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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred10/27/2017 8:32:19 AM
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CVS makes more than $66 billion bid for Aetna: sources

reuters.com

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From: richardred10/30/2017 9:04:21 AM
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Merger Monday!

Akzo Nobel Confirms $30B Merger Talks With Axalta
investopedia.com


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To: richardred who wrote (3100)10/30/2017 1:45:27 PM
From: richardred
   of 6363
 
LyondellBasell Makes Takeover Approach to Braskem Talks are at an early stage for Brazilian company with market value of $11.4 billion.

wsj.com

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To: richardred who wrote (4596)11/1/2017 10:46:06 AM
From: The Ox
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ACET down 15% in past 2 weeks heading into earnings...doesn't instill confidence for a rebound at the moment (unlike the IPXL news which saw the stock soar into the take out).


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To: The Ox who wrote (4609)11/1/2017 12:34:49 PM
From: richardred
1 Recommendation   of 6363
 
I'm not expecting anything , but negative on the earnings release tomorrow. Today's action kind of implies that. I still see value here. This company will be in transition. There's a new CEO. A pharma guy. The current CFO will also be leaving here to. I've been doing a little bit of homework here. The sum of what the company paid just to enter the generic business is worth more than the total market cap. of just of 300 million. Bearing in mind I'm speculating. I think this make a good case for separating performance chemicals from generics. This leading to a stronger stock price in due time. Although painful short term. I can hold this one and dollar cost average because it does pay a dividend . IMO it's not overpriced to forward earnings. The Near term appeal might be separating into two companies. IMO the company stumbled on their last acquisition. However I believe the company also acquired a good pipeline of generics waiting for future approval.

P.S. Tomorrow could be a chance for a big drop with lag to follow. PRGO is selling now at less than half what MYLN offered. I couldn't believe at the time they rejected the offer.

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To: richardred who wrote (4605)11/1/2017 1:45:19 PM
From: richardred
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RE-SNAK Maybe A lesson learned from my last attempt. I'll pass on this one. I've looked at PBI recently before today's drop. Pitney leveraged up with last acquisition. IMO I see the dividend going away to.

Pitney Bowes to Explore Strategic Alternatives

Shipping-services firm hurt by lower mail volume.

wsj.com

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From: Glenn Petersen11/2/2017 10:01:41 AM
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Potential acquisition candidates for Amazon in the prescription drug space:

Message 31331554

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To: richardred who wrote (4604)11/2/2017 10:14:16 AM
From: richardred
   of 6363
 
Sold out last Batch of SHLM call options for giant % gain.

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To: Glenn Petersen who wrote (4612)11/2/2017 11:29:40 AM
From: richardred
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IMO- OMI -Owens & Minor a good value fit. A good buy for scaling up medical supplies business.

owens-minor.com

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To: The Ox who wrote (4609)11/2/2017 11:51:08 AM
From: richardred
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The stock is moving down more today in anticipation of bad earnings . The biggest blocks are mostly down-ticks. I will be watching tomorrow to see if their will be some dumping by institutions. This might create an opportunity IMO. TEVA is down double digits today and I suspect ACET could be to, on a negative release.

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