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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (3543)9/25/2015 9:29:37 AM
From: richardred
   of 6657
 
New re-entry of Olin-OLN and new buys of SLGD Scotts Liquid Gold over the last several days.

P.S. Ironic on my last Olin post on this board. Dow and Olin are merging their CA operations.

Message 30245146
Message 30134614

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To: Glenn Petersen who wrote (3787)9/26/2015 11:52:38 AM
From: Glenn Petersen
   of 6657
 
Posted September 22, 2014: Actually, there may be an opportunity for tax reform next year, particularly if the Republicans win the Senate and take Harry Reid out of the equation. Paul Ryan is expected to become the Chairman of the House Ways and Means Committee, Ground Zero for all tax legislation. He is on record as wanting to rewrite the tax code. Obama has previously stated that our corporate tax rates are too high and that he would accept lower rates in exchange for the closing of some loopholes. There may be an opportunity for compromise. The window closes, of course, when the 2016 presidential campaign begins.

Boy, was I naïve.

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To: richardred who wrote (3992)9/28/2015 11:11:53 AM
From: richardred
   of 6657
 
Added to OLN & TG today.

P.S. I still didn't see if the OLN/Dow transaction received regulatory approval yet,. I just saw OLN shareholder approval.

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To: Glenn Petersen who wrote (3993)9/29/2015 5:12:15 PM
From: The Ox
1 Recommendation   of 6657
 
Naïve is probably not the right way to look at it. I was also of the opinion that it would be a great time to visit tax reform when you posted your remarks.

Unfortunately, confrontation and blame is all these clowns in Washington seem to be able to accomplish. When compromise is a bad word, I'm not sure how anything substantial can get done. Very hard to understand, as one of the main purposes of being a Senator or Representative is to find a way to compromise for the good of the nation!

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From: w0z9/30/2015 6:33:03 AM
   of 6657
 
MLNX bid for EZCH: http://bit.ly/1M1coEK

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To: w0z who wrote (3996)9/30/2015 1:23:53 PM
From: richardred
   of 6657
 
Not to much of a premium on this SEMI deal. Montage Technology most recently outbid Diodes for Pericom Semiconductor. Maybe a chance for a higher bid on a rather stingy bid IMO. This based on what EZCH stock traded on in the recent past..

P.S. I haven't looked yet to see if there was a shop around clause in the agreement. Welcome to the SITT board.

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From: richardred10/5/2015 10:26:29 AM
1 Recommendation   of 6657
 
New buy and add today

VECO - CTG

It"s been 2008 since I was last in VECO. Doubled down on CTG

Message 24349219

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From: richardred10/13/2015 9:40:24 AM
   of 6657
 
Worth mentioning two humongous mergers this year, if there both completed. It should help spike the takeover charts this year.

Dell/EMC 67 Billion deal
Ab Inbev/Sab/Miller 104 Billion deal

P.S. Altria will have quite a bit of cash to buy back shares or buy something big.

For some reason thinking they might want to add to their wine business and get back into the beer business. It's a small but a fast growing part of the company. Keeping my eyes on Constellation Brands

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To: richardred who wrote (3999)10/13/2015 7:14:07 PM
From: Ahda
   of 6657
 
There are numerous winery's so beer could be a much better investment.

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To: Ahda who wrote (4000)10/14/2015 9:33:01 AM
From: richardred
   of 6657
 
Constellation Brands-STZ has the best of both worlds.

Message 29722418

RE-Beer consolidation
siliconinvestor.com

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