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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4226)8/19/2016 9:50:00 AM
From: richardred
   of 7126
 
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 7126
 
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 7126
 
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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To: richardred who wrote (3882)8/21/2016 7:45:09 PM
From: richardred
   of 7126
 
Pfizer Said Close to $14 Billion Deal to Acquire Medivation

bloomberg.com

P.S. > oldie Dr. Lee: I am positive on Medivation as well. They're developing two drugs, one for Alzheimer's disease and Huntington's disease, and they're partnered with Pfizer on that; and then they're developing another drug, MDV3100, in hormone-refractory prostate cancer, and they're partnered with Astellas (ALPMY) on that.
Message 27013120

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To: richardred who wrote (3487)8/22/2016 7:53:00 AM
From: richardred
   of 7126
 
Sold out of ISIL a few years back, but this IMO should stir up interest in VSH

Renesas in talks for chip maker Intersil for $3 billion

marketwatch.com

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To: richardred who wrote (4128)8/22/2016 11:09:08 AM
From: richardred
   of 7126
 
Sold entire weighted stake in CECE today. :+ )

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To: richardred who wrote (4209)8/22/2016 12:40:13 PM
From: richardred
   of 7126
 
RE-SLGD Finished today and sold piece meal over the last two week the entire stake in SLGD. Out with moderate gain. I didn't want to wait around to see if Church & Dwight renews their contract in Dec.

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To: richardred who wrote (4238)8/23/2016 9:49:27 AM
From: richardred
   of 7126
 
Well they did renew, but market reaction didn't seem positive. 8K maybe this had something to do with it.
snip> eliminates hair salons and distributors to hair salons from the Company’s distribution channels for all products it distributes for Church & Dwight.

>On August 22, 2016, Scott’s Liquid Gold-Inc., a Colorado corporation (the “Company”), through its wholly owned subsidiary, Neoteric Cosmetics, Inc., entered into an amendment to its distribution agreement with Church & Dwight Co., Inc. (the “Amendment”). The Amendment extends the term of the existing distribution agreement through December 31, 2017, which will be extended automatically for additional one-year terms, unless terminated by either party 180 days prior to the end of the relevant term. Among other things, the Amendment adds Toppik products, a line of hair care, color and styling products, to the portfolio of brands the Company will distribute through the specialty retailer channel and effective January 1, 2017, eliminates hair salons and distributors to hair salons from the Company’s distribution channels for all products it distributes for Church & Dwight.

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To: richardred who wrote (3372)8/24/2016 1:25:28 PM
From: richardred
   of 7126
 
New buy today. RE-ENTRY of GNE- Genie Energy Ltd.

I don't take the Farmers almanac for gospel. However IMO it still seems NG prices are a bargain. Anyway it just might be a cold winter for residential customers which GNE supplies. The unit is actually more profitable now than when I first bought in. Dividend is 3%ish while waiting to find out how this winter pans out. Anything extra on their oil & exploration side is an added bonus IMO.

P.S. FWIW I thought this company's stock symbol has more biotech connotations ( GNE )than energy.
I do like Genie's name. Maybe (LAMP) would be a better stock symbol. :+ )
Wish one -I make some money on it.



General Long-Range Weather 2017

Get ready for a shift from last year! For the winter of 2016–2017, we expect temperatures to be much colder than last winter but still above normal. Winter 2017 will also feature below-normal snowfall overall; the snowy exception is the northern tier of the U.S., which can expect to be blanketed in white.

Winter will be colder in much of the eastern two-thirds of the nation. Exceptions will be in a swatch from North Dakota to Maine, which will have below-normal temperatures. Most of the Pacific states will have below-normal temperatures, with above-normal temperatures in the Intermountain region and Desert Southwest.
Snowfall will be above normal from southern New England and western New York southward through the Appalachians, but not in northern New England. Snowfall with also be above what’s typical from eastern Minnesota to the UP (Upper Peninsula) of Michigan and southward to St. Louis, Missouri; and from central North Dakota westward to the Pacific. We expect below-normal snowfall in most other places that normally receive snow.
Precipitation will be below normal across most of the southern two-thirds of the nation. However, precipitation will be above normal in the North, with the primary exceptions being above-normal rainfall in northern California, southern Oregon, portions of the western Lower Lakes region, and Florida. With rainfall below normal in most of California, the drought there will continue.
In Canada, brace for more snow and colder-than-average temperatures throughout most parts of the country. The exceptions to the winter of white will be Manitoba, portions of Saskatchewan, and northern sections across the land. While snowfall will generally be below normal in these areas, temperatures will remain chilly
almanac.com

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To: richardred who wrote (4179)8/24/2016 1:44:12 PM
From: richardred
   of 7126
 
RE- FSS nice volume today. No doubt to the IMO passive BlackRock 10.1% ownership filing today.

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