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

To: richardred who wrote (3612)	2/6/2014 11:07:31 AM
From: richardred	Read Replies (1) \| Respond to of 7181

Message 26833975 Message 27043301 Message 26927826 siliconinvestor.com [tweet]https://twitter.com/rreding1/status/431455837232447488[[/tweet]

To: richardred who wrote (3612)	2/7/2014 11:03:16 AM
From: richardred	Read Replies (1) \| Respond to of 7181

Added to TDC and BRKS today. TDC surprised me with good earnings. RE:bad guidance The stock faltered and continues weak . I have no problem with that, as the market is still growing for them, but slowing along with margins. IMO this ups the speculative appeal. TDC is a leader in the cloud space that competitors have targeted. Takeout talk has died down. Just the way I like it. IMO only a matter of time before rumors comeback. Beforehand, I thought HPC should have bought this company instead of Autonomy. I'm guessing SAP is a possible TDC hunter with Oracle a close second. Ironically, SAP the company Leo Apotheker came from before he went to HPC. BRKS-Earnings were ok, but I very much the Life Science segment going forward. Some good backlog with good momentum prospects. The Dividend, I expect to be maintained though it's current earnings are just about paid out fully. Good speculative appeal, IMO, although untimely. Message 27580663