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Strategies & Market Trends : Speculating in Takeover Targets
ULBI 5.880-4.9%Jan 9 9:30 AM EST

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To: Condor who wrote (350)12/27/2003 5:24:26 PM
From: richardred   of 7256
 
Thanks Condor. I'll take a look. I'm always on the prowl for ideas. I've made a few on the HM-Homestake takeover years ago. I'm a moderate trader of PDG. I'm currently out of it, and all gold shares. I keep close tabs on PDG though.

As you now might know. FEI is also on my list here. FEI twice tried to buy Datum. The last round was won by SYMM. Who bought out HP's timing business many years ago The board is old, and the technology needed. Balance sheet is in good shape. Backlog is starting to build. I expect black ink next quarter. IMO a higher stock price to go with it, barring negative unforeseen events. I think it fits with MOT well. Takeover of FEI is only speculation, but a plus to go along with fundamentals. FEI was added to this portfolio on 9/22/03 at the price of 10.11.

GITY (good investing to you)

RR
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