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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred10/28/2020 1:40:40 PM
   of 6103
 
Trading near it's 52 week low. RE-Entered TDC today in this rough market.

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To: richardred who wrote (6004)10/28/2020 11:04:16 PM
From: Robert O
2 Recommendations   of 6103
 
Marvell Nears Deal to Acquire Inphi for $10 Billion



Liana Baker and Ian King
Bloomberg•October 28, 2020

(Bloomberg) -- Marvell Technology Group Ltd. is nearing a deal to acquire Inphi Corp. for about $10 billion, according to a person familiar with the matter, adding to an already record year for chip industry deals.Marvell will pay 60% of the acquisition in stock, with the rest in cash, the person said. An announcement could come as soon as Thursday, said the person, who asked not to be identified as the information is private.

Dow Jones reported the acquisition earlier Wednesday. A representative for Inphi declined to comment, while a representative for Marvell didn’t immediately respond to a request for comment.Inphi is a maker of chips that act as the interface in gear that helps speed the flow of big chunks of information between computers and networks. Data center silicon is becoming increasing important as cloud providers are finding themselves swamped in data and look at even the most basic components to try to make their giant warehouses full of expensive equipment more efficient.

The purchase of Inphi adds to an already bumper year of announced transactions including Advanced Micro Devices Inc.’s $35 billion takeover of Xilinx Inc., Nividia Corp.’s $40-billion purchase of Arm Ltd. and Analog Devices Inc. agreement to acquire Maxim Integrated Products Inc. for $20.9 billion.Inphi counts Microsoft Corp. and Cisco Systems Inc. among its biggest customers, according to Bloomberg Supply Chain Analysis.Inphi stock has rallied 50% this year, even as it’s tried to overcome the loss of another large user of its chips, China’s Huawei Technologies Co. which has been cut off from U.S. suppliers by regulatory action. The company is on course to register an increase in revenue of almost 90% this year according to analysts’ estimates.

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To: richardred who wrote (5856)10/29/2020 9:45:13 AM
From: richardred
   of 6103
 
Bought back into MYE at the open this morning. Big beat on earnings

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From: richardred10/30/2020 12:01:27 PM
   of 6103
 
Currently, given the most sizable liquid position I've ever been in my 35 years . Adding to ENZ today @ 1.85

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To: E_K_S who wrote (6002)11/2/2020 9:02:29 AM
From: E_K_S
   of 6103
 
[url=https://bit.ly/2JtWe2p]Land O'Lakes Profit Surges 22% In Q3 As Consumers Cooking-At-Home Spur Butter Boon[/url]


Butter sales at dairy companies like Land O'Lakes have been off the charts as a result of consumers cooking at home more often, according to Bloomberg. Land O'Lakes, for example, says butter sales will rise 20% to between 275 million and 300 million pounds in 2020.
Additionally, the company's Purina division, which makes animal feed for animals like horses and rabbits, also saw sales increase thanks to an 80% rise in backyard flocks.
Some interesting trends

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To: richardred who wrote (6004)11/2/2020 10:25:19 AM
From: richardred
   of 6103
 
Clearlake Capital to Buy Endurance International in Deal Valued at $3B
BY Dow Jones & Company, Inc.
— 7:53 AM ET 11/02/2020

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To: E_K_S who wrote (6008)11/2/2020 1:15:29 PM
From: richardred
   of 6103
 
I don't own SFM SPROUTS FARMERS MARKET any more, but it seem overly punished for it latest reported earnings IMO. I think the analyst have read to much into slowing of growth moving forward. Once this pandemic is on it's way out. I still think SFM could be a potential low hanging fruit. (PUN INTENDED)

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To: richardred who wrote (6010)11/2/2020 2:07:32 PM
From: robert b furman
   of 6103
 
Hi Rick,

Kirk Lindstrom loves buying food there.

Not sure he has a position.

Bob

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To: richardred who wrote (6010)11/2/2020 2:25:48 PM
From: E_K_S
   of 6103
 
Lots of people who shop there like it (I still find expensive) but less than Whole Foods. Produce is quite good and fresh but focus on sale stuff then some good deals. I believe UNFI stocks some of the items there.

FWIW a small add to UNFI at $14.45/share today...foward PE at 5

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To: richardred who wrote (6010)11/3/2020 3:31:27 AM
From: Labrador
   of 6103
 
I agree with you Richard. Just bought some in the high $18s. Will give it a chance. They're opening up a fair amount of new locations.

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