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   Strategies & Market TrendsSpeculating in Takeover Targets

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To: richardred who wrote (5285)9/30/2019 11:17:56 AM
From: richardred
   of 6544
Added to KEM today <18.

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From: E_K_S10/1/2019 10:29:24 AM
   of 6544
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 6544
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: richardred10/1/2019 11:11:01 AM
   of 6544
U.S. Steel takes first step toward acquiring Big River Steel

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From: richardred10/1/2019 12:32:02 PM
   of 6544
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

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.

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 6544
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 6544
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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From: E_K_S10/3/2019 8:28:43 AM
1 Recommendation   of 6544
DuPont to buy membrane biofiltration business from Evoqua Water
Oct. 3, 2019 7:25 AM ET|About: DuPont de Nemours, Inc. (DD)|By: Carl Surran, SA News Editor

DuPont (NYSE: DD) agrees to acquire the Memcor product line of ultrafiltration and membrane biofiltration technologies from Evoqua Water Technologies (NYSE: AQUA) for an undisclosed sum.

Combined with the planned acquisition of BASF's ultrafiltration business, DuPont says the deal will position it to provide the products, technology and geographic diversification needed to meet current and future customer demand.

Evoqua says the Memcor sale allows it to focus on core products and solutions in line with its strategy toward digitally enabled, recurring revenue-based businesses.

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From: E_K_S10/3/2019 9:17:56 AM
   of 6544
Brookdale calls activist investor's nominee 'unfit' for board
Oct. 3, 2019 9:03 AM ET|About: Brookdale Senior Living Inc. (BKD)|By: Liz Kiesche, SA News Editor

In a letter to its shareholders, Brookdale Senior Living (NYSE: BKD) calls Land & Buildings' nominee for its board, Jay Flaherty, "unfit to serve on the board" and says he could endanger Brookdale's relationships with its largest landlords.

Urges shareholders to vote for its nominees -- Victoria Freed and Guy Sansone -- at the company's annual meeting on Oct. 29, 2019.

Notes that Glenview Capital Management, its largest stockholder, has endorsed both of Brookdale's nominees.

Says the company has tried to come to an agreement with Jonathan Litt's Land & Buildings, but, "at every turn, Land & Buildings has declined our proposals."

Previously: Investor Litt urges split of Brookdale into REIT and senior housing operator; shares up 2% (Nov. 30, 2018)


Held this for a short time last year on acquisition/Buy-Out rumors but deal never got done. It was rumored to get done at $9-$10 per share. BOD is dysfunctionall . .I see that one activist investor agrees.

Not enough in it IMO to get me interested again.

Note: There was some proposal to split out some assets and merge w/ another REIT

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To: E_K_S who wrote (5579)10/3/2019 9:55:12 AM
From: robert b furman
   of 6544
Hi E_K_S,

Sounds like the same move made by HCP and it's largest similar competitor whose symbol escapers me ?tra or trs? both REIT's and they got burned with lower government payments - even as demographics suggest it to be a growing business.

No position.


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