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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4349)1/23/2017 11:08:22 AM
From: richardred
   of 6101
 
Added to SNAK today.

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From: researchguy1/26/2017 8:24:10 AM
   of 6101
 
Hi, Richard, I started looking for MA opportunities since 2013, found your forum and follow it since 2014 but never wrote a post, do you mind I post to this forum sometimes to share my thoughts? Thanks

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From: researchguy1/26/2017 9:21:44 AM
   of 6101
 
CNBC: Charter shares soar on report Verizon exploring a merger deal

My take: so long Charter and short Comcast as an arbitrage? Charter internet fee is much lower than Comcast, so if Verizon bundle their cellphone service with Charter internet, should be competitive.

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To: researchguy who wrote (4352)1/26/2017 10:31:06 AM
From: richardred
   of 6101
 
Welcome to the board. This board is always open to anyone wanting to share an idea.

Rick

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To: richardred who wrote (4354)1/26/2017 10:58:26 AM
From: researchguy
   of 6101
 
Thanks!

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To: researchguy who wrote (4353)1/26/2017 10:59:11 AM
From: richardred
   of 6101
 
>My take: so long Charter and short Comcast as an arbitrage?

Interesting strategy, I think the AT&T / Time Warner will set the stage for mergers of this type. IMO That deal being a poster child to your hypothetical deal. We have a new FCC chairman. IMO Any type of hypothetical deals before that, would have to be structured. This as not to pay significant break up fees if the deal cannot be completed. Mergers of this type generally take a long time to be completed because of the regulatory hurdles. Good luck on your trade. Whatever that might be.

usatoday.com

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To: richardred who wrote (4341)1/26/2017 1:14:28 PM
From: richardred
   of 6101
 
RE: SITT #2 CTG- Interesting filing today. Lloyd I. Miller, III 13G/A filing reporting a 8.2% stake. IMO most likely a passive stake. IMO STAMPS my theory of being an undervalued company with TO potential. Which in turn,kind of rubber stamps my theory. This regarding CTG as a valued minded target,for a acquisitive synergistic Hunter in a very competitive field.

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From: researchguy1/26/2017 1:20:53 PM
   of 6101
 
I will do some ground digging research on the new FCC head Ajit Pai tonight and post my finding on his take on MA.

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To: richardred who wrote (4298)1/26/2017 1:22:12 PM
From: richardred
   of 6101
 
RE- HAR nice earnings today, and way above expectations. This IMO paves the way for a possible higher bid by Samsung that some big shareholder were looking for. Sold the Calls - Still holding the common

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To: researchguy who wrote (4358)1/26/2017 1:28:25 PM
From: richardred
   of 6101
 
Any positive outcomes IMO will ultimately have repercussions for Dish & Sprint.

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