Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

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Oct 11 9:30 AM EDT

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To: E_K_S who wrote (5220)	5/16/2019 1:45:48 PM
From: richardred	Read Replies (1) of 7120

I agree- It was more of a niche acquisition. IMO that's ok . Some of these food companies traded today are a conglomeration on niche & mid size re-tread acquisitions. This after companies like P & G decided food was not in their long term plans. Being BGS is a smaller food company. They don't have the leverage power as a GIS or CAG. As you know, CAG just bought Pinnacle. BTW GIS is performing quite nicely of late. BGS might have to settle on the strategy P &G had .This of being 1st or 2nd in there market category? I think we truly are undergoing a revolutionary change in the food industry. IMO that's why is is import to monitor trends that effect the industry. After all some of my portfolio is in the food space. As you know numbers will be important to determine the margins & profitability of the newest acquisition. I find it interesting Clabber Girl was not a re-tread acquisition.

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