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   Strategies & Market TrendsSpeculating in Takeover Targets

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From: richardred10/1/2019 11:11:01 AM
   of 6521
U.S. Steel takes first step toward acquiring Big River Steel

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From: richardred10/1/2019 12:32:02 PM
   of 6521
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 6521
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 6521
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 6521
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 6521
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 6521
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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To: richardred who wrote (5571)10/3/2019 10:44:16 AM
From: richardred
   of 6521
KEM-Speculation-FWIW -Based on recent green block trades trading activity. It looks like share accumulation going on.

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To: E_K_S who wrote (5578)10/3/2019 11:19:01 AM
From: richardred
1 Recommendation   of 6521
Acquisition has me thinking about water. I think GE still owns Ionics? I wonder if the unit still fits into their strategy?

To: richardred who wrote (3933)12/1/2016 11:13:58 AM
From: richardred of 5581
Two of my past favorites have already been acquired. Pall & Ionics by Danaher & GE

Message 30065520
Message 28107936
From: richardred4/26/2012 11:53:43 AM

Read Replies (5) of 5581
New buy today-to establish a position-CCC--CALGON CARBON CORPORATION. Earnings out soon and might be a disappointment again. Goes nice with my Xylem position and IMO a prime area (water infrastructure) for GE's, and others, for acquisiton targets. RE: Ionics, Betz, Nalco
Pall- PLL- still on the watch list but more expensive in terms of price to sales.

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From: E_K_S10/3/2019 4:06:26 PM
   of 6521
J&J Snack Foods picks up ICEE distributor
Oct. 3, 2019 4:03 PM ET|About: J & J Snack Foods Corp. (JJSF)|By: Clark Schultz, SA News Editor

J & J Snack Foods (NASDAQ: JJSF) says it acquired the assets of ICEE Distributors through one of its subsidiaries.

The company says ICEE Distributors does business in Arkansas, Louisiana and Texas with annual sales of approximately $13M.

Financial terms of the deal weren't disclosed.


Wonder if these are hard to acquire?

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