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   Strategies & Market TrendsSpeculating in Takeover Targets

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To: richardred who wrote (2932)10/11/2017 10:55:41 AM
From: richardred
   of 6521
RE- Coach Name change -Iconic Brand names. #Iconic brand name #Coach $COH to #tapestry? When I think of a tapestry. I think of a dingy old cloth hanging up in a #castle.

My list of corporate iconic brand names that have yet to be acquired. On the list because they are of scale they still can be acquired. I'm sure I missed some.

Alcoa Inc
Briggs & Stratton Corp
Colgate-Palmolive Co (Very Big, but never say never)
Church & Dwight Co- Ok Ill give leverage because of the Arm & Hammer brand
Chiquita Brands International Carl Linder Jr just passed away at 92.
Corning -Corelle, CorningWare, Pyrex sold along with Steuben®, but most everybody knows Corning Glass
General Mills
Energizer Holdings Inc
Hasbro Inc
H J Heinz Co
Harley Davidson Inc
H and R Block Inc
Hormel Foods Corp - They get leverage also SPAM
J C Penney
Kodak Who wants it now, but the brand name has intrinsic value.
Kimberly Clark Corp Gets a pass -Kleenex
Macy's Inc
Mattel Inc
McCormick & Co Inc
NCR Corp
Norfolk Southern Corp
Owens Corning
Ryder System Inc Ryder rents trucks
Ralcorp Holdings Inc- Came close- Ralston Purina
Revlon Inc Ok some leverage Ron Perlman damaged it then brought it back
RadioShack Corp
Reynolds American Inc Reynolds wrap
Smith & Wesson Holding
Tiffany and Co
Tyson Foods Inc
Toro Co
US Steel- X marks the spot
Wd-40 Co
Xerox Corp

Message 27708293

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From: Paul Senior10/11/2017 12:47:07 PM
   of 6521
Upping my few shares of Nordstrom, JWN, on speculative bet that company will get a buyout offer from Nordstrom family.

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To: Paul Senior who wrote (4591)10/16/2017 10:28:03 AM
From: richardred
   of 6521
Nordstrom family suspends attempts to take company private this year.

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To: richardred who wrote (4592)10/16/2017 11:27:19 AM
From: richardred
   of 6521
Nordstrom Could Rekindle Privatization Talks After Holidays

Cathaleen Chen

TheStreet.comOctober 16, 2017

After the Nordstrom family confirmed talks with Leonard Green to go private had faltered, they said they may reopen them early next year.

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To: richardred who wrote (4592)10/16/2017 4:11:21 PM
From: Paul Senior
   of 6521
JWN. (Nordstrom) I'm intending to hold on for a couple of more quarters to see what happens.

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To: richardred who wrote (4565)10/17/2017 10:29:24 AM
From: richardred
   of 6521
RE-ATRO speculation gets a contract boost.

Astronics Awarded EmPOWER® In-Seat Passenger Power Contracts by Several Major North American Airlines
Installations expected on 700 to 1,400 narrow-body and regional jet aircraft

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To: richardred who wrote (4530)10/17/2017 1:41:59 PM
From: richardred
   of 6521
RE-ACET speculation- New ACET CEO is a pharma guy. IMO all the more reason to separate Generics from the rest of the company.

Impax Laboratories and Amneal Pharmaceuticals to merge, creating the 5th-largest U.S. generics business

Published: Oct 17, 2017 7:47 a.m. ET

Impax Laboratories Inc. IPXL, -6.52% and privately-held Amneal Pharmaceuticals LLC announced Tuesday an agreement to merge in a all-stock deal, forming a new publicly traded company named Amneal Pharmaceuticals Inc. Impax shareholders will own 25% of the new company's shares and Amneal Holdings member will own 75%. The companies said the new company will have the fifth largest generics business in the U.S. Impax's market capitalization was $1.48 billion at Monday's stock closing price. In connection with the deal, Amneal Holdings member have entered into private-placement agreements with TPG and Fidelity management & Research Co. to sell 46.8 million unregistered common shares at $18.25 a share. The companies expects annual synergies of $200 million within three years after the deal closes, which is expected in the first half of 2018. Separately, Impax affirmed its 2017 financial guidance. Impax's stock, which is currently halted for news, had run up 51% year to date, while the SPDR S&P Pharmaceuticals ETF XPH, +0.09% had gained 9.3% and the S&P 500 SPX, -0.09% had advanced 14%.

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From: richardred10/20/2017 11:40:39 AM
   of 6521
GE IMO a new age for GE. GE's in a deconstruction mode now. I've spent many years tracking their acquisition history. I think Jack Welch Cringed when Jeffery Immelt sold the financial businesses (GE Capital) off. The way I look at the used word restructuring in business. We made mistakes.

New GE Chief Slashes Forecasts, Plans to Exit $20 Billion in Businesses CEO John Flannery has expressed an urgency to reduce costs and rethink the sprawling company

Thomas Gryta

Thomas Gryta
The Wall Street Journal

General Electric Co. slashed its 2017 projections as new Chief Executive John Flannery started to outline his restructuring plans, setting a goal to exit more than $20 billion of the struggling conglomerate’s businesses.

P.S. I think GE capital, if held, would be coming in to it's own right now moving forward.

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From: Paul Senior10/20/2017 1:12:23 PM
1 Recommendation   of 6521
re GE/GE Capital. Upped my SYF (Synchrony Financial) position a little today.

"Synchrony Bank was formerly known as GE Capital Retail Bank and changed its name to Synchrony Bank in June 2014... Synchrony Bank operates as a subsidiary of SynchronyFinancial."
Looks to me like GE will soon cut dividend. Stock still looks expensive to me. Jmo.

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To: richardred who wrote (4499)10/23/2017 8:39:43 AM
From: richardred
   of 6521
RE_TDC speculation

Cisco nears deal to acquire telecom software maker BroadSoft: Source

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