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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: researchguy1/26/2017 9:21:44 AM
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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
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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
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Thanks!

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To: researchguy who wrote (4353)1/26/2017 10:59:11 AM
From: richardred
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>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
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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
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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
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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 7058
 
Any positive outcomes IMO will ultimately have repercussions for Dish & Sprint.

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From: researchguy1/26/2017 1:29:02 PM
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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
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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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