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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred11/21/2016 11:36:13 AM
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Added to DSCI today. IMO the company kinda mortgaged itself with the BioD acquisition terms. However IMO compelling High risk / High reward. IMO the latest acquisition along with the latest divestiture, gives scale & compelling margins. This on a on a small cap, formally unprofitable company. I see their burn products being medical necessities . I could get burned, but the healing process has started.

P.S. The scale of wound care market by way of the BioD acquisition, although still small. IMO make it a compelling niche for a bigger player's medical portfolio. 3M - Allergen - J&J come to mind.

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From: richardred11/23/2016 10:23:55 AM
   of 7139
 
Sold weighted position in BRKS today. Nice % gain.

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To: richardred who wrote (4306)11/23/2016 10:30:17 AM
From: richardred
   of 7139
 
Sold AMCC position today. I'm not interested in getting stock for a big portion of the deal.

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To: richardred who wrote (4130)11/23/2016 10:48:42 AM
From: richardred
   of 7139
 
It's time to relax now. :+ ) Sold out of my portfolio's biggest position today > 26 - MLR.


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From: richardred11/23/2016 10:52:29 AM
   of 7139
 
Sold position in MEI today.

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To: richardred who wrote (4230)11/23/2016 1:16:50 PM
From: richardred
   of 7139
 
Sold 1/2 of OLN call leaps, which are now in the money for huge % gain.

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From: Paul Senior11/23/2016 3:46:58 PM
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Selling also some OLN (equity) today and some SENEA

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From: richardred11/23/2016 11:55:05 PM
2 Recommendations   of 7139
 
HAPPY THANKSGIVING to all who look in.

P.S.

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To: richardred who wrote (4303)11/30/2016 10:48:36 AM
From: richardred
   of 7139
 
Picking up some OFTM July call leaps in TDC to go with my common.

IMO the best potential hypothetical acquisition of value & scale in the cloud space.

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To: richardred who wrote (4308)11/30/2016 11:55:46 AM
From: richardred
   of 7139
 
NEW BUY- Added ANIK today to go with my DSCI. The dig by Rarebird.

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