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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4565)10/17/2017 10:29:24 AM
From: richardred
   of 6363
 
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






investors.astronics.com




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To: richardred who wrote (4530)10/17/2017 1:41:59 PM
From: richardred
   of 6363
 
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%.

marketwatch.com


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From: richardred10/20/2017 11:40:39 AM
   of 6363
 
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


By
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.

wsj.com

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 6363
 
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."


barrons.com.
========
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 6363
 
RE_TDC speculation

Cisco nears deal to acquire telecom software maker BroadSoft: Source

cnbc.com

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To: richardred who wrote (4599)10/23/2017 9:10:00 AM
From: richardred
   of 6363
 
Cisco to buy BroadSoft in $1.9 billion

(Reuters) - Cisco Systems Inc ( CSCO.O) will buy U.S. telecommunications software company BroadSoft Inc ( BSFT.O) in a deal valued at $1.9 billion, as the world’s largest networking gear producer shifts from its stagnating legacy business of switches and routers.

A newly installed phone made by Cisco is shown in San Diego, California, U.S., April 17, 2017. REUTERS/Mike Blake

Cisco said on Monday it offered $55 per share, which represents a premium of 2 percent to BroadSoft’s last close.

BroadSoft shares were up 1.5 percent before the bell, while Cisco shares were up marginally.

The deal, which comes after Reuters reported on Sunday that the companies were in talks, will give Cisco a stronger foothold in selling unified communications software to big telecommunications firms.

The equity value of the deal is $1.71 billion, based on 31 million shares outstanding, according to Thomson Reuters data.

The deal is expected to close during the first quarter of 2018, the companies said in a statement.

Upon completion of the deal, BroadSoft employees will join Cisco’s unified communications technology group.

BroadSoft provides software and services that enable mobile, fixed-line and cable service providers to offer unified communications over their internet protocol networks.

Cisco, like other legacy technology firms, has been focusing on high-growth areas such as security, the Internet of Things and cloud computing.

BroadSoft has historically sold its products to large telecommunications companies such as Verizon Communications Inc ( VZ.N) and AT&T Inc ( T.N), which then resell the software to their business customers.

The BroadSoft deal is the company’s second major acquisition this year following the $3.7 billion acquisition of privately-held AppDynamics Inc in March.

reuters.com

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To: richardred who wrote (4570)10/23/2017 1:44:19 PM
From: richardred
   of 6363
 
sold out of SPAR & ROSE

P.S. I don't want to be a punching bag & Every Rose has it's thorn.

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To: richardred who wrote (4601)10/24/2017 12:05:05 PM
From: richardred
   of 6363
 
Added to CTG on the earnings miss.

P.S. I guess I'm a believer.

>Computer Task Group, (NASDAQ:CTG) announced that its board has initiated a stock buyback program, which permits the company to buyback $10.00 million in outstanding shares on Tuesday, October 24th, EventVestor reports. This buyback authorization permits the information technology services provider to reacquire shares of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

americanbankingnews.com

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To: richardred who wrote (4565)10/24/2017 1:16:35 PM
From: richardred
   of 6363
 
Sold out of TAST.


.

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To: richardred who wrote (4286)10/25/2017 9:17:39 AM
From: richardred
   of 6363
 
RE-SHLM speculation- Earnings due today.. IMO a Win Win. If earnings are bad. A sale of the company is needed. If earnings are good. IMO all the more reason for a buyout.

POL-Poly-One PR SNIP>As we look ahead, we will continue to fund our organic growth initiatives as our first priority, seek attractive specialty acquisitions and also be opportunistic with respect to buying back shares."

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