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Strategies & Market Trends Speculating in Takeover Targets

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To: E_K_S who wrote (5566)	9/30/2019 10:23:39 AM
From: richardred	of 6545

BIG YES-on USMCA approval- However I took a re-look at SUP. I like what I saw. I feel the current price discounts a non USMCA agreement. > 3 I bought into some shares today.

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To: E_K_S who wrote (5488)	9/30/2019 10:36:19 AM
From: E_K_S	1 Recommendation of 6545

'Stars are aligning' for Emerson, RBC says in upgrade "We continue to believe that a two-way breakup separating Automation Solutions (66% of sales) and Commercial & Residential Solutions (34%) could transpire before Farr's departure rather than after," RBC analyst Deane Dray writes.

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To: E_K_S who wrote (5569)	9/30/2019 10:55:18 AM
From: richardred	of 6545

Besides USMCA non approval-GM strike is most likely hurting suppliers. I no longer own MEI #4 on this years SITT list. It's had a nice run up since my purchase. I still like the speculative aspects of it. It looks like their recent acquisition integration might finally be bearing fruit. P.S. SITT 2019-With Brief Hypothetical Takeover Reason & Fit 1. CTG- Computer Task Group Inc-Staffing M&A volume increased 28% YOY in 2017-Private Equity/ASGN? 2. VPG- Vishay Precision Group- Cree- Wolfspeed fit 3. ASYS- Amtech Systems Inc- Solar & Semi. eqp.-Oxford Instruments-KLA-Tencor? 4. MEI- Methode Electronics Inc-Supplying cars of the future.Magna Int-Fit 5. BLMN- Bloomin Brands Inc-Outback Steakhouse-Tillman's Empire build? -Private Equity 6. LWAY- Lifeway Foods- Smolyansky family cashes out ?Chobani ? With Danone ROFR 7. TAYD- Taylor Devices Inc- Mr.Taylor retires-Mageba Fit. 8. IEC- IEC Electronics- Made in USA -Electronic MFG. Services-Private Equity 9. VSH- Vishay Intertechnology Inc-Leader Mosfets-Acquisition lull-A Texas Instruments Fit? 10. ASV- ASV Holdings Inc- Infrastructure pure play-shovel ready-Kobota/CAT fit-- Bullseye-Yanmar Buyout

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To: richardred who wrote (5285)	9/30/2019 11:17:56 AM
From: richardred	of 6545

Added to KEM today <18.

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From: E_K_S	10/1/2019 10:29:24 AM
	of 6545

Upland +7% on InGenius acquisition, guidance update Oct. 1, 2019 10:21 AM ET\| Upland Software (NASDAQ: UPLD) is paying $26.4M in cash to acquire the Computer Telephony Integration provider for enterprise contact centers. The deal also comes with a $3M cash holdback payable in 12 months. UPLD updates its 2019 forecast to revenue of $213.8-217.8M and adjusted EBITDA of $78.8-80.8M. The deal is expected to add about $9M in annualized revenue and add immediately to the adjusted EBITDA per share. Upland shares are up 6.9% to $37.26. ------------------------------------------ InGenius provides a "Linked-In" type services. This software Buy could be one of the platforms they use . . Interesting as price not that much to bolt-on the new service to their Enterprise Customers

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To: E_K_S who wrote (5409)	10/1/2019 11:05:12 AM
From: richardred	of 6545

RE: Maybe the food depression is over and we have seen the lows McCormick On Pace for Largest Percent Increase In Over a Year -- Data Talk BY Dow Jones & Company, Inc. — 10:46 AM ET 10/01/2019 McCormick & Company, Incorporated (MKC) is currently at $163.87, up $7.57 or 4.84%

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From: richardred	10/1/2019 11:11:01 AM
	of 6545

U.S. Steel takes first step toward acquiring Big River Steel bizjournals.com

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From: richardred	10/1/2019 12:32:02 PM
	of 6545

New buy today. It might not be a level headed decision. However,although small, I liked the recent insider buys, new products and nice balance sheet. Family Company starrett.com P.S. My Father was a Tool & Die Maker. While attending RIT. Mr. Gleason's son of Gleason works family was in my fathers class in RIT. en.wikipedia.org I still have a few of his Starrett tools I still use today.

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To: richardred who wrote (5565)	10/1/2019 2:45:02 PM
From: E_K_S	of 6545

GM to idle plant in Mexico due to parts shortage Oct. 1, 2019 1:36 PM ET\|About: General Motors Company (GM)\|By: Clark Schultz, SA News Editor General Motors ( GM -3.1%) says it will idle a pickup plant in Mexico due to the impact of the UAW strike. The automaker says the decision is due to a parts shortage. 6K GM workers at the location will be temporarily laid off.

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To: E_K_S who wrote (5523)	10/2/2019 8:57:33 AM
From: E_K_S	of 6545

United Natural Foods EPS misses by $0.11, misses on revenue Oct. 1, 2019 4:06 PM ET\|About: United Natural Foods, Inc. (UNFI)\|By: Akanksha Bakshi, SA News Editor United Natural Foods (NYSE: UNFI): Q4 Non-GAAP EPS of $0.44 misses by $0.11; GAAP EPS of $0.36 beats by $0.01. Revenue of $6.41B (+147.5% Y/Y) misses by $10M. ----------------------------------------- Another quarter of accounting items on SVU assets, going to be a 2020 stock. Could see some tax loss selling in December which may provide a good entry. Have order in to add shares at/below $8/share. AVG cost so far is at $10.50/share. Forward PE at 4.5x so still in value range; debt paid down $166mln which is $350mln than at the end of Q1. under $3Bln now full year adjusted EPS at $2.08/share

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