. At one point Sears owned equity stakes in some of it's top suppliers. IMO-I could be wrong, but I think we might be moving forward towards this type of business relationships again? The reasoning-Loosing a valuable supplier to a competitor could change the competitive landscape and shelf space, moving forward.
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