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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (4336)	12/31/2016 12:07:39 PM
From: richardred	Read Replies (3) \| Respond to of 7159

TOP TEN TAKEOUT SITT LIST FOR 2017 New rankings and Several Repeats. INCR CTG TDC VSH IXYS MNTX HBIO ANIK SYKE JVA P.S. Takeout list for 1980 :+ )

To: richardred who wrote (4336)	12/31/2017 10:54:33 AM
From: richardred	Read Replies (2) \| Respond to of 7159

HAPPY NEW YEARS TO ALL IN 2018 2017 SITT year in review. 5 hits the year. DSCI-LNCE-SNAK were in my portfolio, but off the TT SITT list. 2 hits on the 2017 SITT top ten list. Of 3 hits off the top ten list. 2 were successful takeout picks and 1 unsuccessful. 1 being a take under pick. 2017's top TT SITT pick. INCR turned out to be a merger and not a takeover. The merger caused a nice run up upon the announcement. I sold out shortly afterward for a nice gain. However it's had a big decline since then. Number 5 on the Top Ten list. IXYS did receive a takeover by Littelfuse. That takeout has yet to be completed. I had a nice gain , but I sold my shares before the TO offer missing out on a lot of premium. Biggest losses this year- SNAK- Ironically It did receive a TO. However it was a distressed company in survival mode and the company sold out to receive something instead of chapter 11. I figured the company was worth at least 6- 7.50 on my latest adds, and much more than that before those latest adds. It sold for 4.00. I was just pain dead wrong on that. The company sold itself piece meal at distressed prices to pay down debt that was overdue on covenants. RELY-Real Ind. filed chapter 11. I knew going in this company was very risky. I was figuring early on, the price of scrap aluminum would turned this company around. Never happened soon enough, plus the hurricane in Houston hurt some of their operations. Biggest gains of the year were weighted positions in DSCI & HBIO & MNTX. Message 30927710 MY Biggest disappointment - having picked a takeover ( SNAK) and even picking out the suitor, but loosing a lot of money on it. Biggest surprise- The takeover of Synder's/Lance by Campbell's. It was a former 2015 SITT tracking stock. I took it off the list soon after they acquired Diamond foods. siliconinvestor.com Personal performance for 2017- Thanks to a year end boost from LNCE helping earlier mistakes- I'm estimating about half of last years performance. Noteworthy Overall, once more, Option trading was a big success in 2017 and added to 2017 gains performance. This although many OOTM option positions expired worthless. Message 30932125 Portfolio Cash position currently about 10%. I don't know what the new year brings, but feel good putting profitable trades into many adds and newer positions that are still depressed. Once again I'm weighted into infrastructure. This yeras 2018 TT SITT reflects that. GITY- Good investing to you RR