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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: researchguy who wrote (4358)1/26/2017 1:28:25 PM
From: richardred
   of 6274
 
Any positive outcomes IMO will ultimately have repercussions for Dish & Sprint.

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From: researchguy1/26/2017 1:29:02 PM
   of 6274
 
Richard, are you still holding SYKE and what's take on that? Thanks

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To: researchguy who wrote (4361)1/27/2017 1:42:12 AM
From: richardred
   of 6274
 
I am. It's on this years SITT list. You don't hear this company mentioned to often as a TO. I'll say it's an under the radar company. It's also kind of an under performer to it's pear group. However cash flow & a nice balance sheet was what attracted me. I believe a family member is still the CEO. The board only owning around 8% makes for a scale able hypothetical acquisition IMO. News will be out tomorrow. So the stock could be impacted positively or negatively. If the ROE was a little higher. The company almost makes me think this could be a Buffett Style acquisition target.

P.S. Message 30881226

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To: richardred who wrote (4191)2/2/2017 10:35:06 AM
From: richardred
   of 6274
 
Reckitt Targets Mead Johnson With Surprise $16.7 Billion Bid
by Thomas Mulier
and Paul Jarvis
February 1, 2017, 6:15 PM EST February 2, 2017, 9:39 AM EST

$90-a-share offer represents 29 percent premium for shares

bloomberg.com


P.S. In 1926, French’s was sold to J. & J. Colman of the United Kingdom a company that as well as its own mustard brand produced home care products such as Lysol, Reckit’s Blue and Brasso, as well as other products such as the Frank's RedHot condiment line. [1]

Until 1987, French’s headquarters was located at 1 Mustard Street in Rochester, New York. During its heyday, French’s was a sponsor of the local weather forecast, featuring its address prominently in television advertising. They also were a prominent sponsor of the Rochester Red Wings baseball club, often in conjunction with a local brand of hot dogs, Tobin's First Prize. The former headquarters location at 1 Mustard Street is now home to a variety of professional offices and public agencies.




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To: richardred who wrote (4340)2/2/2017 12:22:44 PM
From: richardred
   of 6274
 
RE- AL Aluminum- RELY main business recycled AL.
infomine.com


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To: richardred who wrote (4289)2/2/2017 12:56:32 PM
From: richardred
   of 6274
 
VECO ended up being the Hunter. The group is active in consolidation. IMO- VSH- Automotive exposure bodes well for it's speculative appeal.

infineon.com

Veeco Instruments To Buy Ultratech In $815 Mln Deal

Read more: nasdaq.com

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To: richardred who wrote (4365)2/2/2017 1:24:44 PM
From: richardred
   of 6274
 
RE- IXYS - Semi group (MFG& Suppliers) consolidation. This is why IXYS or VSH are on this years TOP TEN SITT list.
nytimes.com

Message 30732092

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To: richardred who wrote (4334)2/7/2017 12:25:12 AM
From: richardred
   of 6274
 
My Top SITT pick for 2017 INCR INC Research Holdings speculative appeal is heightened. This whether the or not if the PPD talks succeed. Lab corp. was reported to have held talk with INCR in APR 2016. IMO All the better for INCR if talks fail. IMO if they succeed. There's plenty of bigger hungry Fish looking for scale. Playing the game my fish is bigger than your fish.



Oldie>LabCorp Said to Have Held Talks With INC Research Holdings

bloomberg.com

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From: richardred2/7/2017 10:21:15 AM
   of 6274
 
New buy today SABR as it breaks to it's 52 week low.

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To: richardred who wrote (4332)2/9/2017 12:10:11 PM
From: richardred
   of 6274
 
Sold some LIFO TDC today. Taking gains in advantage of some possible short covering today.

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