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   Strategies & Market TrendsSpeculating in Takeover Targets

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To: richardred who wrote (5309)7/23/2019 10:24:51 AM
From: richardred
   of 6087
RE-AXTA- Axalta I sold out at a slight profit. I could be wrong, but it's seemly to obvious a deal will be taking place soon. If a competitor really wanted a deal bad enough. IMO They would have bid before SA were put in place. It's been a acquisition buyers market now. Many recent deals have been done below a target company's two year highs.

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To: richardred who wrote (5341)7/23/2019 11:05:23 AM
From: richardred
   of 6087
Added to DLTH on the new low today. One reason that could possibly be a good sign moving forward? BKE-Buckle the mall clothing retailer had a sales increase. RE-On Thursday, Buckle reported that its June net sales were up 5.5% to $74.8 million.IMO this non-mall based retailer has a better chance. IMO the millennial and boomer crowd are receptive to their advertising. IMO Duluth has a powerful brand name. Tommy John is getting there. However I like the fact Duluth has their own stores.

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To: richardred who wrote (5396)7/23/2019 11:24:34 AM
From: richardred
   of 6087
RE-CTG Speculation

RE- Just a guess, but based as IBM being their largest customer and the PR statement. (Selected as one of two tier-one IT Staffing vendors for a new division at existing Fortune 500 client) RE-IBM completed the RED HAT acquisition. I'm thinking they landed some staffing business of Red Hat?

Description CTG is seeking a Sr. Red Hat Engineer for a long term contract position in Raritan, NJ supporting a large client.

Work will be performed at a customer site in Raritan, NJ
  • Configuring, designing, documenting, and implementing Red Hat Enterprise Linux (RHEL) 6 and 7 instances (bare metal and virtualized) taking into account the following:
    • Kernel parameters o IDs and user groups o Access methods
    • Boot process
    • File systems and mount points
    • Storage
    • Swap space
    • Update processes
    • Gold disk build and standards
    • Disk type and layout
    • Disk redundancy and zoning
    • File systems o Swap space o SAN boot
    • Security requirements
    • Build and test (scripts) / process required in (BASH & PERL)
    • Required drivers list
    • Required packages list
    • Requirements for grub2 against legacy grub
    • NTP configuration and daemons
    • Required environment relative to SAP and Oracle needs
    • IQ/OQ development
    • Infrastructure design
    • Required network and VLANs o Power sources for redundancy o Firewall rules
    • Provisioning
    • Testing of RHEL 7 systems
  • Preparing and providing an Engagement Journal containing the design parameters for each RHEL instance, plus engagement activities, outcomes, and recommendations for next steps
  • Determine changes and updates in order to provide an Autobuild for new virtual and physical RHEL 7. x servers, including:
  • Review RHEL 7. x configuration based on the hardware that will be included in the new Pods (C7000 enclosures with BL460 Gen 9 servers, 3PAR 7400 storage array, Brocade Fiber Channel network connection)
  • Assist with the identification of the configuration parameters, data, services, and latest packs for the OS.
  • Assist with the identification of the RHEL7. x installation process
  • Assist with the identification of the software required to support and monitor the server images to confirm integration of RHEL 7. x with existing Pharmaceutical ITS tools.
  • Assist with the identification of the backup software required for the server images to confirm integration with existing Pharmaceutical ITS backup for RHEL 7. x.
  • Confirm compliance with relevant regulatory requirements and mandates that Pharmaceutical must follow.
  • Confirm compliance with existing Pharmaceutical RHEL standards.
  • Provide ongoing assistance to allow automated provisioning into Pharmaceutical's private cloud, SDDC.
  • Build and execute test scripts to support unit testing of the RHEL 7. x configuration for the physical and virtual environment. Pharmaceutical will provide the existing scripts for RHEL which will be used as the starting point for the creation of RHEL 7. x scripts by Supplier.
  • Test the Autobuild deployment using the installation guide
  • Verify OS operation and configuration per requirements for the Autobuilds
  • Verify instructions in the installation guide
  • Update RHEL test scripts for compatibility
  • Execute test scripts for agents included in the Autobuild and report results
  • Execute test scripts for RHEL 7. x configuration for Oracle and SAP in the Autobuild
  • Execute scripts to configure RHEL 7. x for SAP and Oracle and report results
  • Work with respective agent owners to resolve installation errors contained in the Autobuilds, if necessary.
  • Work with SAP and Oracle owners to resolve RHEL 7. x configuration errors resulting from the Autobuild, if necessary.
Required Skills:
  • 5+ years of hands-on Red Hat Engineer / Architect experience designing, managing & administrating Red Hat Linux 6 & 7 platforms in physical and virtual environments.
  • Strong scripting background: Shell / Bash /Perl /Python / etc.
  • Experience with Automation /configuration management tools: Chef Enterprise
  • Experience with Continuous Integration & Continuous Deployment CI-CD methodology using tools such as Jenkins
  • Source control /Version Control experience: GIT, Atlassian Bitbucket
  • RHEL certification and other industry certification will be preferred
  • Strong communication skills required

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To: richardred who wrote (5359)7/26/2019 11:01:18 AM
From: richardred
   of 6087
HBIO-Speculation Sold 1/2 of top of my 5 position for big 38% gain. Earnings not as bad as expected.

Message #5359 from richardred at 7/8/2019 9:49:21 AM

Nice size add to HBIO today @ 1.75. IMO-Looks like some institutional investors are taking losses & clearing out their holdings?

P.S. On vacation still-Heading out to Hershey PA. in a few minutes. Had to get the trade in before I left.

The Candy Man came early

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To: richardred who wrote (5400)7/26/2019 12:18:53 PM
From: richardred
   of 6087
Added to CTG today @ 4.28

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To: richardred who wrote (5379)7/31/2019 9:20:06 AM
From: E_K_S
   of 6087
Encana's Q2 beat boosted by record Anadarko, Permian production
Jul. 31, 2019 8:22 AM ET|About: Encana Corporation (ECA)|By: Carl Surran, SA News Editor

Encana (NYSE: ECA) +4.8% pre-market after reporting better than expected Q2 earnings, helped by record high quarterly production from its core Anadarko and Permian holdings.

Q2 total production rose 11% Y/Y on a pro forma basis to 591.8K boe/day, with oil and natural gas liquids production increasing 16% to 324K bbl/day; ECA's realized price for oil and NGLs in the quarter rose 3.7% Y/Y to $60.14/bbl.

ECA says it continues to enhance returns in Anadarko's STACK play through additional reductions in completed well costs; since closing the Newfield acquisition in February, average well costs have been reduced to $6.5M from $7.9M.

ECA says free cash flow climbed to $127M in the quarter, and the company says it expects to generate significant free cash flow in H2 at current commodity prices.

ECA expects $500M-$600M in capital spending during H2, with overall production of 565K–585K boe/day, excluding volumes from Arkoma and China.

  • --------------------------------------------------------------
  • Have a small position in ECA could be a takeover target especially if they can show growth/earnings

  • EKS

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    To: richardred who wrote (5305)8/1/2019 9:14:07 AM
    From: E_K_S
       of 6087
    Sprouts Farmers Market EPS misses by $0.01, misses on revenue
    Aug. 1, 2019 9:03 AM ET|About: Sprouts Farmers Market,... (SFM)|By: Niloofer Shaikh, SA News Editor

    Sprouts Farmers Market (NASDAQ: SFM): Q2 GAAP EPS of $0.30 misses by $0.01.

    Revenue of $1.42B (+7.6% Y/Y) misses by $30M.

    Press Release

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    To: E_K_S who wrote (5404)8/1/2019 10:31:57 AM
    From: richardred
       of 6087
    I was expecting an institutional dump on the release and was ready to possibly add more. Hasn't happened yet. BGS declared the dividend, earnings after the close? Watching for the same possible scenario. In due time the shorts will have to cover.

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    From: richardred8/1/2019 4:01:47 PM
       of 6087
    Bought some MOD MODINE MANUFACTURING today to establish a position.

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    To: richardred who wrote (5405)8/1/2019 6:09:31 PM
    From: richardred
    1 Recommendation   of 6087
    RE-BGS Up in the aftermarket on release of earnings. I liked the Green Giant unit frozen & regular sales gain. .

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