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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: The Ox who wrote (4616)11/2/2017 12:16:40 PM
From: richardred
1 Recommendation   of 7120
 
I could be wrong. However I'm figuring even if the company can earn a buck next year. FWIW-If my worst case guesstimate is right? A PE 8 or 9 times forward earnings with a 2%+ covered dividend isn't to bad for myself moving forward. Especially in current market conditions. Some story stocks like IMPINJ and Tesla are taking some hits today. IMO if and when the market does correct. Low PE stocks will take a hit, but not as hard as story stocks and ones that have unrealized gains. RE-High PE's & momentum run ups.

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To: The Ox who wrote (4616)11/3/2017 9:55:04 AM
From: richardred
   of 7120
 
FWIW- I was ready early this morning and picked some up at 8.28. Earnings weren't as bad as I expected. I knew some would dump early. Maybe the bots. <g>

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To: richardred who wrote (4618)11/3/2017 9:57:56 AM
From: The Ox
   of 7120
 
Great trade and even better timing, IMO! Very well done.

Too much on my plate the last few days, wasn't ready to nibble, let alone take a big bite.

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To: The Ox who wrote (4619)11/3/2017 10:50:21 AM
From: richardred
1 Recommendation   of 7120
 
Having a good year so far with the portfolio. The update came out today. I'm happy if I beat the averages. Adding to some depressed CTG today.


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To: richardred who wrote (4541)11/3/2017 11:10:16 AM
From: richardred
   of 7120
 
Sold out of HBIO.

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To: richardred who wrote (4618)11/3/2017 11:22:59 AM
From: richardred
1 Recommendation   of 7120
 
Sold ACET bought this morning average cost 8.40. @ 10.33.

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To: richardred who wrote (4595)11/3/2017 11:57:40 AM
From: richardred
   of 7120
 
Took profits-Sold out of ATRO

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To: richardred who wrote (4614)11/3/2017 12:39:43 PM
From: richardred
   of 7120
 
RE-OMI-The market likes today's acquisition news.

Corporate News Blog - Owens & Minor to Acquire Halyard’s S&IP Business


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From: richardred11/3/2017 12:54:14 PM
   of 7120
 
IMO another good indirect economic sign- Someone has to be loading those Amazon warehouses.


HYSTER YALE MATERIALS HANDLING INC-Hyster-Yale Materials Handling Reports Higher Q3 EPS vs Last Year, Revenues Beat Street.

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To: richardred who wrote (4625)11/3/2017 4:18:26 PM
From: Robert O
   of 7120
 
Shares of Qualcomm Inc. QCOM, -0.02% rallied Friday following a report that Broadcom Ltd. AVGO, -0.08% was interested in acquiring the chipmaker. Qualcomm shares jumped 14% to $62.59 in recent activity, its biggest one-day surge since October 2008.

This would be quite the Depp dish pie to swallow. I tend not to jump on late when it has already popped intraday and I was not aware real-time (ahem actual day job can get in the way lol). Will keep an eye out for any opportunity in either direction. cheers to folks here with recent wins btw.

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