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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4500)7/28/2017 9:41:29 AM
From: richardred
   of 6105
 
Portfolio add-Picked up some JVA this morning while having my coffee.

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To: richardred who wrote (4496)7/28/2017 9:50:27 AM
From: richardred
   of 6105
 
RE-SHLM- Bought out of the money leap calls today. I guess I'll find out by Jan.- 2018 if someone can put this company in play by then.

P.S. TDC the leaps that expired worthless last Friday. Go figure, the stock gaped up yesterday and I would have been in the money. However that's the way the cookie crumbles with Mr. Market sometimes. RE- Cookies-Hoping the SHLM cookie gets eaten


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To: richardred who wrote (4468)7/31/2017 11:30:51 AM
From: richardred
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Added to money loosing position of MCF today now under 6. Oil is hovering around 50. I have know idea if Venezuela possible becoming a dictatorship will have any effect on a oil market rise. This if possible hypothetical US sanctions take place as some in the oil business have said could take place.

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To: richardred who wrote (4462)8/4/2017 10:50:29 AM
From: richardred
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Sold some mntx today on good earnings. I have calls to replace shares sold for any upside.

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To: richardred who wrote (4500)8/4/2017 1:42:05 PM
From: richardred
   of 6105
 
Picked up some more JVA today hovering at 52 week lows.

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To: The Ox who wrote (3382)8/7/2017 10:36:20 AM
From: richardred
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I re-entered ASTE today on a downward trend from a disappointing earnings miss last weak.

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To: richardred who wrote (2869)8/7/2017 12:28:23 PM
From: richardred
   of 6105
 

United Technologies Weighs Rockwell Collins Deal By
Ed Hammond
,
Dinesh Nair
, and
Aaron Kirchfeld

August 4, 2017, 4:33 PM EDT August 4, 2017, 7:23 PM EDT

bloomberg.com



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To: richardred who wrote (4495)8/7/2017 12:32:39 PM
From: richardred
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Fresenius Medical banks on home dialysis with $2 billion NxStage acquisition.

reuters.com

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To: richardred who wrote (4305)8/8/2017 11:30:54 AM
From: richardred
   of 6105
 
RE-MNTX & ASTE speculations

IMO- Acquisition minded Infrastructure hunters.

TEX -Successfully fought off a Zoomlion acquisition bid and a merger with Konecranes. Has enough leverage and cash from the port sale crane business. Already owns a piece of MNTX. Terex Management proved itself. It has led to a higher Terex stock price now than a past bid by Zoomlion.

Zoomlion- They missed on Terex with a bid that was mostly deemed questionable from the get go. I see them searching for a US based company for greater North American exposure.
Message 30584031

Oshkosh- Nice earnings report last Qtr. with building backlogs. SPAR - ALG or a FSS fit the bill IMO.

Caterpillar-Has stayed shy because of a deep slum. Questionable past acquisitions don't help either. However Improving world outlook and Deere's recent 5.2 billion infrastructure entry, might make them re-think. RE-
Wirtgen Group, the global leader in road construction equipment. I think ASTE might make a good hypothetical fit. The slumping stock price IMO leaves it vulnerable. However they might not like to spend big and look for a niche. RE- IMO a reunited (Wholly owned) ASV fits the Posi track, and make sense.

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To: richardred who wrote (4509)8/8/2017 11:31:54 AM
From: richardred
   of 6105
 
New small buys today- SPAR & ASV

FWIW- ALG & FSS are a little to pricey for me to speculate on currently.

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