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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4449)5/15/2017 8:13:51 AM
From: richardred
   of 6084
 
A quick competitive response by Thermo-Fisher.

Thermo Fisher to buy Patheon for about $5.2 billion.

reuters.com

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To: richardred who wrote (4449)5/16/2017 10:32:33 AM
From: richardred
   of 6084
 
Sold SITT # 1 weighted position in INCR today. The company's coming merger 75 million break up fee clause. Scares possible hypothetical suitors of INCR. Plus the costs associated with the merger. IMO make it near term fully valued fundamentally . Another 5% gain on top of the merger announcement gain made it to tempting to hold.

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To: richardred who wrote (4456)5/16/2017 11:50:51 AM
From: richardred
   of 6084
 
Added some MNTX leap calls today. Changing SITT board tracking stock from INCR to MNTX today.

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To: richardred who wrote (2932)5/17/2017 8:37:37 AM
From: richardred
   of 6084
 
CL at the right price!

Colgate-Palmolive’s chief executive recently signaled he would be open to selling the company — which has grappled with sluggish demand for its toothpaste, deodorants and food products — for $100 a share, a source told The Post.

nypost.com

P.S.

>Colgate-Palmolive Co (Very Big, but never say never)

Message 27708293

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To: richardred who wrote (4458)5/18/2017 10:19:11 AM
From: richardred
   of 6084
 
NEW buy today, it's been on my watch list- HUBG-Investing some proceeds from INCR.

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To: richardred who wrote (4453)5/18/2017 11:16:11 AM
From: richardred
   of 6084
 
Added to MNTX today.

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From: richardred5/19/2017 9:58:47 AM
   of 6084
 
New buy yesterday AVT.

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To: richardred who wrote (4120)5/22/2017 8:02:07 AM
From: richardred
   of 6084
 
Huntsman and Clariant nearing $14 billion merger - WSJ

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To: richardred who wrote (4345)5/22/2017 10:26:54 AM
From: richardred
   of 6084
 
Darn- had this on high priority on my watch list, but never struck.
I guess I'll keep a better eye on NAII now. That wasn't as high on the list as NUTR was.


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From: richardred5/24/2017 8:55:07 AM
   of 6084
 
>I've been following the mergers in alcohol and wine because I follow Constellation Brands. A teacher back in high school who took us to Merill Lynch in Rochester for field trip 1978. He bought 100 shares (Canandaigua Wine back then) every year he took that field trip. It was not a good investment back then. I can only wonder if he held.

>I also think STZ would be a good Buffett fit.

Well there goes the Jack & Coke theory. <g>

siliconinvestor.com
Message 30274298
Message 29722418




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