Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

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Jan 9 9:30 AM EST

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To: richardred who wrote (595)	1/18/2005 12:26:53 PM
From: richardred	Read Replies (2) of 7256

There's two companies that I can think of that fit like a glove. RockTenn/RTK - Caraustar/CSAR. Both have been under performers, but fit the right market cap and have a overlapping customer base with MVW. Eliminating a competitor and improving margins would be my main reasoning for these picks. Both have room for improvement, if nothing develops. However continued high energy cost and leveraged balance sheets are downfalls that increase the risk factor.

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