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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4685)1/1/2018 9:21:38 PM
From: robert b furman
   of 6272
 
Hi Rick,

Thanks for last years posts and ideas.

I think even more importantly is the honesty and recap you've just shown us how to do.

Searching one's sole so to speak.

If we all pick up that one lesson from you, 2018 will be a better year!!

Thanks and I wish you a very successful 2018 - I have the feeling it will be!!

Bob

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To: robert b furman who wrote (4686)1/2/2018 11:48:48 AM
From: richardred
   of 6272
 
Thanks Bob. FWIW A little speculative kicker on ASTE- at face value on this years #1 pick in 2018 TOP TEN SITT pick. It's hard to read on my picture link, but look who makes the engine for the overseas sales of the Carlson Paving products. :+ )

Here's the sign Bob. Two of their operation are based in WI . Including their latest bolt on, REXCON. <G>

Message 31243086

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To: richardred who wrote (4678)1/3/2018 10:59:52 AM
From: richardred
1 Recommendation   of 6272
 
RE-MITK speculation. This years TT SITT wild speculation pick . Maybe not so wild after all. IMO this based on the analyst's hypothetical prediction below. IMO MITK would be a bolt on size for PYPL. Perfect to grow and scale up. MITK sales are only 45 million, but MITK is profitable with gross margins at 91%. Square has scale, but is not profitable yet. PYPL sales are 1.7 Billion with a market cap. of 14. billion,and gross margins at 38%. MITK trades at a PE of 24.

PayPal's next acquisition target could be Square, Stripe, or Adyen, analyst predicts
  • PayPal is expected to soon make a major acquisition, Bernstein's Lisa Ellis wrote in a note Wednesday.
  • She believes one of the largest payment companies, including Square, Stripe, and Adyen, to be among the potential acquisition targets.
  • PayPal's biggest deal took place in 2015 when it spent $890 million on Xoom.


  • bloomberg.com

    P.S. There's always others that might be hypothetically waiting in the wings like. ServiceNow-4SO

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To: richardred who wrote (3808)1/5/2018 1:23:27 PM
From: richardred
1 Recommendation   of 6272
 

Skyline and Champion Home Builders Announce Agreement on Business Combination to Create the Nation's Largest Publicly Traded Factory-Built Housing Company prnewswire.com



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From: richardred1/8/2018 1:20:02 PM
   of 6272
 
First new buy of the new year, an add to B&G foods BGS foods on today's weakness.

RE- Iconic Name change - If Coach can change their stock name to Tapestry for an identity change. IMO B&G foods needs to have some better stock iconic identity with a Name change to Green Giant Foods. When Green Giant it was part of Pillsbury. The dough boy was Iconic.


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From: richardred1/12/2018 10:12:20 AM
   of 6272
 
Re-positioning and re- balancing portfolio. Realizing today, unrealized profits in many weighted issues with gains. Re-deploying in things that haven't move yet. Added to BGS foods today on weakness.

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To: richardred who wrote (3236)1/12/2018 12:50:13 PM
From: richardred
   of 6272
 
Bought back into CPB to day. It's a warm day today, but a foot of snow or more is coming tomorrow. IMO one thing that tastes good to warm you up is, a bowl of hot soup to warm you up. Most Savvy investors know who's the biggest owner of KO stock. It's the same person who help buy one big user of tomatoes in Heinz.



P.S. Me on top of the snow bank in 1972

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To: Paul Senior who wrote (4517)1/16/2018 9:25:47 AM
From: richardred
   of 6272
 
Fiat Chrysler CEO says no plans to sell brands to Chinese.

reuters.com

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To: Paul Senior who wrote (4670)1/16/2018 9:29:12 AM
From: richardred
   of 6272
 
As Qualcomm board finds it's unsolicited Boadcom bid underscores it's value. NXP shareholders are feeling the same. We now have a new activist joining Elliott.

NXP shareholder Ramius to reject Qualcomm's buyout offer.

(Reuters) - NXP Semiconductors NV ( NXPI.O) shareholder Ramius Advisors LLC said on Tuesday it would reject chipmaker Qualcomm Inc’s ( QCOM.O) $38 billion bid for the company, joining activist investor Elliott Management Corp.

reuters.com

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To: richardred who wrote (4560)1/16/2018 1:14:26 PM
From: richardred
   of 6272
 
Hershey and Ferrero compete for Nestle's US candy business


    Nestle's sale of its U.S. candy business received bids from Hershey, Ferrero, sources tell CNBC
  • Nestle said in June it would explore strategic options, including a possible sale, for its U.S. chocolate and candy business that is said to be valued at $2 billion to $2.5 billion
  • Brands up for sale include Butterfinger, Baby Ruth, Sno-Caps and Laffy Taffy


cnbc.com

P.S. Humm Just about the size of B&G foods market cap. Nestles sure would have the muscle to give Green Giant a boost in their frozen foods & spice up other brands. Hypothetically JVA an experimental sip IMO.




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