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Strategies & Market Trends : John Pitera's Market Laboratory

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To: richardred who wrote (18738)

2/14/2017 7:29:50 PM

From: robert b furman

1 Recommendation

Recommended By
richardred

Read Replies (1) of 33421

Hi richardred,

I'm really not the kind of guy to say "I told you so, but 12 years later:

To: mopgcw who wrote (1218)	7/11/2005 8:36:22 AM
From: robert b furman	Read Replies (1) of 1227

Helix to be purchased by Brooks. investor.brooks.com A best of breed doing a little merger and acquisition before this sector gets hot. I've been anxiously awaiting some M&A in this sector.With the SOX only 13.00 plus change points away from a breakout - this bodes well. The bottomline to this sector is less stock supply is out there and its turn into favor has been long overdue. M&A can often signal a true bottom coming in - I still remember when KLA bought Tencor. It was a perfect buy and built a powerhouse. With brooks having the top of line software and mechanical capabilities,the purchase of Cyrogenic pump knowledge (Helix) makes great strategic sense. Now - but at what premium - just heard it on CNBC. I hope this treats all owners here with a good multiple. I certainly wouldn't feel bad to know I have Brooks in my account vs Helx. Congrats to the long term holders! Bob Interesting times - Agilent is about to pickup several billion from KKR on its semiconductor sale - wonder where they go with the cash? I have liked Brks ever since and for the record Brks sold a division of Helix for 250 million in 2015? - which funded the biosource acquisition. It was not immediately acretive - it took 3 quarters. After a 12 year wait - I had the patience to see what these brilliant investors came up with. For the record Brks is a two bagger for me now - I'm very happy being patient and living off the dividends that were NOT paid back then. Brks is a multi bagger !!! Even if bought now !!! Blue sky break out @ 91.875! It would not surprise me!!! I love history and we truly can say "We were there!!" If you are short - get long! If you are Long GET MORE !!! Bob

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