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Strategies & Market Trends Speculating in Takeover Targets

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From: richardred	10/30/2017 9:04:21 AM
	of 7107

Merger Monday! Akzo Nobel Confirms $30B Merger Talks With Axalta investopedia.com Novartis ( NVS) making tender for AAAP @$82 cash($41per ordinary) ... — Mario Gabelli (@MarioGabelli) October 30, 2017 Merger Monday is back! .....deals,deals and more ...Strayer(STRA)buying Capella( CPLA) ...giving 0.875 share for each CPLA — Mario Gabelli (@MarioGabelli) October 30, 2017 Lennar and CalAtlantic Announce Business Combination Creating the Nation's Leading Homebuilder https://t.co/Ljeni4dP54 — Mario Gabelli (@MarioGabelli) October 30, 2017

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To: richardred who wrote (3100)	10/30/2017 1:45:27 PM
From: richardred	of 7107

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

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 7107

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	of 7107

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 Petersen	11/2/2017 10:01:41 AM
	of 7107

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 7107

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	of 7107

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	of 7107

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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To: richardred who wrote (4615)	11/2/2017 11:55:24 AM
From: The Ox	of 7107

It could be that some are expecting a "kitchen sink" type of quarter with the recent change in upper management? Might be too early for that but it does appear that a significant "run for the hills" action has occurred over the past couple of weeks!

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