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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (3236)1/12/2018 12:50:13 PM
From: richardred
   of 6366
 
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 6366
 
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 6366
 
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 6366
 
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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To: richardred who wrote (4413)1/17/2018 10:45:55 AM
From: richardred
   of 6366
 
New Buy today. A re-entry of ENZ Enzo Biochem as it travels towards a 52 week low.

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To: richardred who wrote (4695)1/17/2018 11:45:54 AM
From: richardred
   of 6366
 
The Nestles sale looks to be at the high end of expectations. IMO there must have been some competitive bidding for the unit. However Hershey most likely had to bow out because of it's more recent acquisition of 1.6 billion Amplify snacks.


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From: richardred1/19/2018 11:46:58 AM
   of 6366
 
Some re-balancing today Sold some ASTE- Added to CTG.

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To: richardred who wrote (4679)1/19/2018 1:16:02 PM
From: richardred
   of 6366
 
Bought some out the money SABR Leaps today.

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From: richardred1/22/2018 11:16:51 AM
   of 6366
 
A Merger Monday. Mainly in the Bio-Pharma space.

Juno Therapeutics acquired by Celgene for $9B in dramatic deal for rising biotech star.
geekwire.com

Sanofi digs deep to buy U.S. hemophilia group Bioverativ for $11.6 billion
reuters.com

AIG to Acquire Validus for $5.56 Billion in Cash

businesswire.com

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To: richardred who wrote (4632)1/22/2018 11:38:05 AM
From: richardred
   of 6366
 
Sold DLTH- A nice fast quick gain and re-deployment. This specialty Brick and mortar has had a nice rebound off it's low. The colder weather most likely helped with this one. ANF is also another that was left for dead and has bounced back smartly.

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