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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred8/11/2016 11:57:26 AM
   of 7120
 
New buy today- FLO- Flowers Foods on the big earnings miss. IMO nice well maintained dividend for a recovery. It might even be a Tasty Cake bargain . Grupo Bimbo has been mentioned before.

P.S. Man cannot live on bread alone and that's why I'm diversified. I'm remembering when Panera Bread was going through hard times. Those who endured, earned a lot of bread.

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To: richardred who wrote (3434)8/11/2016 12:22:59 PM
From: richardred
   of 7120
 
New buy today Re-entering SHLM on today's big price slide. Nice dividend for the recovery.

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To: richardred who wrote (4226)8/11/2016 2:43:22 PM
From: Paul Senior
   of 7120
 
Following you here with a small buy.

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To: richardred who wrote (4216)8/12/2016 9:36:17 AM
From: richardred
   of 7120
 
HPE -Meg. makes a small acquisition-HPE Buying Silicon Graphics in Deal Valued at $275 Million

bloomberg.com

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To: richardred who wrote (4226)8/12/2016 10:33:34 AM
From: richardred
   of 7120
 
Bought Jan 2017 SHLM out of the money call options.

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From: richardred8/12/2016 2:53:33 PM
   of 7120
 
Added OLIN OLN out of the money Leap call options today

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From: richardred8/16/2016 11:07:59 AM
   of 7120
 
Added to JVA today.

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To: richardred who wrote (4226)8/19/2016 9:50:00 AM
From: richardred
   of 7120
 
CEO & other board changes at SHLM. Review of business operations! Maybe baiting the hook for a bigger fish?

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To: richardred who wrote (4232)8/20/2016 2:21:24 PM
From: richardred
   of 7120
 
RE- SHLM Speculation - Timely Chemical Hunters IMO- South Korean Lotte Chemical Corp lost in it's bid for Axiall Corporation. Recent Bayer spin-off Covestro and Clariant a Sandoz spinoff.

P.S. Any company who corporate symbol looks like a gingerbread man has got to be a tasty morsel. :+ )


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To: richardred who wrote (4225)8/21/2016 10:02:51 AM
From: richardred
   of 7120
 
IMO a bright spot for Flowers - Daves Killer bread- However they paid up for it.

How are America's biggest bakery businesses performing in 2016

By Vince Bamford+, 17-Aug-2016

Rank Supplier Sales (m) Sales chg (%) Cat. Share (%) Unit sales chg (%)
CATEGORY TOTAL $4,890.8 0.4 100.0 -1.4
1 Grupo Bimbo $1,290.4 1.3 26.4 1.5
2 Private label $1,066.9 -5.6 21.8 -7.3
3 Flowers Foods $930.7 -1.2 19.0 -2.8
4 Campbell Soup Co $353.8 -2.0 7.2 -1.5
5 Aunt Millie's Bakeries $104.5 2.4 2.1 1.8
6 Lewis Bakeries $99.1 3.2 2.0 3.9
7 United States Bakery $81.2 3.2 1.7 1.6
8 Dave's Killer Bread $62.5 41.2 1.3 29.5
9 Aryzta $58.5 2.7 1.2 2.5
10 Pan O Gold Baking $56.6 -5.9 1.2 -3.9

bakeryandsnacks.com

P.S. The Illustrated, Odd and True Tale of Dave’s Killer Bread
modernfarmer.com

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