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

To: richardred who wrote (6000)10/27/2020 3:14:02 PM
From: E_K_S1 Recommendation

Recommended By

  Respond to of 6458
You watch a company long enough, you understand management and if they are growing the company as they say and doing it from FCF and paying down debt vs other who just leverage their bets.

I like the former but hard to find a CEO w/ such history. Even on many of the deals you post, an investor must dig deeper to see their history and if it complements your own investment thesis.

I like growth but not at any price or by taking on too much debt. SJM (I own a few shares) is going to more growth. I own 10x more BGS because I like dividends and excess FCF that can be used to pay down debt and/or finance accretive acquisitions. Food stocks can be boring but for me, good hold as they grow the business organically and continue to generate all that FCF.